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Fidelity MSCI Industrials Index ETF

124 hedge funds and large institutions have $224M invested in Fidelity MSCI Industrials Index ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
42
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AM
26
AGF Management
Ontario, Canada
$2.11M +$1.27M +24,024 +151%
BFA
27
Beaumont Financial Advisors
Massachusetts
$2.04M -$301K -5,690 -13%
EWM
28
EPG Wealth Management
Georgia
$2.01M -$13.5K -256 -0.7%
ECM
29
Exchange Capital Management
Michigan
$1.89M -$26.9K -509 -1%
LA
30
Lifeworks Advisors
Michigan
$1.88M +$211K +3,994 +13%
LA
31
Lynch & Associates
Indiana
$1.55M -$59.3K -1,121 -4%
CI
32
CX Institutional
Indiana
$1.54M +$1.54M +29,130 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.38M +$1.09M +20,631 +373%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$1.36M +$73.8K +1,395 +6%
SSWM
35
Smith Salley Wealth Management
North Carolina
$1.32M -$10.8K -204 -0.8%
TRIA
36
Trail Ridge Investment Advisors
Colorado
$1.32M +$204K +3,860 +18%
NA
37
NewEdge Advisors
Louisiana
$1.32M +$1.75K +34 +0.1%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.23M -$43.8K -827 -3%
KAS
39
Kestra Advisory Services
Texas
$1.23M -$1.55M -29,285 -56%
KPWS
40
Kestra Private Wealth Services
Texas
$1.19M -$94.9K -1,795 -7%
Jane Street
41
Jane Street
New York
$1.08M +$1.08M +20,507 New
Ameriprise
42
Ameriprise
Minnesota
$1.02M -$116K -2,197 -10%
AIA
43
Armor Investment Advisors
North Carolina
$978K +$91.8K +1,736 +10%
CA
44
CSM Advisors
Pennsylvania
$893K
LFAS
45
Level Four Advisory Services
Texas
$823K +$212 +4 +0%
HCA
46
Heck Capital Advisors
Wisconsin
$807K +$17.3K +327 +2%
MA
47
Mutual Advisors
Nebraska
$794K +$13.2K +249 +2%
SW
48
SVB Wealth
Massachusetts
$769K -$264K -4,995 -26%
BCA
49
Bray Capital Advisors
Florida
$763K +$6.08K +115 +0.8%
SS
50
Sunbelt Securities
Texas
$759K -$7.3K -140 -1%