We are live on ! Find out more
FIDU icon

Fidelity MSCI Industrials Index ETF

159 hedge funds and large institutions have $467M invested in Fidelity MSCI Industrials Index ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

7% more funds holding

Funds holding: 149159 (+10)

4.29% less ownership

Funds ownership: 44.57%40.27% (-4.3%)

12% less capital invested

Capital invested by funds: $530M → $467M (-$62.4M)

Holders
159
Holders Change
+10
Holders Change %
+6.71%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
57
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$3.04M -$460K -6,758 -14%
LA
27
Lifeworks Advisors
Michigan
$2.5M -$14.2K -209 -0.6%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$2.32M +$2.19M +32,163 New
SSWM
29
Smith Salley Wealth Management
North Carolina
$2.29M +$69K +1,014 +3%
ECM
30
Exchange Capital Management
Michigan
$2.28M -$43.2K -634 -2%
EWM
31
EPG Wealth Management
Georgia
$2.27M +$2.15M +31,521 New
USCWA
32
U.S. Capital Wealth Advisors
Texas
$2.13M -$45.8K -673 -2%
Citadel Advisors
33
Citadel Advisors
Florida
$2.07M +$1.95M +28,627 New
KPWS
34
Kestra Private Wealth Services
Texas
$2.02M +$121K +1,779 +7%
FTS
35
Fifth Third Securities
Ohio
$1.95M -$276K -4,055 -13%
AIA
36
Armor Investment Advisors
North Carolina
$1.82M +$29.3K +430 +2%
LA
37
Lynch & Associates
Indiana
$1.77M +$80K +1,175 +5%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.74M +$569K +8,365 +53%
TRIA
39
Trail Ridge Investment Advisors
Colorado
$1.68M +$37.8K +556 +2%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.65M -$166K -2,438 -10%
Jane Street
41
Jane Street
New York
$1.63M +$1.54M +22,565 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.57M +$5.72K +84 +0.4%
Prudential Financial
43
Prudential Financial
New Jersey
$1.56M +$88.4K +1,299 +6%
KIA
44
KCM Investment Advisors
California
$1.56M
MOS
45
MGO One Seven
Ohio
$1.49M -$73.7K -1,083 -5%
BFA
46
Beaumont Financial Advisors
Massachusetts
$1.46M +$124K +1,816 +10%
MA
47
Mutual Advisors
Nebraska
$1.3M +$1.5K +22 +0.1%
Truist Financial
48
Truist Financial
North Carolina
$1.27M -$145K -2,128 -11%
SCA
49
Snowden Capital Advisors
New York
$1.2M +$8.58K +126 +0.8%
Mariner
50
Mariner
Kansas
$1.13M +$380K +5,583 +56%

FIDU Hedge Fund Activity: Q3 2024 in Review

159 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2024, worth a combined $467M — down 12% from $530M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FIDU positions and 11 closed out — a net gain of 11 holders — while 57 added to existing stakes and 39 trimmed.

The largest buyer was AGF Management, adding an estimated $13.2M. The largest seller was Charles Schwab, exiting entirely with an estimated $123M sold.

  • 159 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2024, up from 149 in Q2 2024.
  • Funds reported $467M of Fidelity MSCI Industrials Index ETF stock for Q3 2024, down 12% quarter-over-quarter.
  • 22 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2024 and 11 closed out, a net change of +11 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2024 was AGF Management, an estimated $13.2M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2024 was Charles Schwab, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2024.