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Fidelity MSCI Industrials Index ETF

177 hedge funds and large institutions have $512M invested in Fidelity MSCI Industrials Index ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 46 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 46

7% more capital invested

Capital invested by funds: $479M → $512M (+$33.2M)

2.48% more ownership

Funds ownership: 39.5%41.98% (+2.5%)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

2% less funds holding

Funds holding: 181177 (-4)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
73
Reduced
46
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Meridian Wealth Management
Kentucky
$746K +$55.2K +772 +8%
Citigroup
77
Citigroup
New York
$738K +$527K +7,366 +216%
ANBT
78
American National Bank & Trust
Texas
$733K +$156K +2,186 +26%
TC
79
TownSquare Capital
Utah
$715K +$1.64K +23 +0.2%
CWM
80
Congress Wealth Management
Massachusetts
$700K +$10.7K +149 +1%
PWA
81
Primoris Wealth Advisors
Florida
$616K -$1.3M -18,121 -67%
Raymond James Financial
82
Raymond James Financial
Florida
$590K +$52.8K +738 +9%
CA
83
Continuum Advisory
Idaho
$584K
Pathstone Holdings
84
Pathstone Holdings
New Jersey
$571K +$114K +1,592 +24%
AAS
85
Ameritas Advisory Services
Nebraska
$568K -$5.36K -75 -0.9%
SCM
86
SCS Capital Management
Massachusetts
$545K +$569K +7,955 New
MWM
87
Maltin Wealth Management
New Jersey
$492K +$19K +266 +4%
Jones Financial Companies
88
Jones Financial Companies
Missouri
$479K +$198K +2,770 +65%
CF
89
Centaurus Financial
California
$476K +$18K +252 +4%
PWA
90
Prairie Wealth Advisors
Nebraska
$459K -$1.79K -25 -0.4%
SF
91
Summit Financial
New Jersey
$455K -$13.3K -186 -3%
PJSIMP
92
P.J. Schmidt Investment Management (PJS)
Wisconsin
$434K -$2.29K -32 -0.5%
BCI
93
Brinker Capital Investments
Pennsylvania
$420K +$81.2K +1,136 +23%
OPS
94
Orion Portfolio Solutions
Nebraska
$420K +$81.2K +1,136 +23%
WPP
95
Whalerock Point Partners
Rhode Island
$403K
PAS
96
PKS Advisory Services
New York
$385K -$1.72K -24 -0.4%
CWA
97
Centennial Wealth Advisory
Michigan
$378K +$29K +406 +8%
M1FG
98
Mach-1 Financial Group
Arkansas
$377K +$393K +5,504 New
VBCG
99
Valley Brook Capital Group
Pennsylvania
$376K -$5.72K -80 -1%
PW
100
PUREfi Wealth
Massachusetts
$369K

FIDU Hedge Fund Activity: Q1 2025 in Review

177 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2025, worth a combined $512M — up 6.9% from $479M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FIDU and 25 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 73 added.

The largest buyer was AGF Management, adding an estimated $10.5M. The largest seller was GGM Wealth Advisors, exiting entirely with an estimated $3.26M sold.

  • 177 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2025, down from 181 in Q4 2024.
  • Funds reported $512M of Fidelity MSCI Industrials Index ETF stock for Q1 2025, up 6.9% quarter-over-quarter.
  • 25 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2025 and 26 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2025 was AGF Management, an estimated $10.5M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2025 was GGM Wealth Advisors, an estimated $3.26M sold.

Based on aggregated 13F filings for Q1 2025.