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Fidelity MSCI Industrials Index ETF

116 hedge funds and large institutions have $263M invested in Fidelity MSCI Industrials Index ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 116116 (0)

0.71% less ownership

Funds ownership: 32.74%32.04% (-0.71%)

8% less capital invested

Capital invested by funds: $286M → $263M (-$23.1M)

Holders
116
Holders Change
Holders Change %
0%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
49
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DOA
76
D'Orazio & Associates
Virginia
$342K
LG
77
Leuthold Group
Minnesota
$339K +$1.14K +21 +0.3%
CF
78
Centaurus Financial
California
$332K +$65.9K +1,216 +23%
WPP
79
Whalerock Point Partners
Rhode Island
$306K
BRWA
80
B. Riley Wealth Advisors
Florida
$301K -$5.93M -109,390 -95%
SWP
81
Stratos Wealth Partners
Ohio
$274K +$163 +3 +0.1%
UBS Group
82
UBS Group
Switzerland
$256K -$44.4K -820 -14%
ACM
83
Advisors Capital Management
New Jersey
$208K -$1.79K -33 -0.8%
WS
84
Wedbush Securities
California
$203K +$212K +3,905 New
NL
85
NWAM LLC
Washington
$201K +$210K +3,871 New
MHR
86
Matthew Hamilton Rosenberg
$185K
CH
87
Canton Hathaway
Rhode Island
$153K
GWM
88
Geneos Wealth Management
Colorado
$126K +$6.23K +115 +5%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$104K +$325 +6 +0.3%
AWA
90
Arkadios Wealth Advisors
Georgia
$101K -$905K -16,700 -89%
Franklin Resources
91
Franklin Resources
California
$88K
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$77K +$80.5K +1,485 New
Koshinski Asset Management
93
Koshinski Asset Management
Illinois
$49.3K +$51.5K +950 New
EIP
94
Ellis Investment Partners
Pennsylvania
$47K +$108 +2 +0.2%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$41K +$5.58K +103 +15%
PMFA
96
Plante Moran Financial Advisors
Michigan
$36K +$37.9K +700 New
CFGS
97
Concourse Financial Group Securities
Alabama
$33K -$8.18K -151 -19%
MAM
98
Meeder Asset Management
Ohio
$31K
COCM
99
Charter Oak Capital Management
New Hampshire
$31K +$32.2K +595 New
AIC
100
Archer Investment Corporation
Indiana
$27.3K

FIDU Hedge Fund Activity: Q3 2021 in Review

116 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2021, worth a combined $263M — down 8.1% from $286M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FIDU positions and 12 closed out — a net gain of 1 holder — while 49 added to existing stakes and 31 trimmed.

The largest buyer was Lido Advisors, adding an estimated $10.1M. The largest seller was Vicus Capital, exiting entirely with an estimated $7.39M sold.

  • 116 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $263M of Fidelity MSCI Industrials Index ETF stock for Q3 2021, down 8.1% quarter-over-quarter.
  • 13 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2021 and 12 closed out, a net change of +1 holder.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2021 was Lido Advisors, an estimated $10.1M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2021 was Vicus Capital, an estimated $7.39M sold.

Based on aggregated 13F filings for Q3 2021.