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Fidelity MSCI Industrials Index ETF

116 hedge funds and large institutions have $286M invested in Fidelity MSCI Industrials Index ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 63 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 24

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $243M → $286M (+$42.7M)

5% more funds holding

Funds holding: 111116 (+5)

0.58% more ownership

Funds ownership: 32.16%32.74% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
63
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
76
Armor Investment Advisors
North Carolina
$330K +$26.8K +495 +9%
WPP
77
Whalerock Point Partners
Rhode Island
$319K
Fisher Asset Management
78
Fisher Asset Management
Washington
$313K +$312K +5,766 New
IP
79
Investment Partners
Ohio
$312K -$12.9K -238 -4%
UBS Group
80
UBS Group
Switzerland
$312K +$69.7K +1,287 +29%
SWP
81
Stratos Wealth Partners
Ohio
$286K +$7.04K +130 +3%
SPFA
82
Summit Place Financial Advisors
New Jersey
$284K -$2.71K -50 -0.9%
CF
83
Centaurus Financial
California
$281K +$174K +3,216 +163%
APA
84
American Portfolios Advisors
New York
$277K +$58.2K +1,075 +27%
ACM
85
Advisors Capital Management
New Jersey
$219K -$3.36K -62 -2%
AW
86
ACG Wealth
Georgia
$207K -$518K -9,564 -72%
IWA
87
IBEX Wealth Advisors
New Jersey
$204K +$204K +3,764 New
MHR
88
Matthew Hamilton Rosenberg
$193K
CH
89
Canton Hathaway
Rhode Island
$160K
GWM
90
Geneos Wealth Management
Colorado
$124K +$1.25K +23 +1%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$109K +$271 +5 +0.2%
Franklin Resources
92
Franklin Resources
California
$91K
Citigroup
93
Citigroup
New York
$65K +$65K +1,200 New
EVM
94
Eaton Vance Management
Massachusetts
$65K +$65K +1,200 New
KFS
95
Kelly Financial Services
Massachusetts
$53K +$153K +2,827 +5,334%
EIP
96
Ellis Investment Partners
Pennsylvania
$49K +$163 +3 +0.3%
CFGS
97
Concourse Financial Group Securities
Alabama
$43K +$1.9K +35 +5%
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$37K +$16.9K +312 +85%
MAM
99
Meeder Asset Management
Ohio
$33K
AIC
100
Archer Investment Corporation
Indiana
$28.5K

FIDU Hedge Fund Activity: Q2 2021 in Review

116 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2021, worth a combined $286M — up 18% from $243M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FIDU positions and 10 closed out — a net gain of 5 holders — while 63 added to existing stakes and 24 trimmed.

The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $6.24M. The largest seller was Commonwealth Equity Services, cutting an estimated $5.71M.

  • 116 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2021, up from 111 in Q1 2021.
  • Funds reported $286M of Fidelity MSCI Industrials Index ETF stock for Q2 2021, up 18% quarter-over-quarter.
  • 15 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2021 and 10 closed out, a net change of +5 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2021 was B. Riley Wealth Advisors, an estimated $6.24M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2021 was Commonwealth Equity Services, an estimated $5.71M sold.

Based on aggregated 13F filings for Q2 2021.