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Fidelity MSCI Industrials Index ETF

149 hedge funds and large institutions have $530M invested in Fidelity MSCI Industrials Index ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

35% more capital invested

Capital invested by funds: $392M → $530M (+$138M)

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

7.13% more ownership

Funds ownership: 37.43%44.57% (+7.1%)

4% more funds holding

Funds holding: 143149 (+6)

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
49
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
51
Stonebridge Financial Planning Group
Florida
$1.03M +$14.6K +221 +1%
TCOO
52
Trust Company of Oklahoma
Oklahoma
$994K -$70.2K -1,062 -7%
SS
53
Sunbelt Securities
Texas
$947K +$31.7K +480 +3%
LFAS
54
Level Four Advisory Services
Texas
$931K +$6.94K +105 +0.7%
QAM
55
Q3 Asset Management
Michigan
$897K +$902K +13,646 New
PWM
56
Penobscot Wealth Management
Maine
$855K +$124K +1,869 +17%
BCA
57
Bray Capital Advisors
Florida
$850K
HCA
58
Heck Capital Advisors
Wisconsin
$767K -$18.4K -279 -2%
EFS
59
Essex Financial Services
Connecticut
$738K -$7.54K -114 -1%
BOSSRA
60
B.O.S.S. Retirement Advisors
Utah
$736K +$279K +4,213 +60%
MA
61
Montag & Associates
Georgia
$721K
SI
62
Stephens Inc
Arkansas
$697K
MML Investors Services
63
MML Investors Services
Massachusetts
$683K +$38.2K +577 +6%
IAN
64
Integrated Advisors Network
Texas
$667K +$113K +1,703 +20%
Mariner
65
Mariner
Kansas
$655K -$15.7K -237 -2%
JP Morgan Chase
66
JP Morgan Chase
New York
$643K -$2.2M -33,286 -77%
CA
67
Continuum Advisory
Idaho
$557K +$9.79K +148 +2%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$497K -$107K -1,619 -18%
AAS
69
Ameritas Advisory Services
Nebraska
$491K +$497K +7,513 New
MWM
70
Maltin Wealth Management
New Jersey
$450K +$727 +11 +0.2%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$446K -$172K -2,596 -28%
PWA
72
Prairie Wealth Advisors
Nebraska
$440K +$19.1K +289 +4%
CF
73
Centaurus Financial
California
$417K -$34.9K -527 -8%
Pathstone Holdings
74
Pathstone Holdings
New Jersey
$394K +$5.55K +84 +1%
TC
75
TownSquare Capital
Utah
$393K -$6.81K -103 -2%

FIDU Hedge Fund Activity: Q2 2024 in Review

149 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2024, worth a combined $530M — up 35% from $392M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FIDU positions and 14 closed out — a net gain of 8 holders — while 49 added to existing stakes and 39 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $125M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.44M sold.

  • 149 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2024, up from 143 in Q1 2024.
  • Funds reported $530M of Fidelity MSCI Industrials Index ETF stock for Q2 2024, up 35% quarter-over-quarter.
  • 22 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2024 and 14 closed out, a net change of +8 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2024 was Charles Schwab, an estimated $125M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2024 was Goldman Sachs, an estimated $2.44M sold.

Based on aggregated 13F filings for Q2 2024.