We are live on ! Find out more
FIDU icon

Fidelity MSCI Industrials Index ETF

133 hedge funds and large institutions have $290M invested in Fidelity MSCI Industrials Index ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

71% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 28

15% more funds holding

Funds holding: 116133 (+17)

10% more capital invested

Capital invested by funds: $263M → $290M (+$27.2M)

0.53% less ownership

Funds ownership: 32.04%31.51% (-0.53%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
133
Holders Change
+17
Holders Change %
+14.66%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
48
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$1.1M +$117K +2,118 +12%
BWM
52
Birchcreek Wealth Management
Ohio
$1.08M +$36.1K +652 +4%
ACA
53
Atlas Capital Advisors
Wyoming
$1.01M +$548K +9,898 +122%
BFA
54
Beaumont Financial Advisors
Massachusetts
$973K -$182K -3,288 -16%
LA
55
Lifeworks Advisors
Michigan
$971K +$956K +17,283 New
SS
56
Sunbelt Securities
Texas
$927K +$86.9K +1,570 +10%
OMC
57
Old Mission Capital
Illinois
$682K +$671K +12,133 New
PAG
58
Private Advisor Group
New Jersey
$679K -$677K -12,233 -50%
Citadel Advisors
59
Citadel Advisors
Florida
$646K -$2.85M -51,518 -82%
LFAS
60
Level Four Advisory Services
Texas
$617K +$608K +10,981 New
SFPG
61
Stonebridge Financial Planning Group
Florida
$606K -$48.2K -872 -7%
AIA
62
Armor Investment Advisors
North Carolina
$603K +$203K +3,676 +52%
MML Investors Services
63
MML Investors Services
Massachusetts
$600K -$56.5K -1,022 -9%
TCOO
64
Trust Company of Oklahoma
Oklahoma
$591K +$11.1K +200 +2%
BCM
65
Beck Capital Management
Texas
$554K +$25.4K +459 +5%
MA
66
Mutual Advisors
Nebraska
$537K +$6.47K +117 +1%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$532K +$17.4K +314 +3%
NA
68
NewEdge Advisors
Louisiana
$501K +$493K +8,917 New
AWM
69
Avior Wealth Management
Nebraska
$491K -$210K -3,792 -30%
APA
70
American Portfolios Advisors
New York
$476K +$58.9K +1,065 +14%
TRCT
71
Tower Research Capital (TRC)
New York
$475K -$856K -15,466 -65%
CA
72
Continuum Advisory
Idaho
$469K +$34.5K +624 +8%
Northern Trust
73
Northern Trust
Illinois
$465K +$458K +8,281 New
AWM
74
Axxcess Wealth Management
California
$425K +$419K +7,568 New
SCA
75
Snowden Capital Advisors
New York
$418K -$10.9K -197 -3%