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Fidelity MSCI Industrials Index ETF

111 hedge funds and large institutions have $243M invested in Fidelity MSCI Industrials Index ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

70% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 27

22% more capital invested

Capital invested by funds: $199M → $243M (+$43.6M)

9% more funds holding

Funds holding: 102111 (+9)

3.19% less ownership

Funds ownership: 35.35%32.16% (-3.2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
46
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$721K +$680K +13,853 New
HI
52
Harbour Investments
Wisconsin
$710K +$669K +13,630 New
AW
53
ACG Wealth
Georgia
$696K -$14.2K -290 -2%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$677K +$132K +2,690 +26%
PVH
55
Psagot Value Holdings
Israel
$625K +$239K +4,872 +68%
SCA
56
Snowden Capital Advisors
New York
$510K +$15K +306 +3%
MML Investors Services
57
MML Investors Services
Massachusetts
$501K -$82.3K -1,677 -15%
TCOO
58
Trust Company of Oklahoma
Oklahoma
$494K -$1.57K -32 -0.3%
CS
59
Credit Suisse
Switzerland
$481K +$238K +4,843 +110%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$468K +$61.1K +1,245 +16%
BCM
61
Beck Capital Management
Texas
$441K +$186K +3,797 +81%
MAFM
62
Mid Atlantic Financial Management
Pennsylvania
$412K +$14.7K +299 +4%
LFF
63
Level Four Financial
Texas
$394K +$4.17K +85 +1%
DOA
64
D'Orazio & Associates
Virginia
$344K
IAA
65
Independent Advisor Alliance
North Carolina
$342K +$7.07K +144 +2%
IP
66
Investment Partners
Ohio
$312K +$5.89K +120 +2%
WPP
67
Whalerock Point Partners
Rhode Island
$307K
AIA
68
Armor Investment Advisors
North Carolina
$291K -$9.27K -189 -3%
CA
69
Continuum Advisory
Idaho
$279K
SPFA
70
Summit Place Financial Advisors
New Jersey
$275K -$67.5K -1,375 -21%
SWP
71
Stratos Wealth Partners
Ohio
$268K +$252K +5,144 New
UBS Group
72
UBS Group
Switzerland
$233K +$14.7K +300 +7%
SAM
73
Secure Asset Management
Michigan
$231K -$5.2K -106 -2%
ACM
74
Advisors Capital Management
New Jersey
$213K +$201K +4,102 New
APA
75
American Portfolios Advisors
New York
$210K +$157K +3,190 +375%

FIDU Hedge Fund Activity: Q1 2021 in Review

111 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2021, worth a combined $243M — up 22% from $199M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FIDU positions and 11 closed out — a net gain of 9 holders — while 46 added to existing stakes and 27 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $10.4M. The largest seller was HBW Advisory Services, cutting an estimated $5.04M.

  • 111 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2021, up from 102 in Q4 2020.
  • Funds reported $243M of Fidelity MSCI Industrials Index ETF stock for Q1 2021, up 22% quarter-over-quarter.
  • 20 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2021 and 11 closed out, a net change of +9 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2021 was Commonwealth Equity Services, an estimated $10.4M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2021 was HBW Advisory Services, an estimated $5.04M sold.

Based on aggregated 13F filings for Q1 2021.