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Fidelity MSCI Industrials Index ETF

111 hedge funds and large institutions have $243M invested in Fidelity MSCI Industrials Index ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

70% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 27

22% more capital invested

Capital invested by funds: $199M → $243M (+$43.6M)

9% more funds holding

Funds holding: 102111 (+9)

3.19% less ownership

Funds ownership: 35.35%32.16% (-3.2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
46
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$5K +$4.91K +100 New
CAL
102
Capital Analysts LLC
Pennsylvania
$5K +$4.96K +101 New
TRCT
103
Tower Research Capital (TRC)
New York
$4K -$68.7K -1,401 -95%
FRA
104
Front Row Advisors
California
$4K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$3K
FMTCOCP
106
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K +$2.45K +50 New
KFS
107
Kelly Financial Services
Massachusetts
$2.76K
CFA
108
Carroll Financial Associates
North Carolina
$2K
AIL
109
AGF Investments LLC
Ontario, Canada
$1K
IF
110
Ironwood Financial
Arizona
$1K
MWP
111
Meridian Wealth Partners
Pennsylvania
$1K +$736 +15 New
SI
112
Stephens Inc
Arkansas
-$3.14M -66,823 Closed
ST
113
Spinnaker Trust
Maine
-$2.11M -44,958 Closed
DI
114
DFPG Investments
Utah
-$272K -5,650 Closed
TC
115
TownSquare Capital
Utah
-$253K -5,378 Closed
Simplex Trading
116
Simplex Trading
Illinois
-$132K -2,811 Closed
TPWA
117
TRUE Private Wealth Advisors
Oregon
-$81K -1,733 Closed
CFD
118
Creative Financial Designs
Indiana
-$53K -1,129 Closed
CCM
119
Cribstone Capital Management
Maine
-$30K -631 Closed
Citigroup
120
Citigroup
New York
-$5K -100 Closed
IA
121
Inspire Advisors
Idaho
-$5K -100 Closed
SPIA
122
Steward Partners Investment Advisory
New York
-$3K -65 Closed

FIDU Hedge Fund Activity: Q1 2021 in Review

111 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2021, worth a combined $243M — up 22% from $199M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FIDU positions and 11 closed out — a net gain of 9 holders — while 46 added to existing stakes and 27 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $10.4M. The largest seller was HBW Advisory Services, cutting an estimated $5.04M.

  • 111 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2021, up from 102 in Q4 2020.
  • Funds reported $243M of Fidelity MSCI Industrials Index ETF stock for Q1 2021, up 22% quarter-over-quarter.
  • 20 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2021 and 11 closed out, a net change of +9 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2021 was Commonwealth Equity Services, an estimated $10.4M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2021 was HBW Advisory Services, an estimated $5.04M sold.

Based on aggregated 13F filings for Q1 2021.