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Fidelity MSCI Industrials Index ETF

133 hedge funds and large institutions have $290M invested in Fidelity MSCI Industrials Index ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

71% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 28

15% more funds holding

Funds holding: 116133 (+17)

10% more capital invested

Capital invested by funds: $263M → $290M (+$27.2M)

0.53% less ownership

Funds ownership: 32.04%31.51% (-0.53%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
133
Holders Change
+17
Holders Change %
+14.66%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
48
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRIA
76
Trail Ridge Investment Advisors
Colorado
$402K +$396K +7,160 New
OCM
77
One Capital Management
California
$373K +$367K +6,638 New
DOA
78
D'Orazio & Associates
Virginia
$371K
CF
79
Centaurus Financial
California
$369K +$9.24K +167 +3%
WCP
80
Welch Capital Partners
New York
$360K +$355K +6,410 New
NL
81
NWAM LLC
Washington
$356K +$136K +2,463 +64%
WPP
82
Whalerock Point Partners
Rhode Island
$331K
BRWA
83
B. Riley Wealth Advisors
Florida
$323K -$3.15K -57 -1%
BFPW
84
BOK Financial Private Wealth
Colorado
$304K +$299K +5,413 New
UBS Group
85
UBS Group
Switzerland
$266K -$10.8K -195 -4%
SWP
86
Stratos Wealth Partners
Ohio
$264K -$32.3K -583 -11%
FIM
87
Freedom Investment Management
Connecticut
$260K +$256K +4,622 New
PA
88
Parallel Advisors
California
$246K +$242K +4,371 New
AAS
89
Ameritas Advisory Services
Nebraska
$232K +$229K +4,133 New
AW
90
ACG Wealth
Georgia
$222K +$219K +3,950 New
AA
91
Advisory Alpha
Michigan
$221K -$714K -12,898 -77%
WS
92
Wedbush Securities
California
$219K
PPA
93
Parametric Portfolio Associates
Washington
$216K +$212K +3,836 New
RC
94
RegentAtlantic Capital
New Jersey
$211K +$208K +3,755 New
MHR
95
Matthew Hamilton Rosenberg
$200K
CH
96
Canton Hathaway
Rhode Island
$166K
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$149K +$64.9K +1,173 +79%
GWM
98
Geneos Wealth Management
Colorado
$127K -$7.25K -131 -5%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$113K +$332 +6 +0.3%
Franklin Resources
100
Franklin Resources
California
$95K