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Fidelity MSCI Industrials Index ETF

116 hedge funds and large institutions have $286M invested in Fidelity MSCI Industrials Index ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 63 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 24

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $243M → $286M (+$42.7M)

5% more funds holding

Funds holding: 111116 (+5)

0.58% more ownership

Funds ownership: 32.16%32.74% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
63
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMTCOCP
101
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$27K +$24.4K +450 +900%
CICI
102
Capital Investment Counsel Inc
North Carolina
$24K
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$19K +$18.5K +342 New
CAAS
104
Capital Asset Advisory Services
Michigan
$16K +$16.2K +299 New
SWM
105
Spire Wealth Management
Virginia
$13K +$7.47K +138 +138%
Simplex Trading
106
Simplex Trading
Illinois
$12K +$12.8K +236 New
IWMWV
107
Ironwood Wealth Management (West Virginia)
West Virginia
$11K
EW
108
Element Wealth
Mississippi
$9K +$54 +1 +0.6%
APC
109
Aspire Private Capital
North Carolina
$7K
BFC
110
Bedel Financial Consulting
Indiana
$5K
FRA
111
Front Row Advisors
California
$4K
HPC
112
HM Payson & Co
Maine
$3K -$2.71K -50 -50%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$3K
CFA
114
Carroll Financial Associates
North Carolina
$2K
AIL
115
AGF Investments LLC
Ontario, Canada
$1K +$217 +4 +25%
Goldman Sachs
116
Goldman Sachs
New York
-$1.9M -36,500 Closed
CS
117
Credit Suisse
Switzerland
-$481K -9,237 Closed
SAM
118
Secure Asset Management
Michigan
-$231K -4,444 Closed
VBCG
119
Valley Brook Capital Group
Pennsylvania
-$108K -1,930 Closed
IAIM
120
International Assets Investment Management
Florida
-$70K -1,490 Closed
SFS
121
Sowell Financial Services
Arkansas
-$75K -1,365 Closed
CAC
122
Certified Advisory Corp
Florida
-$16K -300 Closed
CAL
123
Capital Analysts LLC
Pennsylvania
-$5K -101 Closed
VFA
124
Valeo Financial Advisors
Indiana
-$5K -90 Closed
MWP
125
Meridian Wealth Partners
Pennsylvania
-$1K -15 Closed

FIDU Hedge Fund Activity: Q2 2021 in Review

116 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2021, worth a combined $286M — up 18% from $243M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FIDU positions and 10 closed out — a net gain of 5 holders — while 63 added to existing stakes and 24 trimmed.

The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $6.24M. The largest seller was Commonwealth Equity Services, cutting an estimated $5.71M.

  • 116 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2021, up from 111 in Q1 2021.
  • Funds reported $286M of Fidelity MSCI Industrials Index ETF stock for Q2 2021, up 18% quarter-over-quarter.
  • 15 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2021 and 10 closed out, a net change of +5 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2021 was B. Riley Wealth Advisors, an estimated $6.24M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2021 was Commonwealth Equity Services, an estimated $5.71M sold.

Based on aggregated 13F filings for Q2 2021.