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Fidelity MSCI Industrials Index ETF
FIDU

Overview Fund Activity

144 hedge funds and large institutions have $346M invested in Fidelity MSCI Industrials Index ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
36
Reduced
54
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.6M
2
AWM
2
AE Wealth Management
Kansas
$34.7M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$36.2M
4
Ameriprise
4
Ameriprise
Minnesota
$6.45M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.85M

Top Sellers

1
CW
1
Connectus Wealth
Ohio
$2.48M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.29M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.92M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.63M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$353K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
26
Atlas Capital Advisors
Wyoming
$2.58M -$9.92K -162 -0.4%
CW
27
Connectus Wealth
Ohio
$2.48M -$6.55M -106,812 -73%
KAS
28
Kestra Advisory Services
Texas
$2.39M +$918 +15 +0%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$2.29M +$361K +5,903 +19%
EWM
30
EPG Wealth Management
Georgia
$2.21M -$151K -2,424 -6%
LA
31
Lifeworks Advisors
Michigan
$2.21M +$27.9K +455 +1%
ECM
32
Exchange Capital Management
Michigan
$2.04M -$57.6K -941 -3%
USCWA
33
U.S. Capital Wealth Advisors
Texas
$1.92M -$108K -1,764 -5%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.9M +$203K +3,321 +12%
MOS
35
MGO One Seven
Ohio
$1.78M +$1.78M +29,063 New
Truist Financial
36
Truist Financial
North Carolina
$1.65M -$769K -12,564 -32%
Citadel Advisors
37
Citadel Advisors
Florida
$1.63M -$1.99M -32,537 -55%
KPWS
38
Kestra Private Wealth Services
Texas
$1.6M +$68.5K +1,118 +4%
SSWM
39
Smith Salley Wealth Management
North Carolina
$1.58M -$5.51K -90 -0.3%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.56M +$79.8K +1,318 +5%
LA
41
Lynch & Associates
Indiana
$1.56M -$26.8K -437 -2%
CI
42
CX Institutional
Indiana
$1.56M +$1.56M +25,431 New
TRIA
43
Trail Ridge Investment Advisors
Colorado
$1.45M -$72.4K -1,182 -5%
FTS
44
Fifth Third Securities
Ohio
$1.43M +$1.43M +23,390 New
BFA
45
Beaumont Financial Advisors
Massachusetts
$1.37M -$1.52M -24,871 -53%
AIA
46
Armor Investment Advisors
North Carolina
$1.33M +$100K +1,636 +8%
KIA
47
KCM Investment Advisors
California
$1.32M +$1.08M +17,684 +464%
CA
48
CSM Advisors
Pennsylvania
$1.04M – – –
MA
49
Mutual Advisors
Nebraska
$965K -$9.86K -161 -1%
TCOO
50
Trust Company of Oklahoma
Oklahoma
$872K +$47.6K +777 +6%
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