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Fidelity MSCI Industrials Index ETF
FIDU

Overview Fund Activity

159 hedge funds and large institutions have $467M invested in Fidelity MSCI Industrials Index ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+10
Holders Change %
+6.71%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
57
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$26.6M
2
SA
2
Sanctuary Advisors
Indiana
$11.7M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$49.4M
4
AWM
4
AE Wealth Management
Kansas
$53.8M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$2.32M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
VC
2
Vicus Capital
Pennsylvania
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$448K
5
Ameriprise
5
Ameriprise
Minnesota
$7.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
QAM
51
Q3 Asset Management
Michigan
$1.11M +$128K +1,776 +13%
SFPG
52
Stonebridge Financial Planning Group
Florida
$1.11M -$28.8K -399 -3%
SS
53
Sunbelt Securities
Texas
$1.08M +$39.1K +542 +4%
TCOO
54
Trust Company of Oklahoma
Oklahoma
$1.08M -$16.4K -227 -1%
PWM
55
Penobscot Wealth Management
Maine
$1.06M +$106K +1,463 +11%
VWM
56
VCI Wealth Management
Missouri
$1M -$1.34M -18,535 -57%
LFAS
57
Level Four Advisory Services
Texas
$984K -$33.4K -467 -3%
BOSSRA
58
B.O.S.S. Retirement Advisors
Utah
$960K +$147K +2,041 +18%
BCA
59
Bray Capital Advisors
Florida
$938K – – –
ECA
60
Elevated Capital Advisors
Utah
$894K +$894K +12,386 New
MWM
61
Meridian Wealth Management
Kentucky
$857K +$857K +11,873 New
HCA
62
Heck Capital Advisors
Wisconsin
$851K +$4.4K +61 +0.5%
EFS
63
Essex Financial Services
Connecticut
$848K +$37.1K +509 +5%
MML Investors Services
64
MML Investors Services
Massachusetts
$801K +$47K +652 +6%
MA
65
Montag & Associates
Georgia
$791K -$5.2K -72 -0.7%
SI
66
Stephens Inc
Arkansas
$749K -$19.8K -274 -3%
IAN
67
Integrated Advisors Network
Texas
$698K -$38.9K -539 -5%
CA
68
Continuum Advisory
Idaho
$638K – – –
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$561K +$12.2K +169 +2%
CWM
70
Congress Wealth Management
Massachusetts
$558K +$142K +1,962 +34%
AAS
71
Ameritas Advisory Services
Nebraska
$516K -$26K -360 -5%
TC
72
TownSquare Capital
Utah
$509K +$75.1K +1,040 +17%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$509K +$16.2K +225 +3%
MWM
74
Maltin Wealth Management
New Jersey
$498K +$794 +11 +0.2%
SF
75
Summit Financial
New Jersey
$493K +$493K +6,836 New
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3
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