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Fidelity MSCI Industrials Index ETF

122 hedge funds and large institutions have $222M invested in Fidelity MSCI Industrials Index ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,000% more call options, than puts

Call options by funds: $355K | Put options by funds: $5K

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

27% more capital invested

Capital invested by funds: $175M → $222M (+$46.5M)

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

12% more funds holding

Funds holding: 109122 (+13)

2.15% more ownership

Funds ownership: 29.68%31.82% (+2.1%)

Holders
122
Holders Change
+13
Holders Change %
+11.93%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
38
Reduced
33
Closed
11
Calls
$355K
Puts
$5K
Net Calls
+$350K
Net Calls Change
+$350K
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$2.14M +$16.5K +332 +0.8%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$2.06M -$1.49M -29,962 -43%
EWM
28
EPG Wealth Management
Georgia
$1.94M +$21.8K +439 +1%
ECM
29
Exchange Capital Management
Michigan
$1.84M -$10.8K -217 -0.6%
LA
30
Lifeworks Advisors
Michigan
$1.6M +$13.4K +270 +0.9%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.59M +$464K +9,349 +42%
LA
32
Lynch & Associates
Indiana
$1.54M -$33.5K -675 -2%
NA
33
NewEdge Advisors
Louisiana
$1.3M +$1.01M +20,436 +399%
SSWM
34
Smith Salley Wealth Management
North Carolina
$1.28M -$27.2K -549 -2%
KPWS
35
Kestra Private Wealth Services
Texas
$1.23M +$9.97K +201 +0.8%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$1.23M +$92.5K +1,866 +8%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.23M +$1.19K +24 +0.1%
Ameriprise
38
Ameriprise
Minnesota
$1.09M -$1.67M -33,580 -61%
TRIA
39
Trail Ridge Investment Advisors
Colorado
$1.07M +$34.9K +704 +3%
CW
40
Connectus Wealth
Ohio
$1.03M -$619K -12,479 -38%
SW
41
SVB Wealth
Massachusetts
$990K -$2.88K -58 -0.3%
CA
42
CSM Advisors
Pennsylvania
$857K -$198K -4,000 -19%
BWM
43
Birchcreek Wealth Management
Ohio
$853K -$58.8K -1,185 -7%
AIA
44
Armor Investment Advisors
North Carolina
$849K +$93K +1,875 +13%
AM
45
AGF Management
Ontario, Canada
$805K +$788K +15,883 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$801K -$703K -14,173 -47%
LFAS
47
Level Four Advisory Services
Texas
$788K +$35K +706 +5%
HCA
48
Heck Capital Advisors
Wisconsin
$757K -$606K -12,220 -45%
MA
49
Mutual Advisors
Nebraska
$749K +$38.7K +781 +6%
SS
50
Sunbelt Securities
Texas
$745K -$17.5K -352 -2%

FIDU Hedge Fund Activity: Q4 2022 in Review

122 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q4 2022, worth a combined $222M — up 27% from $175M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FIDU positions and 11 closed out — a net gain of 19 holders — while 38 added to existing stakes and 33 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $5.94M. The largest seller was Ameriprise, cutting an estimated $1.67M.

  • 122 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q4 2022, up from 109 in Q3 2022.
  • Funds reported $222M of Fidelity MSCI Industrials Index ETF stock for Q4 2022, up 27% quarter-over-quarter.
  • 30 funds opened new Fidelity MSCI Industrials Index ETF positions in Q4 2022 and 11 closed out, a net change of +19 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q4 2022 was Commonwealth Equity Services, an estimated $5.94M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q4 2022 was Ameriprise, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2022.