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Fidelity MSCI Industrials Index ETF

116 hedge funds and large institutions have $286M invested in Fidelity MSCI Industrials Index ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 63 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 24

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $243M → $286M (+$42.7M)

5% more funds holding

Funds holding: 111116 (+5)

0.58% more ownership

Funds ownership: 32.16%32.74% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
63
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Arkadios Wealth Advisors
Georgia
$1.01M +$8.13K +150 +0.8%
FA
52
FMA Advisory
Pennsylvania
$1M +$18.6K +343 +2%
BFA
53
Beaumont Financial Advisors
Massachusetts
$984K -$339K -6,266 -26%
ACA
54
Atlas Capital Advisors
Wyoming
$983K -$194K -3,575 -16%
Ameriprise
55
Ameriprise
Minnesota
$946K +$955K +17,638 New
BWM
56
Birchcreek Wealth Management
Ohio
$893K +$90.7K +1,674 +11%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$858K +$153K +2,826 +22%
SS
58
Sunbelt Securities
Texas
$855K +$95.1K +1,755 +12%
HI
59
Harbour Investments
Wisconsin
$840K +$101K +1,857 +14%
TRCT
60
Tower Research Capital (TRC)
New York
$731K +$726K +13,403 +17,406%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$726K +$725K +13,381 New
PAG
62
Private Advisor Group
New Jersey
$678K -$73.7K -1,360 -10%
MML Investors Services
63
MML Investors Services
Massachusetts
$612K +$90.7K +1,675 +17%
SFPG
64
Stonebridge Financial Planning Group
Florida
$567K +$562K +10,367 New
TCOO
65
Trust Company of Oklahoma
Oklahoma
$562K +$47.4K +875 +9%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$502K +$14.4K +265 +3%
SCA
67
Snowden Capital Advisors
New York
$482K -$48.3K -892 -9%
BCM
68
Beck Capital Management
Texas
$472K +$13.1K +242 +3%
MAFM
69
Mid Atlantic Financial Management
Pennsylvania
$468K +$38.4K +709 +9%
LFF
70
Level Four Financial
Texas
$426K +$16.3K +300 +4%
PVH
71
Psagot Value Holdings
Israel
$366K -$284K -5,249 -44%
DOA
72
D'Orazio & Associates
Virginia
$358K
IAA
73
Independent Advisor Alliance
North Carolina
$358K +$2.82K +52 +0.8%
LG
74
Leuthold Group
Minnesota
$354K +$353K +6,521 New
CA
75
Continuum Advisory
Idaho
$351K +$68.3K +1,261 +24%

FIDU Hedge Fund Activity: Q2 2021 in Review

116 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2021, worth a combined $286M — up 18% from $243M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FIDU positions and 10 closed out — a net gain of 5 holders — while 63 added to existing stakes and 24 trimmed.

The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $6.24M. The largest seller was Commonwealth Equity Services, cutting an estimated $5.71M.

  • 116 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2021, up from 111 in Q1 2021.
  • Funds reported $286M of Fidelity MSCI Industrials Index ETF stock for Q2 2021, up 18% quarter-over-quarter.
  • 15 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2021 and 10 closed out, a net change of +5 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2021 was B. Riley Wealth Advisors, an estimated $6.24M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2021 was Commonwealth Equity Services, an estimated $5.71M sold.

Based on aggregated 13F filings for Q2 2021.