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Fidelity MSCI Industrials Index ETF

116 hedge funds and large institutions have $263M invested in Fidelity MSCI Industrials Index ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 116116 (0)

0.71% less ownership

Funds ownership: 32.74%32.04% (-0.71%)

8% less capital invested

Capital invested by funds: $286M → $263M (-$23.1M)

Holders
116
Holders Change
Holders Change %
0%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
49
Reduced
31
Closed
12
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
$26K
Barclays
102
Barclays
United Kingdom
$26K +$27K +499 New
CICI
103
Capital Investment Counsel Inc
North Carolina
$23K
Simplex Trading
104
Simplex Trading
Illinois
$12K
IA
105
IFP Advisors
Florida
$11K -$1.4M -25,773 -99%
EW
106
Element Wealth
Mississippi
$9K
SAM
107
Strategic Asset Management
Minnesota
$9K +$9.43K +174 New
BFC
108
Bedel Financial Consulting
Indiana
$5K
FRA
109
Front Row Advisors
California
$4K
HPC
110
HM Payson & Co
Maine
$3K
KFS
111
Kelly Financial Services
Massachusetts
$2.76K -$153K -2,827 -98%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$2K -$16.7K -309 -90%
CFA
113
Carroll Financial Associates
North Carolina
$2K
AIL
114
AGF Investments LLC
Ontario, Canada
$1K
VC
115
Vicus Capital
Pennsylvania
-$7.39M -136,261 Closed
EF
116
Empowered Funds
Pennsylvania
-$2.4M -44,201 Closed
VWM
117
Venturi Wealth Management
Texas
-$2.27M -41,817 Closed
Fisher Asset Management
118
Fisher Asset Management
Washington
-$313K -5,766 Closed
IP
119
Investment Partners
Ohio
-$312K -5,746 Closed
SPFA
120
Summit Place Financial Advisors
New Jersey
-$284K -5,235 Closed
AW
121
ACG Wealth
Georgia
-$207K -3,809 Closed
Citigroup
122
Citigroup
New York
-$65K -1,200 Closed
CAAS
123
Capital Asset Advisory Services
Michigan
-$16K -299 Closed
SWM
124
Spire Wealth Management
Virginia
-$13K -238 Closed
IWMWV
125
Ironwood Wealth Management (West Virginia)
West Virginia
-$11K -200 Closed

FIDU Hedge Fund Activity: Q3 2021 in Review

116 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2021, worth a combined $263M — down 8.1% from $286M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FIDU positions and 12 closed out — a net gain of 1 holder — while 49 added to existing stakes and 31 trimmed.

The largest buyer was Lido Advisors, adding an estimated $10.1M. The largest seller was Vicus Capital, exiting entirely with an estimated $7.39M sold.

  • 116 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $263M of Fidelity MSCI Industrials Index ETF stock for Q3 2021, down 8.1% quarter-over-quarter.
  • 13 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2021 and 12 closed out, a net change of +1 holder.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2021 was Lido Advisors, an estimated $10.1M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2021 was Vicus Capital, an estimated $7.39M sold.

Based on aggregated 13F filings for Q3 2021.