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Fidelity MSCI Industrials Index ETF
FIDU

Overview Fund Activity

122 hedge funds and large institutions have $222M invested in Fidelity MSCI Industrials Index ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+14
Holders Change %
+12.96%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
30
Increased
38
Reduced
33
Closed
11
Calls
$355K
Puts
$5K
Net Calls
+$350K
Net Calls Change
+$350K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$16.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.88M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.49M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.37M
5
WA
5
Win Advisors
Florida
$3.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$1.09M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.9M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.06M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$801K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
51
Bray Capital Advisors
Florida
$726K -$522K -10,290 -42%
TRCT
52
Tower Research Capital (TRC)
New York
$709K -$679K -13,397 -49%
SFPG
53
Stonebridge Financial Planning Group
Florida
$669K +$14K +277 +2%
BCM
54
Brookstone Capital Management
Illinois
$538K +$538K +10,328 New
SCA
55
Snowden Capital Advisors
New York
$517K +$71.6K +1,412 +16%
TCOO
56
Trust Company of Oklahoma
Oklahoma
$477K -$7.61K -150 -2%
AWA
57
Amplius Wealth Advisors
Pennsylvania
$462K +$462K +9,110 New
CA
58
Continuum Advisory
Idaho
$425K – – –
UBS Group
59
UBS Group
Switzerland
$357K +$20K +395 +6%
CF
60
Centaurus Financial
California
$352K +$19.6K +385 +6%
OPS
61
Orion Portfolio Solutions
Nebraska
$351K +$351K +6,913 New
AAS
62
Ameritas Advisory Services
Nebraska
$350K +$44.1K +869 +14%
LNC
63
Lincoln National Corp
Pennsylvania
$338K +$338K +6,658 New
DOA
64
D'Orazio & Associates
Virginia
$335K – – –
AAS
65
Avantax Advisory Services
Texas
$325K +$325K +6,418 New
WCP
66
Welch Capital Partners
New York
$325K – – –
Northern Trust
67
Northern Trust
Illinois
$316K – – –
WPP
68
Whalerock Point Partners
Rhode Island
$299K – – –
BAM
69
Belpointe Asset Management
Nevada
$294K +$294K +5,801 New
SPC
70
Sigma Planning Corp
Michigan
$285K +$41.7K +822 +17%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$281K -$65.9K -1,297 -19%
MWM
72
Maltin Wealth Management
New Jersey
$270K +$270K +5,327 New
MML Investors Services
73
MML Investors Services
Massachusetts
$270K +$24.4K +480 +10%
EFS
74
Essex Financial Services
Connecticut
$256K -$861 -17 -0.3%
OCM
75
One Capital Management
California
$244K -$83.2K -1,641 -25%
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