FIDU icon

Fidelity MSCI Industrials Index ETF
FIDU

Overview Fund Activity

102 hedge funds and large institutions have $199M invested in Fidelity MSCI Industrials Index ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+16
Holders Change %
+18.6%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
21
Increased
37
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$11M
2
HAS
2
HBW Advisory Services
California
$6.49M
3
Truist Financial
3
Truist Financial
North Carolina
$7.73M
4
QAM
4
Q3 Asset Management
Michigan
$2.27M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.89M

Top Sellers

1
NR
1
Newfound Research
Massachusetts
$0
2
ST
2
Spinnaker Trust
Maine
$2.11M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.5M
4
TRCT
4
Tower Research Capital (TRC)
New York
$69K
5
FSC
5
Full Sail Capital
Oklahoma
$9.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
76
TRUE Private Wealth Advisors
Oregon
$81K – – –
Franklin Resources
77
Franklin Resources
California
$79K – – –
VBCG
78
Valley Brook Capital Group
Pennsylvania
$75K +$75K +1,605 New
IAIM
79
International Assets Investment Management
Florida
$70K +$70K +1,490 New
TRCT
80
Tower Research Capital (TRC)
New York
$69K -$543K -11,633 -89%
CFD
81
Creative Financial Designs
Indiana
$53K +$28.7K +612 +118%
EIP
82
Ellis Investment Partners
Pennsylvania
$43K -$28.5K -601 -40%
APA
83
American Portfolios Advisors
New York
$40K +$40K +850 New
CFGS
84
Concourse Financial Group Securities
Alabama
$30K – – –
CCM
85
Cribstone Capital Management
Maine
$30K +$30K +631 New
AIC
86
Archer Investment Corporation
Indiana
$24.7K – – –
CICI
87
Capital Investment Counsel Inc
North Carolina
$21K – – –
PFGIA
88
Patriot Financial Group Insurance Agency
Massachusetts
$19K – – –
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$19K +$19K +397 New
EW
90
Element Wealth
Mississippi
$8K – – –
BFC
91
Bedel Financial Consulting
Indiana
$5K – – –
IA
92
Inspire Advisors
Idaho
$5K +$5K +100 New
IWMWV
93
Ironwood Wealth Management (West Virginia)
West Virginia
$5K +$5K +100 New
Citigroup
94
Citigroup
New York
$5K +$5K +100 New
VFA
95
Valeo Financial Advisors
Indiana
$4K – – –
FRA
96
Front Row Advisors
California
$4K – – –
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
SPIA
98
Steward Partners Investment Advisory
New York
$3K +$3K +65 New
KFS
99
Kelly Financial Services
Massachusetts
$2.48K – – –
CFA
100
Carroll Financial Associates
North Carolina
$2K – – –
1 2 3
4
5