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Fidelity MSCI Industrials Index ETF

109 hedge funds and large institutions have $175M invested in Fidelity MSCI Industrials Index ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

0.96% more ownership

Funds ownership: 28.72%29.68% (+0.96%)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 111109 (-2)

6% less capital invested

Capital invested by funds: $186M → $175M (-$10.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
109
Holders Change
-2
Holders Change %
-1.8%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
36
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Atlas Capital Advisors
Wyoming
$1.62M -$277K -5,743 -13%
ECM
27
Exchange Capital Management
Michigan
$1.59M -$14K -291 -0.8%
LA
28
Lifeworks Advisors
Michigan
$1.54M +$161K +3,342 +12%
CW
29
Connectus Wealth
Ohio
$1.43M +$758K +15,724 +93%
LA
30
Lynch & Associates
Indiana
$1.36M +$101K +2,085 +7%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$1.31M -$246K -5,099 -15%
TRCT
32
Tower Research Capital (TRC)
New York
$1.2M +$225K +4,678 +21%
HCA
33
Heck Capital Advisors
Wisconsin
$1.19M -$97.4K -2,020 -7%
SSWM
34
Smith Salley Wealth Management
North Carolina
$1.13M +$39K +810 +3%
FTUS
35
Flow Traders U.S.
New York
$1.11M +$371K +7,692 +44%
BCA
36
Bray Capital Advisors
Florida
$1.07M
TRIA
37
Trail Ridge Investment Advisors
Colorado
$1.05M +$209K +4,339 +27%
KPWS
38
Kestra Private Wealth Services
Texas
$1.05M +$54.2K +1,124 +5%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.05M -$3.28K -68 -0.3%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$978K -$142K -2,956 -12%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$964K -$1.79M -37,103 -63%
CA
42
CSM Advisors
Pennsylvania
$914K
SW
43
SVB Wealth
Massachusetts
$856K -$62.2K -1,290 -6%
MA
44
Maxele Advisors
Missouri
$847K -$15.5K -322 -2%
BWM
45
Birchcreek Wealth Management
Ohio
$787K -$212K -4,407 -20%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$761K +$29.6K +614 +4%
SS
47
Sunbelt Securities
Texas
$657K +$434 +9 +0.1%
AIA
48
Armor Investment Advisors
North Carolina
$650K +$90.7K +1,881 +14%
LFAS
49
Level Four Advisory Services
Texas
$648K -$40.7K -845 -5%
MA
50
Mutual Advisors
Nebraska
$611K +$398K +8,249 +144%

FIDU Hedge Fund Activity: Q3 2022 in Review

109 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2022, worth a combined $175M — down 5.8% from $186M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FIDU and 15 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 36 added.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $11.5M. The largest seller was IronBridge Private Wealth, exiting entirely with an estimated $6.44M sold.

  • 109 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2022, down from 111 in Q2 2022.
  • Funds reported $175M of Fidelity MSCI Industrials Index ETF stock for Q3 2022, down 5.8% quarter-over-quarter.
  • 15 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2022 and 16 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2022 was AE Wealth Management, an estimated $11.5M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2022 was IronBridge Private Wealth, an estimated $6.44M sold.

Based on aggregated 13F filings for Q3 2022.