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Fidelity MSCI Industrials Index ETF

109 hedge funds and large institutions have $175M invested in Fidelity MSCI Industrials Index ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

0.96% more ownership

Funds ownership: 28.72%29.68% (+0.96%)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 111109 (-2)

6% less capital invested

Capital invested by funds: $186M → $175M (-$10.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
109
Holders Change
-2
Holders Change %
-1.8%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
36
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
76
Clear Perspectives Financial Planning
Ohio
$94K +$104K +2,150 New
Franklin Resources
77
Franklin Resources
California
$74K
AWM
78
Avior Wealth Management
Nebraska
$54K -$131K -2,716 -69%
ACM
79
Absolute Capital Management
Pennsylvania
$35.2K +$38.8K +805 New
AF
80
Advisornet Financial
Minnesota
$35K
AIP
81
Almanack Investment Partners
Pennsylvania
$32K +$35.2K +730 New
EIP
82
Ellis Investment Partners
Pennsylvania
$31K +$145 +3 +0.4%
TAM
83
Tucker Asset Management
Colorado
$27K +$26.4K +547 New
CFGS
84
Concourse Financial Group Securities
Alabama
$23K
AIC
85
Archer Investment Corporation
Indiana
$23K
GGI
86
Godsey & Gibb Inc
Virginia
$18K +$48 +1 +0.2%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$17K
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$16K -$167K -3,471 -90%
MTIC
89
Missouri Trust & Investment Company
Missouri
$16K +$3.13K +65 +22%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$15K -$38.9K -806 -69%
IA
91
IFP Advisors
Florida
$11K +$48 +1 +0.4%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$10K -$21.7K -451 -67%
PMFA
93
Plante Moran Financial Advisors
Michigan
$10K
HI
94
Harbour Investments
Wisconsin
$8K
SFCL
95
Strengthening Families & Communities LLC
Massachusetts
$8K +$96 +2 +1%
EW
96
Element Wealth
Mississippi
$7K +$96 +2 +1%
HGERS
97
Householder Group Estate & Retirement Specialist
Arizona
$6K +$6.99K +145 New
GWM
98
Geneos Wealth Management
Colorado
$5K
BCMLT
99
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K
FRA
100
Front Row Advisors
California
$4K

FIDU Hedge Fund Activity: Q3 2022 in Review

109 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2022, worth a combined $175M — down 5.8% from $186M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FIDU and 15 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 36 added.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $11.5M. The largest seller was IronBridge Private Wealth, exiting entirely with an estimated $6.44M sold.

  • 109 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2022, down from 111 in Q2 2022.
  • Funds reported $175M of Fidelity MSCI Industrials Index ETF stock for Q3 2022, down 5.8% quarter-over-quarter.
  • 15 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2022 and 16 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2022 was AE Wealth Management, an estimated $11.5M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2022 was IronBridge Private Wealth, an estimated $6.44M sold.

Based on aggregated 13F filings for Q3 2022.