We are live on ! Find out more
FIDU icon

Fidelity MSCI Industrials Index ETF

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.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

17% more capital invested

Capital invested by funds: $224M → $263M (+$38.4M)

3% more funds holding

Funds holding: 124128 (+4)

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

0.61% more ownership

Funds ownership: 33.47%34.08% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
2.01%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$2.34M -$3.1M -58,497 -59%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.29M -$1.47M -27,739 -41%
EWM
28
EPG Wealth Management
Georgia
$2.14M -$20.4K -385 -1%
KAS
29
Kestra Advisory Services
Texas
$2.08M +$710K +13,392 +58%
LA
30
Lifeworks Advisors
Michigan
$1.98M -$38.1K -720 -2%
ECM
31
Exchange Capital Management
Michigan
$1.96M -$66.8K -1,261 -4%
USCWA
32
U.S. Capital Wealth Advisors
Texas
$1.76M +$1.64M +30,937 New
LA
33
Lynch & Associates
Indiana
$1.76M +$88.3K +1,666 +6%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$1.75M +$268K +5,061 +20%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$1.6M +$105K +1,990 +8%
SSWM
36
Smith Salley Wealth Management
North Carolina
$1.48M +$54K +1,020 +4%
TRIA
37
Trail Ridge Investment Advisors
Colorado
$1.38M -$33.4K -631 -3%
KPWS
38
Kestra Private Wealth Services
Texas
$1.37M +$87.3K +1,648 +7%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.35M +$31.4K +593 +3%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.34M +$1.25M +23,567 New
AIA
41
Armor Investment Advisors
North Carolina
$1.12M +$62.9K +1,187 +6%
CA
42
CSM Advisors
Pennsylvania
$961K
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$948K +$215K +4,054 +32%
MA
44
Mutual Advisors
Nebraska
$911K +$53.2K +1,004 +7%
SW
45
SVB Wealth
Massachusetts
$827K
SS
46
Sunbelt Securities
Texas
$818K -$8.27K -156 -1%
HCA
47
Heck Capital Advisors
Wisconsin
$807K -$56.8K -1,072 -7%
LFAS
48
Level Four Advisory Services
Texas
$807K -$72.6K -1,370 -9%
SFPG
49
Stonebridge Financial Planning Group
Florida
$801K +$3.55K +67 +0.5%
Goldman Sachs
50
Goldman Sachs
New York
$772K -$1.96M -37,035 -73%

FIDU Hedge Fund Activity: Q2 2023 in Review

128 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2023, worth a combined $263M — up 17% from $224M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FIDU positions and 11 closed out — a net gain of 7 holders — while 41 added to existing stakes and 38 trimmed.

The largest buyer was Lido Advisors, adding an estimated $4.73M. The largest seller was Osaic Holdings, cutting an estimated $3.92M.

  • 128 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2023, up from 124 in Q1 2023.
  • Funds reported $263M of Fidelity MSCI Industrials Index ETF stock for Q2 2023, up 17% quarter-over-quarter.
  • 18 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2023 and 11 closed out, a net change of +7 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2023 was Lido Advisors, an estimated $4.73M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2023 was Osaic Holdings, an estimated $3.92M sold.

Based on aggregated 13F filings for Q2 2023.