We are live on ! Find out more
FIDU icon

Fidelity MSCI Industrials Index ETF

159 hedge funds and large institutions have $467M invested in Fidelity MSCI Industrials Index ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

7% more funds holding

Funds holding: 149159 (+10)

4.29% less ownership

Funds ownership: 44.57%40.27% (-4.3%)

12% less capital invested

Capital invested by funds: $530M → $467M (-$62.4M)

Holders
159
Holders Change
+10
Holders Change %
+6.71%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
57
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
76
Prairie Wealth Advisors
Nebraska
$492K +$6.13K +90 +1%
CF
77
Centaurus Financial
California
$470K +$8.98K +132 +2%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$448K -$1.71M -25,067 -80%
Pathstone Holdings
79
Pathstone Holdings
New Jersey
$444K +$8.78K +129 +2%
WPP
80
Whalerock Point Partners
Rhode Island
$425K
PJSIMP
81
P.J. Schmidt Investment Management (PJS)
Wisconsin
$424K +$400K +5,870 New
VBCG
82
Valley Brook Capital Group
Pennsylvania
$392K +$19.8K +291 +6%
CWA
83
Centennial Wealth Advisory
Michigan
$367K +$17.6K +258 +5%
OWMIAS
84
One Wealth Management Investment & Advisory Services
Florida
$366K -$7.62K -112 -2%
JWCA
85
J.W. Cole Advisors
Florida
$347K +$45.9K +675 +16%
BCM
86
Brookstone Capital Management
Illinois
$318K +$24K +352 +9%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$305K
CA
88
Crumly & Associates
Illinois
$301K
LFG
89
Larson Financial Group
Missouri
$295K +$817 +12 +0.3%
BCI
90
Brinker Capital Investments
Pennsylvania
$287K +$30K +441 +12%
OPS
91
Orion Portfolio Solutions
Nebraska
$287K +$30K +441 +12%
SPC
92
Sigma Planning Corp
Michigan
$270K -$21.3K -313 -8%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$269K -$31.7K -465 -11%
AWS
94
Atria Wealth Solutions
New York
$256K -$4.42K -65 -2%
DAS
95
Diversify Advisory Services
Utah
$256K +$239K +3,514 New
PFA
96
Pathway Financial Advisers
Indiana
$254K -$8.17K -120 -3%
WIA
97
World Investment Advisors
California
$253K
AFP
98
Ausdal Financial Partners
Iowa
$249K +$2.38K +35 +1%
UBS Group
99
UBS Group
Switzerland
$236K +$46.4K +681 +26%
JP Morgan Chase
100
JP Morgan Chase
New York
$232K -$450K -6,617 -67%

FIDU Hedge Fund Activity: Q3 2024 in Review

159 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2024, worth a combined $467M — down 12% from $530M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FIDU positions and 11 closed out — a net gain of 11 holders — while 57 added to existing stakes and 39 trimmed.

The largest buyer was AGF Management, adding an estimated $13.2M. The largest seller was Charles Schwab, exiting entirely with an estimated $123M sold.

  • 159 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2024, up from 149 in Q2 2024.
  • Funds reported $467M of Fidelity MSCI Industrials Index ETF stock for Q3 2024, down 12% quarter-over-quarter.
  • 22 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2024 and 11 closed out, a net change of +11 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2024 was AGF Management, an estimated $13.2M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2024 was Charles Schwab, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2024.