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Fidelity MSCI Industrials Index ETF
FIDU

Overview Fund Activity

128 hedge funds and large institutions have $263M invested in Fidelity MSCI Industrials Index ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
41
Reduced
38
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$71.8M
2
AWM
2
AE Wealth Management
Kansas
$18.9M
3
USCWA
3
U.S. Capital Wealth Advisors
Texas
$1.76M
4
NA
4
NewEdge Advisors
Louisiana
$3.03M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.34M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$8M
2
Wells Fargo
2
Wells Fargo
California
$2.34M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$772K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$2.34M -$3.33M -58,497 -59%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.29M -$1.58M -27,739 -41%
EWM
28
EPG Wealth Management
Georgia
$2.14M -$21.9K -385 -1%
KAS
29
Kestra Advisory Services
Texas
$2.08M +$762K +13,392 +58%
LA
30
Lifeworks Advisors
Michigan
$1.98M -$40.9K -720 -2%
ECM
31
Exchange Capital Management
Michigan
$1.96M -$71.7K -1,261 -4%
USCWA
32
U.S. Capital Wealth Advisors
Texas
$1.76M +$1.76M +30,937 New
LA
33
Lynch & Associates
Indiana
$1.76M +$94.7K +1,666 +6%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$1.75M +$288K +5,061 +20%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$1.6M +$113K +1,990 +8%
SSWM
36
Smith Salley Wealth Management
North Carolina
$1.48M +$58K +1,020 +4%
TRIA
37
Trail Ridge Investment Advisors
Colorado
$1.38M -$35.9K -631 -3%
KPWS
38
Kestra Private Wealth Services
Texas
$1.37M +$93.7K +1,648 +7%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.35M +$33.7K +593 +3%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.34M +$1.34M +23,567 New
AIA
41
Armor Investment Advisors
North Carolina
$1.12M +$67.5K +1,187 +6%
CA
42
CSM Advisors
Pennsylvania
$961K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$948K +$231K +4,054 +32%
MA
44
Mutual Advisors
Nebraska
$911K +$57.1K +1,004 +7%
SW
45
SVB Wealth
Massachusetts
$827K – – –
SS
46
Sunbelt Securities
Texas
$818K -$8.87K -156 -1%
HCA
47
Heck Capital Advisors
Wisconsin
$807K -$61K -1,072 -7%
LFAS
48
Level Four Advisory Services
Texas
$807K -$77.9K -1,370 -9%
SFPG
49
Stonebridge Financial Planning Group
Florida
$801K +$3.81K +67 +0.5%
Goldman Sachs
50
Goldman Sachs
New York
$772K -$2.11M -37,035 -73%
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