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Fidelity MSCI Industrials Index ETF

111 hedge funds and large institutions have $186M invested in Fidelity MSCI Industrials Index ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.57% less ownership

Funds ownership: 30.29%28.72% (-1.6%)

10% less funds holding

Funds holding: 123111 (-12)

26% less capital invested

Capital invested by funds: $251M → $186M (-$64.3M)

34% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 44

50% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 22

Holders
111
Holders Change
-12
Holders Change %
-9.76%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
29
Reduced
44
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$1.9M -$11.1M -227,136 -84%
PPW
27
Pinnacle Private Wealth
Massachusetts
$1.86M -$23.8K -486 -1%
SPC
28
Sigma Planning Corp
Michigan
$1.71M -$164K -3,356 -8%
EWM
29
EPG Wealth Management
Georgia
$1.66M -$33.8K -691 -2%
ECM
30
Exchange Capital Management
Michigan
$1.66M -$16.1K -330 -0.9%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$1.58M +$187K +3,830 +12%
HCA
32
Heck Capital Advisors
Wisconsin
$1.32M -$91.9K -1,881 -6%
LA
33
Lynch & Associates
Indiana
$1.31M -$831 -17 -0.1%
LA
34
Lifeworks Advisors
Michigan
$1.26M -$2.69K -55 -0.2%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$1.15M +$164K +3,351 +15%
SSWM
36
Smith Salley Wealth Management
North Carolina
$1.13M +$71.8K +1,469 +6%
BCA
37
Bray Capital Advisors
Florida
$1.11M
HighTower Advisors
38
HighTower Advisors
Illinois
$1.09M -$32.4K -663 -3%
Citadel Advisors
39
Citadel Advisors
Florida
$1.08M -$1.14M -23,344 -49%
KPWS
40
Kestra Private Wealth Services
Texas
$1.04M -$144K -2,945 -11%
SFPG
41
Stonebridge Financial Planning Group
Florida
$1.03M +$593K +12,129 +113%
TRCT
42
Tower Research Capital (TRC)
New York
$1.03M +$184K +3,761 +20%
BWM
43
Birchcreek Wealth Management
Ohio
$1.01M +$262K +5,357 +31%
CA
44
CSM Advisors
Pennsylvania
$945K
SW
45
SVB Wealth
Massachusetts
$944K -$46.2K -945 -4%
MA
46
Maxele Advisors
Missouri
$891K -$36.5K -747 -4%
FTUS
47
Flow Traders U.S.
New York
$797K +$862K +17,629 New
CW
48
Connectus Wealth
Ohio
$769K -$6.91M -141,348 -89%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$760K -$239K -4,899 -23%
TRIA
50
Trail Ridge Investment Advisors
Colorado
$724K +$45.1K +922 +6%

FIDU Hedge Fund Activity: Q2 2022 in Review

111 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2022, worth a combined $186M — down 26% from $251M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of FIDU and 11 opened new positions — a net loss of 11 holders — while 44 trimmed existing stakes and 29 added.

The largest buyer was IronBridge Private Wealth, opening a new position worth an estimated $6.97M. The largest seller was Truist Financial, cutting an estimated $11.1M.

  • 111 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2022, down from 123 in Q1 2022.
  • Funds reported $186M of Fidelity MSCI Industrials Index ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 11 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2022 and 22 closed out, a net change of -11 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2022 was IronBridge Private Wealth, an estimated $6.97M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2022 was Truist Financial, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2022.