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Fidelity MSCI Industrials Index ETF

149 hedge funds and large institutions have $530M invested in Fidelity MSCI Industrials Index ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

35% more capital invested

Capital invested by funds: $392M → $530M (+$138M)

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

7.13% more ownership

Funds ownership: 37.43%44.57% (+7.1%)

4% more funds holding

Funds holding: 143149 (+6)

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
49
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$3.11M +$396K +5,992 +14%
ACA
27
Atlas Capital Advisors
Wyoming
$2.82M -$412K -6,224 -13%
EWM
28
EPG Wealth Management
Georgia
$2.37M -$2.3M -34,796 Closed
LA
29
Lifeworks Advisors
Michigan
$2.28M -$258K -3,898 -10%
VWM
30
VCI Wealth Management
Missouri
$2.12M -$393K -5,944 -15%
ECM
31
Exchange Capital Management
Michigan
$2.1M -$35.7K -540 -2%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$2.04M +$2.07M +31,281 New
FTS
33
Fifth Third Securities
Ohio
$2.03M +$427K +6,462 +26%
SSWM
34
Smith Salley Wealth Management
North Carolina
$2.01M -$3.5K -53 -0.2%
USCWA
35
U.S. Capital Wealth Advisors
Texas
$1.98M -$73.3K -1,108 -4%
KPWS
36
Kestra Private Wealth Services
Texas
$1.71M -$29.2K -441 -2%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.66M -$33.3K -504 -2%
AIA
38
Armor Investment Advisors
North Carolina
$1.62M +$129K +1,947 +9%
HAS
39
HBW Advisory Services
California
$1.59M +$1.61M +24,355 New
LA
40
Lynch & Associates
Indiana
$1.53M -$5.75K -87 -0.4%
TRIA
41
Trail Ridge Investment Advisors
Colorado
$1.48M +$149K +2,253 +11%
MOS
42
MGO One Seven
Ohio
$1.42M -$346K -5,229 -19%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.42M +$63.6K +961 +5%
KIA
44
KCM Investment Advisors
California
$1.41M
Prudential Financial
45
Prudential Financial
New Jersey
$1.33M +$616K +9,318 +85%
Truist Financial
46
Truist Financial
North Carolina
$1.29M -$48.7K -737 -4%
MA
47
Mutual Advisors
Nebraska
$1.22M +$49.8K +753 +4%
BFA
48
Beaumont Financial Advisors
Massachusetts
$1.21M +$595 +9 +0%
SCA
49
Snowden Capital Advisors
New York
$1.07M +$19.9K +301 +2%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$1.03M +$150K +2,263 +17%

FIDU Hedge Fund Activity: Q2 2024 in Review

149 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2024, worth a combined $530M — up 35% from $392M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FIDU positions and 14 closed out — a net gain of 8 holders — while 49 added to existing stakes and 39 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $125M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.44M sold.

  • 149 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2024, up from 143 in Q1 2024.
  • Funds reported $530M of Fidelity MSCI Industrials Index ETF stock for Q2 2024, up 35% quarter-over-quarter.
  • 22 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2024 and 14 closed out, a net change of +8 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2024 was Charles Schwab, an estimated $125M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2024 was Goldman Sachs, an estimated $2.44M sold.

Based on aggregated 13F filings for Q2 2024.