We are live on ! Find out more
FIDU icon

Fidelity MSCI Industrials Index ETF

109 hedge funds and large institutions have $175M invested in Fidelity MSCI Industrials Index ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

0.96% more ownership

Funds ownership: 28.72%29.68% (+0.96%)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 111109 (-2)

6% less capital invested

Capital invested by funds: $186M → $175M (-$10.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
109
Holders Change
-2
Holders Change %
-1.8%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
36
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
51
Stonebridge Financial Planning Group
Florida
$564K -$479K -9,929 -43%
AII
52
AGF Investments Inc
Ontario, Canada
$474K +$523K +10,851 New
TCOO
53
Trust Company of Oklahoma
Oklahoma
$418K +$24.1K +500 +6%
SCA
54
Snowden Capital Advisors
New York
$383K +$192K +3,978 +83%
CA
55
Continuum Advisory
Idaho
$366K
APA
56
American Portfolios Advisors
New York
$362K -$2.36K -49 -0.6%
RJA
57
Raymond James & Associates
Florida
$361K +$398K +8,255 New
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$298K -$85.7K -1,777 -21%
UBS Group
59
UBS Group
Switzerland
$290K +$281K +5,830 +710%
DOA
60
D'Orazio & Associates
Virginia
$288K
CF
61
Centaurus Financial
California
$286K +$8.34K +173 +3%
OCM
62
One Capital Management
California
$282K
WCP
63
Welch Capital Partners
New York
$280K
Northern Trust
64
Northern Trust
Illinois
$273K
SCA
65
Spearhead Capital Advisors
Florida
$270K
AAS
66
Ameritas Advisory Services
Nebraska
$263K -$2.02K -42 -0.7%
WPP
67
Whalerock Point Partners
Rhode Island
$257K
NA
68
NewEdge Advisors
Louisiana
$224K +$675 +14 +0.3%
EFS
69
Essex Financial Services
Connecticut
$222K +$245K +5,074 New
MML Investors Services
70
MML Investors Services
Massachusetts
$211K +$233K +4,837 New
SPC
71
Sigma Planning Corp
Michigan
$210K -$1.6M -33,091 -87%
CA
72
Crumly & Associates
Illinois
$201K
MHR
73
Matthew Hamilton Rosenberg
$156K
PA
74
Parallel Advisors
California
$142K -$49.2K -1,020 -24%
CH
75
Canton Hathaway
Rhode Island
$129K

FIDU Hedge Fund Activity: Q3 2022 in Review

109 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2022, worth a combined $175M — down 5.8% from $186M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FIDU and 15 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 36 added.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $11.5M. The largest seller was IronBridge Private Wealth, exiting entirely with an estimated $6.44M sold.

  • 109 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2022, down from 111 in Q2 2022.
  • Funds reported $175M of Fidelity MSCI Industrials Index ETF stock for Q3 2022, down 5.8% quarter-over-quarter.
  • 15 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2022 and 16 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2022 was AE Wealth Management, an estimated $11.5M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2022 was IronBridge Private Wealth, an estimated $6.44M sold.

Based on aggregated 13F filings for Q3 2022.