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Fidelity MSCI Industrials Index ETF
FIDU

181 hedge funds and large institutions have $479M invested in Fidelity MSCI Industrials Index ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

66% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 41

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more funds holding

Funds holding: 159 → 181 (+22)

2% more capital invested

Capital invested by funds: $467M → $479M (+$11.4M)

0.77% less ownership

Funds ownership: 40.27% → 39.5% (-0.77%)

Holders
181
Holders Change
+22
Holders Change %
+13.84%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
40
Increased
68
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$7.55M
2
AWM
AE Wealth Management
Kansas
+$6.71M
3
LPL Financial
LPL Financial
California
+$3.97M
4
MWM
Modern Wealth Management
Kansas
+$3.62M
5
GWA
GGM Wealth Advisors
Maryland
+$3.41M

Top Sellers

Rank Fund Capital Flow
1
AM
AGF Management
Ontario, Canada
-$17M
2
PCS
Personal CFO Solutions
New Jersey
-$5.6M
3
ASN
Advisory Services Network
Georgia
-$3.65M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.19M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Modern Wealth Management
Kansas
$3.46M +$3.62M +49,166 New
LA
27
Lifeworks Advisors
Michigan
$3.34M +$953K +12,928 +37%
GWA
28
GGM Wealth Advisors
Maryland
$3.26M +$3.41M +46,306 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.22M -$2.19M -29,686 -39%
ACA
30
Atlas Capital Advisors
Wyoming
$2.76M -$289K -3,917 -9%
ECM
31
Exchange Capital Management
Michigan
$2.19M -$28K -380 -1%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$2.14M +$460K +6,238 +26%
USCWA
33
U.S. Capital Wealth Advisors
Texas
$2.14M +$59.4K +806 +3%
SSWM
34
Smith Salley Wealth Management
North Carolina
$2.13M -$103K -1,395 -4%
EWM
35
EPG Wealth Management
Georgia
$2.11M -$108K -1,467 -5%
FTS
36
Fifth Third Securities
Ohio
$1.98M +$87.5K +1,187 +4%
KPWS
37
Kestra Private Wealth Services
Texas
$1.98M +$14.4K +195 +0.7%
KPWM
38
KDK Private Wealth Management
Texas
$1.91M +$2M +27,186 New
PWA
39
Primoris Wealth Advisors
Florida
$1.91M +$2M +27,125 New
AIA
40
Armor Investment Advisors
North Carolina
$1.75M -$27.4K -372 -1%
BFA
41
Beaumont Financial Advisors
Massachusetts
$1.68M +$263K +3,566 +18%
LA
42
Lynch & Associates
Indiana
$1.67M -$57K -774 -3%
VWM
43
VCI Wealth Management
Missouri
$1.67M +$726K +9,854 +71%
TRIA
44
Trail Ridge Investment Advisors
Colorado
$1.65M +$20K +272 +1%
SS
45
Sunbelt Securities
Texas
$1.56M +$532K +7,214 +48%
Truist Financial
46
Truist Financial
North Carolina
$1.51M +$278K +3,773 +21%
MOS
47
MGO One Seven
Ohio
$1.4M -$49.7K -674 -3%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.4M -$218K -2,956 -13%
MA
49
Mutual Advisors
Nebraska
$1.38M +$65.7K +892 +5%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.37M -$169K -2,292 -11%
1
2
3 4 5

FIDU Hedge Fund Activity: Q4 2024 in Review

181 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q4 2024, worth a combined $479M — up 2.4% from $467M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FIDU positions and 16 closed out — a net gain of 24 holders — while 68 added to existing stakes and 41 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $7.55M. The largest seller was AGF Management, cutting an estimated $17M.

  • 181 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q4 2024, up from 159 in Q3 2024.
  • Funds reported $479M of Fidelity MSCI Industrials Index ETF stock for Q4 2024, up 2.4% quarter-over-quarter.
  • 40 funds opened new Fidelity MSCI Industrials Index ETF positions in Q4 2024 and 16 closed out, a net change of +24 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q4 2024 was Thrivent Financial for Lutherans, an estimated $7.55M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q4 2024 was AGF Management, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2024.