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Fidelity MSCI Industrials Index ETF

123 hedge funds and large institutions have $251M invested in Fidelity MSCI Industrials Index ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.22% less ownership

Funds ownership: 31.51%30.29% (-1.2%)

8% less funds holding

Funds holding: 133123 (-10)

12% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 43

14% less capital invested

Capital invested by funds: $290M → $251M (-$39.3M)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
123
Holders Change
-10
Holders Change %
-7.52%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
38
Reduced
43
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFG
51
Demars Financial Group
Washington
$878K +$868K +16,317 New
LFAS
52
Level Four Advisory Services
Texas
$844K +$250K +4,707 +43%
TRIA
53
Trail Ridge Investment Advisors
Colorado
$812K +$422K +7,938 +111%
PPA
54
Parametric Portfolio Associates
Washington
$712K +$499K +9,392 +245%
AIA
55
Armor Investment Advisors
North Carolina
$670K +$91.9K +1,729 +16%
CAN
56
Cetera Advisor Networks
California
$631K +$623K +11,718 New
NL
57
NWAM LLC
Washington
$601K +$257K +4,829 +76%
SFPG
58
Stonebridge Financial Planning Group
Florida
$577K -$51.9K -976 -8%
TCOO
59
Trust Company of Oklahoma
Oklahoma
$559K -$7.02K -132 -1%
BCM
60
Beck Capital Management
Texas
$528K -$2.82K -53 -0.5%
MA
61
Mutual Advisors
Nebraska
$516K +$1.38K +26 +0.3%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$504K -$6.12K -115 -1%
APA
63
American Portfolios Advisors
New York
$484K +$28.1K +528 +6%
SCA
64
Snowden Capital Advisors
New York
$455K +$54.6K +1,026 +14%
CA
65
Continuum Advisory
Idaho
$412K +$213 +4 +0%
CF
66
Centaurus Financial
California
$400K +$45.7K +859 +13%
OCM
67
One Capital Management
California
$357K
DOA
68
D'Orazio & Associates
Virginia
$355K
WCP
69
Welch Capital Partners
New York
$345K
Northern Trust
70
Northern Trust
Illinois
$336K -$108K -2,040 -25%
AAS
71
Ameritas Advisory Services
Nebraska
$334K +$110K +2,066 +50%
SCA
72
Spearhead Capital Advisors
Florida
$333K +$329K +6,184 New
MML Investors Services
73
MML Investors Services
Massachusetts
$329K -$242K -4,556 -43%
WPP
74
Whalerock Point Partners
Rhode Island
$317K
AWS
75
Atria Wealth Solutions
New York
$311K +$308K +5,785 New

FIDU Hedge Fund Activity: Q1 2022 in Review

123 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2022, worth a combined $251M — down 14% from $290M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FIDU and 21 opened new positions — a net loss of 6 holders — while 43 trimmed existing stakes and 38 added.

The largest buyer was Bank of America, adding an estimated $11.3M. The largest seller was Vicus Capital, exiting entirely with an estimated $9.61M sold.

  • 123 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2022, down from 133 in Q4 2021.
  • Funds reported $251M of Fidelity MSCI Industrials Index ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 21 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2022 and 27 closed out, a net change of -6 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2022 was Bank of America, an estimated $11.3M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2022 was Vicus Capital, an estimated $9.61M sold.

Based on aggregated 13F filings for Q1 2022.