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Fidelity MSCI Industrials Index ETF

128 hedge funds and large institutions have $263M invested in Fidelity MSCI Industrials Index ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

17% more capital invested

Capital invested by funds: $224M → $263M (+$38.4M)

3% more funds holding

Funds holding: 124128 (+4)

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

0.61% more ownership

Funds ownership: 33.47%34.08% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
41
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
76
Larson Financial Group
Missouri
$228K +$795 +15 +0.4%
SAM
77
Secure Asset Management
Michigan
$228K +$212K +4,004 New
KFG
78
Kingdom Financial Group
Arizona
$225K +$210K +3,957 New
KIA
79
KCM Investment Advisors
California
$222K +$206K +3,896 New
VBCG
80
Valley Brook Capital Group
Pennsylvania
$221K +$5.3K +100 +3%
AP
81
Advisors Preferred
Maryland
$212K +$147K +2,780 +293%
RWA
82
River Wealth Advisors
Pennsylvania
$205K +$191K +3,612 New
AWS
83
Atria Wealth Solutions
New York
$204K +$190K +3,580 New
MHR
84
Matthew Hamilton Rosenberg
$203K
MA
85
Montag & Associates
Georgia
$201K
PA
86
Parallel Advisors
California
$188K
CH
87
Canton Hathaway
Rhode Island
$168K
Franklin Resources
88
Franklin Resources
California
$95.9K
CFD
89
Creative Financial Designs
Indiana
$87.2K +$7.05K +133 +10%
CSPIA
90
Cary Street Partners Investment Advisory
Virginia
$73.9K +$68.9K +1,300 New
UBS Group
91
UBS Group
Switzerland
$68K
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$56.9K +$53K +1,000 New
BWL
93
Bogart Wealth LLC
Virginia
$56.6K +$52.7K +995 New
GRP
94
Global Retirement Partners
California
$51.2K +$47.7K +901 New
BC
95
Belmont Capital
California
$44.6K +$41.5K +784 New
Citigroup
96
Citigroup
New York
$42.1K +$38.4K +725 +4,531%
SF
97
Safeguard Financial
Wisconsin
$34K +$31.8K +600 New
TAM
98
Tucker Asset Management
Colorado
$31.1K
AIC
99
Archer Investment Corporation
Indiana
$29.9K
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$28.5K

FIDU Hedge Fund Activity: Q2 2023 in Review

128 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2023, worth a combined $263M — up 17% from $224M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FIDU positions and 11 closed out — a net gain of 7 holders — while 41 added to existing stakes and 38 trimmed.

The largest buyer was Lido Advisors, adding an estimated $4.73M. The largest seller was Osaic Holdings, cutting an estimated $3.92M.

  • 128 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2023, up from 124 in Q1 2023.
  • Funds reported $263M of Fidelity MSCI Industrials Index ETF stock for Q2 2023, up 17% quarter-over-quarter.
  • 18 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2023 and 11 closed out, a net change of +7 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2023 was Lido Advisors, an estimated $4.73M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2023 was Osaic Holdings, an estimated $3.92M sold.

Based on aggregated 13F filings for Q2 2023.