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Fidelity MSCI Industrials Index ETF

143 hedge funds and large institutions have $392M invested in Fidelity MSCI Industrials Index ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

13% more capital invested

Capital invested by funds: $346M → $392M (+$46.3M)

1% less funds holding

Funds holding: 144143 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1.69% less ownership

Funds ownership: 39.12%37.43% (-1.7%)

Holders
143
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
53
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWMIAS
76
One Wealth Management Investment & Advisory Services
Florida
$351K -$54.4K -862 -14%
LNC
77
Lincoln National Corp
Pennsylvania
$351K +$326K +5,170 New
VBCG
78
Valley Brook Capital Group
Pennsylvania
$336K +$15.2K +240 +5%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$331K -$947 -15 -0.3%
BCM
80
Brookstone Capital Management
Illinois
$317K -$24.7K -392 -8%
CAN
81
Cetera Advisor Networks
California
$311K +$5.24K +83 +2%
CWA
82
Centennial Wealth Advisory
Michigan
$300K +$40.1K +636 +17%
SPC
83
Sigma Planning Corp
Michigan
$285K +$265K +4,200 New
CA
84
Crumly & Associates
Illinois
$283K
JWCA
85
J.W. Cole Advisors
Florida
$280K -$7.58K -120 -3%
LFG
86
Larson Financial Group
Missouri
$275K -$3.54K -56 -1%
SAW
87
Signal Advisors Wealth
Michigan
$254K +$236K +3,740 New
AWS
88
Atria Wealth Solutions
New York
$245K
PFA
89
Pathway Financial Advisers
Indiana
$240K -$3.41K -54 -2%
WIA
90
World Investment Advisors
California
$237K +$221K +3,500 New
AFP
91
Ausdal Financial Partners
Iowa
$230K +$5.68K +90 +3%
BW
92
BIP Wealth
Georgia
$217K +$202K +3,206 New
RWA
93
River Wealth Advisors
Pennsylvania
$217K +$202K +3,202 New
AP
94
Advisors Preferred
Maryland
$208K +$81.1K +1,284 +71%
LWM
95
LongView Wealth Management
Georgia
$207K +$193K +3,051 New
MHR
96
Matthew Hamilton Rosenberg
$194K
CH
97
Canton Hathaway
Rhode Island
$156K
BWL
98
Bogart Wealth LLC
Virginia
$156K
Comerica Bank
99
Comerica Bank
Texas
$155K +$17.7K +281 +14%
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$142K

FIDU Hedge Fund Activity: Q1 2024 in Review

143 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2024, worth a combined $392M — up 13% from $346M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FIDU and 16 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 53 added.

The largest buyer was AGF Management, adding an estimated $5.47M. The largest seller was Morgan Stanley, cutting an estimated $6.62M.

  • 143 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2024, down from 144 in Q4 2023.
  • Funds reported $392M of Fidelity MSCI Industrials Index ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 16 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2024 and 17 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2024 was AGF Management, an estimated $5.47M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $6.62M sold.

Based on aggregated 13F filings for Q1 2024.