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Fidelity MSCI Industrials Index ETF

111 hedge funds and large institutions have $186M invested in Fidelity MSCI Industrials Index ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.57% less ownership

Funds ownership: 30.29%28.72% (-1.6%)

10% less funds holding

Funds holding: 123111 (-12)

26% less capital invested

Capital invested by funds: $251M → $186M (-$64.3M)

34% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 44

50% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 22

Holders
111
Holders Change
-12
Holders Change %
-9.76%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
29
Reduced
44
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
51
Level Four Advisory Services
Texas
$709K
SS
52
Sunbelt Securities
Texas
$679K -$81.1K -1,660 -10%
AIA
53
Armor Investment Advisors
North Carolina
$587K +$26.4K +541 +4%
TCOO
54
Trust Company of Oklahoma
Oklahoma
$410K -$65K -1,329 -13%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$391K -$36.8K -753 -8%
CA
56
Continuum Advisory
Idaho
$379K +$1.66K +34 +0.4%
APA
57
American Portfolios Advisors
New York
$377K -$32.8K -672 -7%
NL
58
NWAM LLC
Washington
$359K -$158K -3,223 -29%
DOA
59
D'Orazio & Associates
Virginia
$298K
OCM
60
One Capital Management
California
$291K -$8.85K -181 -3%
WCP
61
Welch Capital Partners
New York
$290K
CF
62
Centaurus Financial
California
$288K -$51.6K -1,056 -14%
Northern Trust
63
Northern Trust
Illinois
$282K
SCA
64
Spearhead Capital Advisors
Florida
$280K
AAS
65
Ameritas Advisory Services
Nebraska
$274K -$6.5K -133 -2%
WPP
66
Whalerock Point Partners
Rhode Island
$266K
MA
67
Mutual Advisors
Nebraska
$259K -$188K -3,850 -40%
NA
68
NewEdge Advisors
Louisiana
$231K +$250K +5,105 New
SCA
69
Snowden Capital Advisors
New York
$216K -$179K -3,672 -43%
CA
70
Crumly & Associates
Illinois
$208K -$1.35M -27,671 -86%
FIM
71
Freedom Investment Management
Connecticut
$207K -$26.1K -534 -10%
PA
72
Parallel Advisors
California
$193K +$978 +20 +0.5%
JP Morgan Chase
73
JP Morgan Chase
New York
$188K +$204K +4,169 New
AWM
74
Avior Wealth Management
Nebraska
$179K -$73.9K -1,511 -28%
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$174K +$132K +2,701 +236%

FIDU Hedge Fund Activity: Q2 2022 in Review

111 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2022, worth a combined $186M — down 26% from $251M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of FIDU and 11 opened new positions — a net loss of 11 holders — while 44 trimmed existing stakes and 29 added.

The largest buyer was IronBridge Private Wealth, opening a new position worth an estimated $6.97M. The largest seller was Truist Financial, cutting an estimated $11.1M.

  • 111 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2022, down from 123 in Q1 2022.
  • Funds reported $186M of Fidelity MSCI Industrials Index ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 11 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2022 and 22 closed out, a net change of -11 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2022 was IronBridge Private Wealth, an estimated $6.97M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2022 was Truist Financial, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2022.