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Fidelity MSCI Industrials Index ETF

143 hedge funds and large institutions have $392M invested in Fidelity MSCI Industrials Index ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

13% more capital invested

Capital invested by funds: $346M → $392M (+$46.3M)

1% less funds holding

Funds holding: 144143 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1.69% less ownership

Funds ownership: 39.12%37.43% (-1.7%)

Holders
143
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
53
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
51
Stonebridge Financial Planning Group
Florida
$1.05M +$156K +2,472 +19%
SS
52
Sunbelt Securities
Texas
$950K +$1.33K +21 +0.2%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$918K +$267K +4,232 +45%
BCA
54
Bray Capital Advisors
Florida
$882K
LFAS
55
Level Four Advisory Services
Texas
$865K
HCA
56
Heck Capital Advisors
Wisconsin
$814K +$6.69K +106 +0.9%
PWM
57
Penobscot Wealth Management
Maine
$767K +$714K +11,309 New
EFS
58
Essex Financial Services
Connecticut
$762K +$232K +3,674 +49%
MA
59
Montag & Associates
Georgia
$748K +$214K +3,394 +44%
Prudential Financial
60
Prudential Financial
New Jersey
$747K +$440K +6,966 +172%
SI
61
Stephens Inc
Arkansas
$723K
Mariner
62
Mariner
Kansas
$695K +$432K +6,849 +201%
MML Investors Services
63
MML Investors Services
Massachusetts
$669K -$15.4K -244 -2%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$639K +$5.37K +85 +0.9%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$626K +$241K +3,815 +71%
SW
66
SVB Wealth
Massachusetts
$582K -$119K -1,882 -18%
IAN
67
Integrated Advisors Network
Texas
$577K +$75.1K +1,189 +16%
CA
68
Continuum Advisory
Idaho
$565K
CF
69
Centaurus Financial
California
$468K -$126K -1,997 -22%
MWM
70
Maltin Wealth Management
New Jersey
$466K +$631 +10 +0.1%
PWA
71
Prairie Wealth Advisors
Nebraska
$437K +$406K +6,438 New
BOSSRA
72
B.O.S.S. Retirement Advisors
Utah
$432K -$6.69K -106 -1%
TC
73
TownSquare Capital
Utah
$415K +$66K +1,045 +21%
Pathstone Holdings
74
Pathstone Holdings
New Jersey
$403K +$42.5K +674 +13%
WPP
75
Whalerock Point Partners
Rhode Island
$399K

FIDU Hedge Fund Activity: Q1 2024 in Review

143 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2024, worth a combined $392M — up 13% from $346M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FIDU and 16 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 53 added.

The largest buyer was AGF Management, adding an estimated $5.47M. The largest seller was Morgan Stanley, cutting an estimated $6.62M.

  • 143 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2024, down from 144 in Q4 2023.
  • Funds reported $392M of Fidelity MSCI Industrials Index ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 16 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2024 and 17 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2024 was AGF Management, an estimated $5.47M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $6.62M sold.

Based on aggregated 13F filings for Q1 2024.