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Fidelity MSCI Industrials Index ETF

181 hedge funds and large institutions have $479M invested in Fidelity MSCI Industrials Index ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

66% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 41

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more funds holding

Funds holding: 159181 (+22)

2% more capital invested

Capital invested by funds: $467M → $479M (+$11.4M)

0.77% less ownership

Funds ownership: 40.27%39.5% (-0.77%)

Holders
181
Holders Change
+22
Holders Change %
+13.84%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
40
Increased
68
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Ameritas Advisory Services
Nebraska
$587K +$87.7K +1,190 +17%
Raymond James Financial
77
Raymond James Financial
Florida
$554K +$581K +7,883 New
HAS
78
HBW Advisory Services
California
$493K +$517K +7,017 New
MWM
79
Maltin Wealth Management
New Jersey
$486K +$1.4K +19 +0.3%
AP
80
Advisors Preferred
Maryland
$486K +$511K +6,938 New
SF
81
Summit Financial
New Jersey
$481K
Pathstone Holdings
82
Pathstone Holdings
New Jersey
$474K +$43.6K +591 +10%
PWA
83
Prairie Wealth Advisors
Nebraska
$473K -$6.63K -90 -1%
CF
84
Centaurus Financial
California
$471K +$13.3K +181 +3%
PJSIMP
85
P.J. Schmidt Investment Management (PJS)
Wisconsin
$448K +$36.7K +498 +8%
WPP
86
Whalerock Point Partners
Rhode Island
$414K
PAS
87
PKS Advisory Services
New York
$397K +$416K +5,645 New
VBCG
88
Valley Brook Capital Group
Pennsylvania
$391K +$10.3K +140 +3%
AWA
89
Arete Wealth Advisors
Illinois
$391K +$410K +5,564 New
PW
90
PUREfi Wealth
Massachusetts
$379K +$398K +5,395 New
CWA
91
Centennial Wealth Advisory
Michigan
$360K +$2.58K +35 +0.7%
OWMIAS
92
One Wealth Management Investment & Advisory Services
Florida
$354K -$1.99K -27 -0.5%
BCI
93
Brinker Capital Investments
Pennsylvania
$351K +$75.3K +1,022 +26%
OPS
94
Orion Portfolio Solutions
Nebraska
$351K +$75.3K +1,022 +26%
JWCA
95
J.W. Cole Advisors
Florida
$339K +$1.84K +25 +0.5%
SAM
96
Secure Asset Management
Michigan
$337K +$353K +4,794 New
AIA
97
AssuredPartners Investment Advisors
Florida
$331K +$347K +4,714 New
AWA
98
Arkadios Wealth Advisors
Georgia
$330K +$135K +1,831 +64%
Creative Planning
99
Creative Planning
Kansas
$316K +$331K +4,488 New
BCM
100
Brookstone Capital Management
Illinois
$304K -$5.75K -78 -2%

FIDU Hedge Fund Activity: Q4 2024 in Review

181 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q4 2024, worth a combined $479M — up 2.4% from $467M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FIDU positions and 16 closed out — a net gain of 24 holders — while 68 added to existing stakes and 41 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $7.55M. The largest seller was AGF Management, cutting an estimated $17M.

  • 181 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q4 2024, up from 159 in Q3 2024.
  • Funds reported $479M of Fidelity MSCI Industrials Index ETF stock for Q4 2024, up 2.4% quarter-over-quarter.
  • 40 funds opened new Fidelity MSCI Industrials Index ETF positions in Q4 2024 and 16 closed out, a net change of +24 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q4 2024 was Thrivent Financial for Lutherans, an estimated $7.55M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q4 2024 was AGF Management, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2024.