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Fidelity MSCI Industrials Index ETF

116 hedge funds and large institutions have $263M invested in Fidelity MSCI Industrials Index ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 116116 (0)

0.71% less ownership

Funds ownership: 32.74%32.04% (-0.71%)

8% less capital invested

Capital invested by funds: $286M → $263M (-$23.1M)

Holders
116
Holders Change
Holders Change %
0%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
49
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$910K +$93.6K +1,727 +11%
FA
52
FMA Advisory
Pennsylvania
$886K -$74.9K -1,383 -7%
AA
53
Advisory Alpha
Michigan
$874K +$912K +16,834 New
SS
54
Sunbelt Securities
Texas
$855K
HI
55
Harbour Investments
Wisconsin
$841K +$39.2K +724 +5%
SFPG
56
Stonebridge Financial Planning Group
Florida
$706K +$119K +2,203 +21%
Jane Street
57
Jane Street
New York
$683K +$713K +13,162 New
AWM
58
Avior Wealth Management
Nebraska
$650K -$2.37M -43,670 -78%
MML Investors Services
59
MML Investors Services
Massachusetts
$607K +$22.1K +408 +4%
CS
60
Credit Suisse
Switzerland
$539K +$563K +10,396 New
TCOO
61
Trust Company of Oklahoma
Oklahoma
$536K -$2.06K -38 -0.4%
MA
62
Mutual Advisors
Nebraska
$490K -$1.74M -32,144 -77%
BCM
63
Beck Capital Management
Texas
$488K +$37.7K +695 +8%
IWA
64
IBEX Wealth Advisors
New Jersey
$478K +$295K +5,440 +145%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$475K -$5.09K -94 -1%
FTUS
66
Flow Traders U.S.
New York
$459K +$479K +8,839 New
MAFM
67
Mid Atlantic Financial Management
Pennsylvania
$443K -$4.28K -79 -0.9%
ACA
68
Atlas Capital Advisors
Wyoming
$421K -$542K -10,010 -55%
LFF
69
Level Four Financial
Texas
$412K +$4.06K +75 +1%
CA
70
Continuum Advisory
Idaho
$400K +$67.4K +1,243 +19%
SCA
71
Snowden Capital Advisors
New York
$396K -$68K -1,255 -14%
APA
72
American Portfolios Advisors
New York
$385K +$124K +2,295 +45%
AIA
73
Armor Investment Advisors
North Carolina
$366K +$52.4K +967 +16%
IAA
74
Independent Advisor Alliance
North Carolina
$354K +$11.6K +214 +3%
PVH
75
Psagot Value Holdings
Israel
$350K

FIDU Hedge Fund Activity: Q3 2021 in Review

116 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2021, worth a combined $263M — down 8.1% from $286M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FIDU positions and 12 closed out — a net gain of 1 holder — while 49 added to existing stakes and 31 trimmed.

The largest buyer was Lido Advisors, adding an estimated $10.1M. The largest seller was Vicus Capital, exiting entirely with an estimated $7.39M sold.

  • 116 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $263M of Fidelity MSCI Industrials Index ETF stock for Q3 2021, down 8.1% quarter-over-quarter.
  • 13 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2021 and 12 closed out, a net change of +1 holder.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2021 was Lido Advisors, an estimated $10.1M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2021 was Vicus Capital, an estimated $7.39M sold.

Based on aggregated 13F filings for Q3 2021.