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Fidelity MSCI Industrials Index ETF

134 hedge funds and large institutions have $284M invested in Fidelity MSCI Industrials Index ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

8% more capital invested

Capital invested by funds: $263M → $284M (+$21.3M)

5% more funds holding

Funds holding: 128134 (+6)

2.5% more ownership

Funds ownership: 34.08%36.58% (+2.5%)

8% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
43
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Atlas Capital Advisors
Wyoming
$2.29M -$10.7K -189 -0.4%
Truist Financial
27
Truist Financial
North Carolina
$2.14M -$179K -3,149 -7%
KAS
28
Kestra Advisory Services
Texas
$2.11M +$140K +2,456 +7%
EWM
29
EPG Wealth Management
Georgia
$2.05M +$20.3K +358 +1%
LA
30
Lifeworks Advisors
Michigan
$1.92M +$42.3K +744 +2%
ECM
31
Exchange Capital Management
Michigan
$1.86M -$11.1K -195 -0.6%
USCWA
32
U.S. Capital Wealth Advisors
Texas
$1.79M +$123K +2,159 +7%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$1.7M +$43K +756 +2%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.69M +$439K +7,717 +33%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.5M -$709K -12,474 -31%
SSWM
36
Smith Salley Wealth Management
North Carolina
$1.4M -$3.75K -66 -0.3%
LA
37
Lynch & Associates
Indiana
$1.4M -$286K -5,027 -16%
KPWS
38
Kestra Private Wealth Services
Texas
$1.35M +$45.7K +804 +3%
TRIA
39
Trail Ridge Investment Advisors
Colorado
$1.35M +$34.1K +600 +2%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.32M +$38.8K +683 +3%
AIA
41
Armor Investment Advisors
North Carolina
$1.09M +$23.6K +416 +2%
CA
42
CSM Advisors
Pennsylvania
$914K
MA
43
Mutual Advisors
Nebraska
$862K -$5.51K -97 -0.6%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$788K -$772K -13,586 -48%
LFAS
45
Level Four Advisory Services
Texas
$768K
SS
46
Sunbelt Securities
Texas
$760K -$19.7K -346 -2%
SW
47
SVB Wealth
Massachusetts
$755K -$33.3K -586 -4%
SFPG
48
Stonebridge Financial Planning Group
Florida
$749K -$14.2K -249 -2%
Goldman Sachs
49
Goldman Sachs
New York
$734K
TCOO
50
Trust Company of Oklahoma
Oklahoma
$728K +$192K +3,386 +34%

FIDU Hedge Fund Activity: Q3 2023 in Review

134 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2023, worth a combined $284M — up 8.1% from $263M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FIDU positions and 14 closed out — a net gain of 7 holders — while 43 added to existing stakes and 40 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $24M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.42M.

  • 134 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2023, up from 128 in Q2 2023.
  • Funds reported $284M of Fidelity MSCI Industrials Index ETF stock for Q3 2023, up 8.1% quarter-over-quarter.
  • 21 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2023 and 14 closed out, a net change of +7 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $24M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $2.42M sold.

Based on aggregated 13F filings for Q3 2023.