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Fidelity MSCI Industrials Index ETF
FIDU

Overview Fund Activity

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.

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
2.17%
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
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$123M
2
VC
2
Vicus Capital
Pennsylvania
$14.4M
3
AWM
3
AE Wealth Management
Kansas
$45.5M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$4.76M
5
Lido Advisors
5
Lido Advisors
California
$97.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
EWM
2
EPG Wealth Management
Georgia
$2.37M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$643K
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
OPS
5
Orion Portfolio Solutions
Nebraska
$231K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$3.11M +$381K +5,992 +14%
ACA
27
Atlas Capital Advisors
Wyoming
$2.82M -$407K -6,224 -13%
EWM
28
EPG Wealth Management
Georgia
$2.37M -$2.36M -34,796 Closed
LA
29
Lifeworks Advisors
Michigan
$2.28M -$255K -3,898 -10%
VWM
30
VCI Wealth Management
Missouri
$2.12M -$389K -5,944 -15%
ECM
31
Exchange Capital Management
Michigan
$2.1M -$35.3K -540 -2%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$2.04M +$2.04M +31,281 New
FTS
33
Fifth Third Securities
Ohio
$2.03M +$422K +6,462 +26%
SSWM
34
Smith Salley Wealth Management
North Carolina
$2.01M -$3.47K -53 -0.2%
USCWA
35
U.S. Capital Wealth Advisors
Texas
$1.98M -$72.4K -1,108 -4%
KPWS
36
Kestra Private Wealth Services
Texas
$1.71M -$28.8K -441 -2%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.66M -$32.9K -504 -2%
AIA
38
Armor Investment Advisors
North Carolina
$1.62M +$127K +1,947 +9%
HAS
39
HBW Advisory Services
California
$1.59M +$1.59M +24,355 New
LA
40
Lynch & Associates
Indiana
$1.53M -$5.69K -87 -0.4%
TRIA
41
Trail Ridge Investment Advisors
Colorado
$1.48M +$147K +2,253 +11%
MOS
42
MGO One Seven
Ohio
$1.42M -$342K -5,229 -19%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.42M +$62.8K +961 +5%
KIA
44
KCM Investment Advisors
California
$1.41M – – –
Prudential Financial
45
Prudential Financial
New Jersey
$1.33M +$609K +9,318 +85%
Truist Financial
46
Truist Financial
North Carolina
$1.29M -$48.2K -737 -4%
MA
47
Mutual Advisors
Nebraska
$1.22M +$51.3K +753 +4%
BFA
48
Beaumont Financial Advisors
Massachusetts
$1.21M +$588 +9 +0%
SCA
49
Snowden Capital Advisors
New York
$1.07M +$19.7K +301 +2%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$1.03M +$148K +2,263 +17%
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