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Fidelity MSCI Industrials Index ETF
FIDU

181 hedge funds and large institutions have $479M invested in Fidelity MSCI Industrials Index ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

66% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 41

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more funds holding

Funds holding: 159 → 181 (+22)

2% more capital invested

Capital invested by funds: $467M → $479M (+$11.4M)

0.77% less ownership

Funds ownership: 40.27% → 39.5% (-0.77%)

Holders
181
Holders Change
+22
Holders Change %
+13.84%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
40
Increased
68
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$7.55M
2
AWM
AE Wealth Management
Kansas
+$6.71M
3
LPL Financial
LPL Financial
California
+$3.97M
4
MWM
Modern Wealth Management
Kansas
+$3.62M
5
GWA
GGM Wealth Advisors
Maryland
+$3.41M

Top Sellers

Rank Fund Capital Flow
1
AM
AGF Management
Ontario, Canada
-$17M
2
PCS
Personal CFO Solutions
New Jersey
-$5.6M
3
ASN
Advisory Services Network
Georgia
-$3.65M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.19M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
51
Q3 Asset Management
Michigan
$1.36M +$293K +3,977 +26%
ECA
52
Elevated Capital Advisors
Utah
$1.36M +$512K +6,950 +56%
SSW
53
Smith Shellnut Wilson
Mississippi
$1.26M +$1.32M +17,973 New
MA
54
Maxele Advisors
Missouri
$1.21M +$1.27M +17,227 New
RF
55
Roxbury Financial
New Jersey
$1.17M +$1.11M +15,121 New
SCA
56
Snowden Capital Advisors
New York
$1.14M -$22.4K -304 -2%
Mariner
57
Mariner
Kansas
$1.09M -$3.76K -51 -0.3%
SFPG
58
Stonebridge Financial Planning Group
Florida
$1.06M -$22K -299 -2%
PWM
59
Penobscot Wealth Management
Maine
$1.05M +$18.3K +248 +2%
TCOO
60
Trust Company of Oklahoma
Oklahoma
$1.04M -$15.1K -205 -1%
LFAS
61
Level Four Advisory Services
Texas
$998K +$30.7K +417 +3%
BCA
62
Bray Capital Advisors
Florida
$914K – – –
MML Investors Services
63
MML Investors Services
Massachusetts
$844K +$66K +896 +8%
ASN
64
Advisory Services Network
Georgia
$839K -$3.65M -49,471 -81%
HCA
65
Heck Capital Advisors
Wisconsin
$827K -$2.21K -30 -0.3%
EFS
66
Essex Financial Services
Connecticut
$815K -$2.29K -31 -0.3%
MA
67
Montag & Associates
Georgia
$775K +$4.57K +62 +0.6%
TC
68
TownSquare Capital
Utah
$733K +$248K +3,365 +48%
MWM
69
Meridian Wealth Management
Kentucky
$711K -$129K -1,754 -15%
CWM
70
Congress Wealth Management
Massachusetts
$708K +$172K +2,335 +30%
SI
71
Stephens Inc
Arkansas
$702K -$29.2K -396 -4%
IAN
72
Integrated Advisors Network
Texas
$650K -$31.6K -429 -4%
NWM
73
Nova Wealth Management
Florida
$642K +$673K +9,125 New
CA
74
Continuum Advisory
Idaho
$599K – – –
ANBT
75
American National Bank & Trust
Texas
$599K +$465K +6,309 +285%
1 2
3
4 5

FIDU Hedge Fund Activity: Q4 2024 in Review

181 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q4 2024, worth a combined $479M — up 2.4% from $467M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FIDU positions and 16 closed out — a net gain of 24 holders — while 68 added to existing stakes and 41 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $7.55M. The largest seller was AGF Management, cutting an estimated $17M.

  • 181 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q4 2024, up from 159 in Q3 2024.
  • Funds reported $479M of Fidelity MSCI Industrials Index ETF stock for Q4 2024, up 2.4% quarter-over-quarter.
  • 40 funds opened new Fidelity MSCI Industrials Index ETF positions in Q4 2024 and 16 closed out, a net change of +24 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q4 2024 was Thrivent Financial for Lutherans, an estimated $7.55M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q4 2024 was AGF Management, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2024.