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Fidelity MSCI Industrials Index ETF

177 hedge funds and large institutions have $512M invested in Fidelity MSCI Industrials Index ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 46 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 46

7% more capital invested

Capital invested by funds: $479M → $512M (+$33.2M)

2.48% more ownership

Funds ownership: 39.5%41.98% (+2.5%)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

2% less funds holding

Funds holding: 181177 (-4)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
73
Reduced
46
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
26
Fischer Financial Services
Pennsylvania
$4.05M -$10.5K -147 -0.2%
Wells Fargo
27
Wells Fargo
California
$3.81M -$5.86K -82 -0.1%
LA
28
Lifeworks Advisors
Michigan
$3.55M +$306K +4,276 +9%
MWM
29
Modern Wealth Management
Kansas
$3.41M +$45.2K +632 +1%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$3.08M -$61.8K -864 -2%
AIA
31
Armor Investment Advisors
North Carolina
$2.99M +$1.34M +18,767 +75%
IWM
32
IHT Wealth Management
Illinois
$2.78M +$2.9M +40,538 New
ACA
33
Atlas Capital Advisors
Wyoming
$2.61M -$83.6K -1,170 -3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$2.27M +$195K +2,723 +9%
AWA
35
Arkadios Wealth Advisors
Georgia
$2.26M +$2.02M +28,326 +603%
ECM
36
Exchange Capital Management
Michigan
$2.12M -$17.1K -239 -0.8%
SSWM
37
Smith Salley Wealth Management
North Carolina
$2.11M +$31.9K +446 +1%
EWM
38
EPG Wealth Management
Georgia
$2.1M +$48.5K +678 +2%
USCWA
39
U.S. Capital Wealth Advisors
Texas
$2.09M +$10.4K +146 +0.5%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.08M -$1.44M -20,096 -40%
Kovitz Investment Group Partners
41
Kovitz Investment Group Partners
Illinois
$2.04M -$2.89M -40,371 -58%
KPWS
42
Kestra Private Wealth Services
Texas
$1.98M +$62K +867 +3%
KPWM
43
KDK Private Wealth Management
Texas
$1.84M -$19K -266 -1%
PWM
44
Penobscot Wealth Management
Maine
$1.84M +$859K +12,016 +81%
FTS
45
Fifth Third Securities
Ohio
$1.84M -$94.9K -1,328 -5%
BFA
46
Beaumont Financial Advisors
Massachusetts
$1.66M +$27.6K +386 +2%
LA
47
Lynch & Associates
Indiana
$1.65M +$25.6K +358 +2%
Truist Financial
48
Truist Financial
North Carolina
$1.47M +$2.36K +33 +0.2%
TAP
49
Tounjian Advisory Partners
Florida
$1.46M +$1.53M +21,354 New
VWM
50
VCI Wealth Management
Missouri
$1.37M -$263K -3,686 -16%

FIDU Hedge Fund Activity: Q1 2025 in Review

177 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2025, worth a combined $512M — up 6.9% from $479M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FIDU and 25 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 73 added.

The largest buyer was AGF Management, adding an estimated $10.5M. The largest seller was GGM Wealth Advisors, exiting entirely with an estimated $3.26M sold.

  • 177 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2025, down from 181 in Q4 2024.
  • Funds reported $512M of Fidelity MSCI Industrials Index ETF stock for Q1 2025, up 6.9% quarter-over-quarter.
  • 25 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2025 and 26 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2025 was AGF Management, an estimated $10.5M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2025 was GGM Wealth Advisors, an estimated $3.26M sold.

Based on aggregated 13F filings for Q1 2025.