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Fidelity MSCI Industrials Index ETF

134 hedge funds and large institutions have $284M invested in Fidelity MSCI Industrials Index ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

8% more capital invested

Capital invested by funds: $263M → $284M (+$21.3M)

5% more funds holding

Funds holding: 128134 (+6)

2.5% more ownership

Funds ownership: 34.08%36.58% (+2.5%)

8% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
43
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
51
Bray Capital Advisors
Florida
$704K
HCA
52
Heck Capital Advisors
Wisconsin
$673K -$99.2K -1,746 -12%
SCA
53
Snowden Capital Advisors
New York
$589K -$5.91K -104 -0.9%
SI
54
Stephens Inc
Arkansas
$577K +$606K +10,655 New
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$562K +$289K +5,086 +96%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$513K -$2.42M -42,595 -82%
AWA
57
Amplius Wealth Advisors
Pennsylvania
$505K -$682 -12 -0.1%
CF
58
Centaurus Financial
California
$488K +$194K +3,417 +61%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$471K +$1.02K +18 +0.2%
CA
60
Continuum Advisory
Idaho
$453K
MWM
61
Maltin Wealth Management
New Jersey
$432K +$48.8K +858 +12%
EFS
62
Essex Financial Services
Connecticut
$412K +$126K +2,225 +41%
IAN
63
Integrated Advisors Network
Texas
$370K +$388K +6,834 New
AAS
64
Ameritas Advisory Services
Nebraska
$362K +$380K +6,681 New
MML Investors Services
65
MML Investors Services
Massachusetts
$359K +$23.3K +410 +7%
SPC
66
Sigma Planning Corp
Michigan
$344K +$361K +6,358 New
Mariner
67
Mariner
Kansas
$340K +$357K +6,280 New
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$322K -$14.3K -251 -4%
WPP
69
Whalerock Point Partners
Rhode Island
$319K
Ameriprise
70
Ameriprise
Minnesota
$313K -$45.1K -794 -12%
BCM
71
Brookstone Capital Management
Illinois
$299K -$32.2K -567 -9%
MA
72
Montag & Associates
Georgia
$286K +$99.7K +1,754 +50%
BAM
73
Belpointe Asset Management
Nevada
$284K -$4.43K -78 -1%
TC
74
TownSquare Capital
Utah
$281K +$3.35K +59 +1%
LNC
75
Lincoln National Corp
Pennsylvania
$274K +$288K +5,064 New

FIDU Hedge Fund Activity: Q3 2023 in Review

134 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2023, worth a combined $284M — up 8.1% from $263M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FIDU positions and 14 closed out — a net gain of 7 holders — while 43 added to existing stakes and 40 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $24M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.42M.

  • 134 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2023, up from 128 in Q2 2023.
  • Funds reported $284M of Fidelity MSCI Industrials Index ETF stock for Q3 2023, up 8.1% quarter-over-quarter.
  • 21 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2023 and 14 closed out, a net change of +7 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $24M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $2.42M sold.

Based on aggregated 13F filings for Q3 2023.