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Fidelity MSCI Industrials Index ETF

123 hedge funds and large institutions have $251M invested in Fidelity MSCI Industrials Index ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.22% less ownership

Funds ownership: 31.51%30.29% (-1.2%)

8% less funds holding

Funds holding: 133123 (-10)

12% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 43

14% less capital invested

Capital invested by funds: $290M → $251M (-$39.3M)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
123
Holders Change
-10
Holders Change %
-7.52%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
38
Reduced
43
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Avior Wealth Management
Nebraska
$294K -$174K -3,278 -37%
EFS
77
Essex Financial Services
Connecticut
$282K +$278K +5,236 New
FIM
78
Freedom Investment Management
Connecticut
$275K +$26.1K +490 +11%
SWP
79
Stratos Wealth Partners
Ohio
$264K +$10.8K +204 +4%
PA
80
Parallel Advisors
California
$232K -$6.43K -121 -3%
WS
81
Wedbush Securities
California
$210K
MFG
82
Monte Financial Group
Connecticut
$207K +$204K +3,841 New
RC
83
RegentAtlantic Capital
New Jersey
$203K +$638 +12 +0.3%
MHR
84
Matthew Hamilton Rosenberg
$192K
CH
85
Canton Hathaway
Rhode Island
$159K
Franklin Resources
86
Franklin Resources
California
$91K
UBS Group
87
UBS Group
Switzerland
$65K -$188K -3,539 -75%
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$62K -$80.5K -1,514 -57%
Koshinski Asset Management
89
Koshinski Asset Management
Illinois
$58K +$4.25K +80 +8%
PFS
90
Prospera Financial Services
Texas
$51K +$50.5K +950 New
FAG
91
Fortitude Advisory Group
Washington
$43K +$42.5K +800 New
EIP
92
Ellis Investment Partners
Pennsylvania
$38K -$10.5K -198 -22%
MAM
93
Meeder Asset Management
Ohio
$33K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$32K
CFGS
95
Concourse Financial Group Securities
Alabama
$29K -$5.32K -100 -16%
AIC
96
Archer Investment Corporation
Indiana
$28.3K
RG
97
Retirement Group
California
$24K +$106 +2 +0.5%
CICI
98
Capital Investment Counsel Inc
North Carolina
$24K +$24K +451 New
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$21K -$19.1K -359 -48%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$19K -$88.1K -1,657 -82%

FIDU Hedge Fund Activity: Q1 2022 in Review

123 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2022, worth a combined $251M — down 14% from $290M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FIDU and 21 opened new positions — a net loss of 6 holders — while 43 trimmed existing stakes and 38 added.

The largest buyer was Bank of America, adding an estimated $11.3M. The largest seller was Vicus Capital, exiting entirely with an estimated $9.61M sold.

  • 123 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2022, down from 133 in Q4 2021.
  • Funds reported $251M of Fidelity MSCI Industrials Index ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 21 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2022 and 27 closed out, a net change of -6 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2022 was Bank of America, an estimated $11.3M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2022 was Vicus Capital, an estimated $9.61M sold.

Based on aggregated 13F filings for Q1 2022.