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Fidelity MSCI Industrials Index ETF

122 hedge funds and large institutions have $222M invested in Fidelity MSCI Industrials Index ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,000% more call options, than puts

Call options by funds: $355K | Put options by funds: $5K

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

27% more capital invested

Capital invested by funds: $175M → $222M (+$46.5M)

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

12% more funds holding

Funds holding: 109122 (+13)

2.15% more ownership

Funds ownership: 29.68%31.82% (+2.1%)

Holders
122
Holders Change
+13
Holders Change %
+11.93%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
38
Reduced
33
Closed
11
Calls
$355K
Puts
$5K
Net Calls
+$350K
Net Calls Change
+$350K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Crumly & Associates
Illinois
$234K
TC
77
TownSquare Capital
Utah
$217K +$212K +4,283 New
BOSSRA
78
B.O.S.S. Retirement Advisors
Utah
$216K +$211K +4,255 New
AWS
79
Atria Wealth Solutions
New York
$203K +$198K +4,001 New
LFG
80
Larson Financial Group
Missouri
$203K +$198K +4,000 New
JWCA
81
J.W. Cole Advisors
Florida
$201K +$197K +3,969 New
MHR
82
Matthew Hamilton Rosenberg
$181K
MA
83
Montag & Associates
Georgia
$179K +$175K +3,537 New
PFA
84
Pathway Financial Advisers
Indiana
$170K +$167K +3,358 New
PA
85
Parallel Advisors
California
$167K +$2.53K +51 +2%
CH
86
Canton Hathaway
Rhode Island
$150K
Franklin Resources
87
Franklin Resources
California
$85.5K
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$71.5K +$51.4K +1,036 +277%
AWM
89
Align Wealth Management
Oklahoma
$41.1K +$46.6K +940 New
MCC
90
Money Concepts Capital
Florida
$37K +$36.1K +729 New
TAM
91
Tucker Asset Management
Colorado
$27.9K
AIC
92
Archer Investment Corporation
Indiana
$26.7K
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$26.4K +$24.8K +500 New
CT
94
Colonial Trust
South Carolina
$26.2K +$25.6K +516 New
CWP
95
Concord Wealth Partners
Virginia
$22.9K +$22.4K +451 New
GGI
96
Godsey & Gibb Inc
Virginia
$20.8K +$99 +2 +0.5%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$19.8K
PMFA
98
Plante Moran Financial Advisors
Michigan
$15.7K +$4.17K +84 +37%
MTIC
99
Missouri Trust & Investment Company
Missouri
$15K -$3.22K -65 -18%
CFGS
100
Concourse Financial Group Securities
Alabama
$14.7K -$11.8K -238 -45%

FIDU Hedge Fund Activity: Q4 2022 in Review

122 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q4 2022, worth a combined $222M — up 27% from $175M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FIDU positions and 11 closed out — a net gain of 19 holders — while 38 added to existing stakes and 33 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $5.94M. The largest seller was Ameriprise, cutting an estimated $1.67M.

  • 122 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q4 2022, up from 109 in Q3 2022.
  • Funds reported $222M of Fidelity MSCI Industrials Index ETF stock for Q4 2022, up 27% quarter-over-quarter.
  • 30 funds opened new Fidelity MSCI Industrials Index ETF positions in Q4 2022 and 11 closed out, a net change of +19 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q4 2022 was Commonwealth Equity Services, an estimated $5.94M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q4 2022 was Ameriprise, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2022.