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Fidelity MSCI Industrials Index ETF
FIDU

Overview Fund Activity

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.

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
2.14%
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
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$23.8M
2
Lido Advisors
2
Lido Advisors
California
$75.4M
3
AWM
3
AE Wealth Management
Kansas
$22.2M
4
CW
4
Connectus Wealth
Ohio
$7.98M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.2M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$513K
2
AM
2
AGF Management
Ontario, Canada
$2.3M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$788K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.5M
5
Bank of America
5
Bank of America
North Carolina
$4.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
26
Atlas Capital Advisors
Wyoming
$2.29M -$10.2K -189 -0.4%
Truist Financial
27
Truist Financial
North Carolina
$2.14M -$170K -3,149 -7%
KAS
28
Kestra Advisory Services
Texas
$2.11M +$133K +2,456 +7%
EWM
29
EPG Wealth Management
Georgia
$2.05M +$19.4K +358 +1%
LA
30
Lifeworks Advisors
Michigan
$1.92M +$40.3K +744 +2%
ECM
31
Exchange Capital Management
Michigan
$1.86M -$10.6K -195 -0.6%
USCWA
32
U.S. Capital Wealth Advisors
Texas
$1.79M +$117K +2,159 +7%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$1.7M +$40.9K +756 +2%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.69M +$418K +7,717 +33%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.5M -$675K -12,474 -31%
SSWM
36
Smith Salley Wealth Management
North Carolina
$1.4M -$3.57K -66 -0.3%
LA
37
Lynch & Associates
Indiana
$1.4M -$272K -5,027 -16%
KPWS
38
Kestra Private Wealth Services
Texas
$1.35M +$43.5K +804 +3%
TRIA
39
Trail Ridge Investment Advisors
Colorado
$1.35M +$32.5K +600 +2%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.32M +$36.9K +683 +3%
AIA
41
Armor Investment Advisors
North Carolina
$1.09M +$22.5K +416 +2%
CA
42
CSM Advisors
Pennsylvania
$914K – – –
MA
43
Mutual Advisors
Nebraska
$862K -$5.25K -97 -0.6%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$788K -$735K -13,586 -48%
LFAS
45
Level Four Advisory Services
Texas
$768K – – –
SS
46
Sunbelt Securities
Texas
$760K -$18.7K -346 -2%
SW
47
SVB Wealth
Massachusetts
$755K -$31.7K -586 -4%
SFPG
48
Stonebridge Financial Planning Group
Florida
$749K -$13.5K -249 -2%
Goldman Sachs
49
Goldman Sachs
New York
$734K – – –
TCOO
50
Trust Company of Oklahoma
Oklahoma
$728K +$183K +3,386 +34%
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