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Fidelity MSCI Industrials Index ETF

111 hedge funds and large institutions have $186M invested in Fidelity MSCI Industrials Index ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.57% less ownership

Funds ownership: 30.29%28.72% (-1.6%)

10% less funds holding

Funds holding: 123111 (-12)

26% less capital invested

Capital invested by funds: $251M → $186M (-$64.3M)

34% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 44

50% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 22

Holders
111
Holders Change
-12
Holders Change %
-9.76%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
29
Reduced
44
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
76
Matthew Hamilton Rosenberg
$163K
CH
77
Canton Hathaway
Rhode Island
$133K
AW
78
ACG Wealth
Georgia
$130K +$141K +2,880 New
Franklin Resources
79
Franklin Resources
California
$76K
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$52K +$39.4K +806 +220%
UBS Group
81
UBS Group
Switzerland
$37K -$18.6K -380 -32%
AF
82
Advisornet Financial
Minnesota
$36K +$38.9K +796 New
EIP
83
Ellis Investment Partners
Pennsylvania
$32K +$147 +3 +0.4%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$30K +$3.57K +73 +12%
CFGS
85
Concourse Financial Group Securities
Alabama
$24K -$293 -6 -1%
AIC
86
Archer Investment Corporation
Indiana
$23.8K
CICI
87
Capital Investment Counsel Inc
North Carolina
$20K
RG
88
Retirement Group
California
$20K +$98 +2 +0.5%
MAM
89
Meeder Asset Management
Ohio
$18K -$10.6K -217 -36%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$18K +$4.45K +91 +30%
GGI
91
Godsey & Gibb Inc
Virginia
$18K +$19.9K +408 New
MTIC
92
Missouri Trust & Investment Company
Missouri
$14K
SFCL
93
Strengthening Families & Communities LLC
Massachusetts
$11K
IA
94
IFP Advisors
Florida
$10K
PMFA
95
Plante Moran Financial Advisors
Michigan
$10K
EW
96
Element Wealth
Mississippi
$8K
HI
97
Harbour Investments
Wisconsin
$8K +$9.09K +186 New
PP
98
PrairieView Partners
Minnesota
$7K +$7.48K +153 New
GWM
99
Geneos Wealth Management
Colorado
$5K -$1.47K -30 -21%
BCMLT
100
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K

FIDU Hedge Fund Activity: Q2 2022 in Review

111 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2022, worth a combined $186M — down 26% from $251M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of FIDU and 11 opened new positions — a net loss of 11 holders — while 44 trimmed existing stakes and 29 added.

The largest buyer was IronBridge Private Wealth, opening a new position worth an estimated $6.97M. The largest seller was Truist Financial, cutting an estimated $11.1M.

  • 111 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2022, down from 123 in Q1 2022.
  • Funds reported $186M of Fidelity MSCI Industrials Index ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 11 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2022 and 22 closed out, a net change of -11 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2022 was IronBridge Private Wealth, an estimated $6.97M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2022 was Truist Financial, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2022.