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Fidelity MSCI Industrials Index ETF

128 hedge funds and large institutions have $263M invested in Fidelity MSCI Industrials Index ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

17% more capital invested

Capital invested by funds: $224M → $263M (+$38.4M)

3% more funds holding

Funds holding: 124128 (+4)

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

0.61% more ownership

Funds ownership: 33.47%34.08% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
41
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
51
Bray Capital Advisors
Florida
$739K -$75.5K -1,425 -10%
SCA
52
Snowden Capital Advisors
New York
$625K +$25K +471 +4%
BWM
53
Birchcreek Wealth Management
Ohio
$597K -$138K -2,608 -20%
TCOO
54
Trust Company of Oklahoma
Oklahoma
$573K +$6.46K +122 +1%
AWA
55
Amplius Wealth Advisors
Pennsylvania
$532K +$3.5K +66 +0.7%
JMPWA
56
JP Morgan Private Wealth Advisors
California
$494K +$460K +8,684 New
CA
57
Continuum Advisory
Idaho
$476K
MWM
58
Maltin Wealth Management
New Jersey
$405K +$55K +1,038 +17%
Ameriprise
59
Ameriprise
Minnesota
$374K -$672K -12,682 -66%
CI
60
CX Institutional
Indiana
$361K -$1.21M -22,778 -78%
MML Investors Services
61
MML Investors Services
Massachusetts
$354K +$51.1K +964 +18%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$353K -$142K -2,674 -30%
BCM
63
Brookstone Capital Management
Illinois
$348K -$64K -1,208 -16%
WPP
64
Whalerock Point Partners
Rhode Island
$335K
RJA
65
Raymond James & Associates
Florida
$322K +$75.9K +1,433 +34%
CF
66
Centaurus Financial
California
$319K -$83.2K -1,571 -22%
EFS
67
Essex Financial Services
Connecticut
$306K -$34.4K -649 -11%
BAM
68
Belpointe Asset Management
Nevada
$303K -$35.2K -664 -11%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$301K +$75.6K +1,427 +37%
TC
70
TownSquare Capital
Utah
$292K +$3.55K +67 +1%
AAS
71
Avantax Advisory Services
Texas
$286K -$50.3K -949 -16%
Fisher Asset Management
72
Fisher Asset Management
Washington
$246K +$229K +4,321 New
JWCA
73
J.W. Cole Advisors
Florida
$238K +$6.78K +128 +3%
CA
74
Crumly & Associates
Illinois
$237K -$22.9K -433 -9%
BOSSRA
75
B.O.S.S. Retirement Advisors
Utah
$235K -$5.67K -107 -3%

FIDU Hedge Fund Activity: Q2 2023 in Review

128 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2023, worth a combined $263M — up 17% from $224M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FIDU positions and 11 closed out — a net gain of 7 holders — while 41 added to existing stakes and 38 trimmed.

The largest buyer was Lido Advisors, adding an estimated $4.73M. The largest seller was Osaic Holdings, cutting an estimated $3.92M.

  • 128 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2023, up from 124 in Q1 2023.
  • Funds reported $263M of Fidelity MSCI Industrials Index ETF stock for Q2 2023, up 17% quarter-over-quarter.
  • 18 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2023 and 11 closed out, a net change of +7 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2023 was Lido Advisors, an estimated $4.73M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2023 was Osaic Holdings, an estimated $3.92M sold.

Based on aggregated 13F filings for Q2 2023.