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Fidelity MSCI Industrials Index ETF

111 hedge funds and large institutions have $243M invested in Fidelity MSCI Industrials Index ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

70% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 27

22% more capital invested

Capital invested by funds: $199M → $243M (+$43.6M)

9% more funds holding

Funds holding: 102111 (+9)

3.19% less ownership

Funds ownership: 35.35%32.16% (-3.2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
46
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFM
76
Mirsky Financial Management
New York
$208K +$196K +4,002 New
MHR
77
Matthew Hamilton Rosenberg
$186K
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$172K +$143K +2,905 +732%
CH
79
Canton Hathaway
Rhode Island
$154K
GWM
80
Geneos Wealth Management
Colorado
$122K
VBCG
81
Valley Brook Capital Group
Pennsylvania
$108K +$15.9K +325 +20%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$104K +$98.4K +2,006 New
CF
83
Centaurus Financial
California
$103K +$96.8K +1,972 New
Franklin Resources
84
Franklin Resources
California
$88K
SFS
85
Sowell Financial Services
Arkansas
$75K -$508K -10,347 -88%
IAIM
86
International Assets Investment Management
Florida
$70K
IA
87
IFP Advisors
Florida
$57K -$2.18M -44,414 -98%
EIP
88
Ellis Investment Partners
Pennsylvania
$47K +$98 +2 +0.2%
CFGS
89
Concourse Financial Group Securities
Alabama
$39K +$5.5K +112 +18%
MAM
90
Meeder Asset Management
Ohio
$32K +$29.7K +606 New
AIC
91
Archer Investment Corporation
Indiana
$27.4K
CICI
92
Capital Investment Counsel Inc
North Carolina
$23K
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$2.01K -41 -10%
CAC
94
Certified Advisory Corp
Florida
$16K +$14.7K +300 New
IWMWV
95
Ironwood Wealth Management (West Virginia)
West Virginia
$10K +$4.91K +100 +100%
EW
96
Element Wealth
Mississippi
$9K +$49 +1 +0.6%
APC
97
Aspire Private Capital
North Carolina
$7K +$6.48K +132 New
BFC
98
Bedel Financial Consulting
Indiana
$5K
VFA
99
Valeo Financial Advisors
Indiana
$5K
HPC
100
HM Payson & Co
Maine
$5K +$4.91K +100 New

FIDU Hedge Fund Activity: Q1 2021 in Review

111 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2021, worth a combined $243M — up 22% from $199M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FIDU positions and 11 closed out — a net gain of 9 holders — while 46 added to existing stakes and 27 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $10.4M. The largest seller was HBW Advisory Services, cutting an estimated $5.04M.

  • 111 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2021, up from 102 in Q4 2020.
  • Funds reported $243M of Fidelity MSCI Industrials Index ETF stock for Q1 2021, up 22% quarter-over-quarter.
  • 20 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2021 and 11 closed out, a net change of +9 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2021 was Commonwealth Equity Services, an estimated $10.4M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2021 was HBW Advisory Services, an estimated $5.04M sold.

Based on aggregated 13F filings for Q1 2021.