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Fidelity MSCI Industrials Index ETF

133 hedge funds and large institutions have $290M invested in Fidelity MSCI Industrials Index ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

71% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 28

15% more funds holding

Funds holding: 116133 (+17)

10% more capital invested

Capital invested by funds: $263M → $290M (+$27.2M)

0.53% less ownership

Funds ownership: 32.04%31.51% (-0.53%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
133
Holders Change
+17
Holders Change %
+14.66%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
48
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ahrens Investment Partners
Louisiana
$91K +$89.4K +1,616 New
ACM
102
Absolute Capital Management
Pennsylvania
$77.7K +$76.5K +1,382 New
MP
103
McDonald Partners
Ohio
$77.7K +$76.5K +1,382 New
SAM
104
Strategic Asset Management
Minnesota
$74K +$63.1K +1,140 +655%
EVM
105
Eaton Vance Management
Massachusetts
$67K
Koshinski Asset Management
106
Koshinski Asset Management
Illinois
$56.1K +$2.66K +48 +5%
EIP
107
Ellis Investment Partners
Pennsylvania
$51K +$166 +3 +0.3%
COCM
108
Charter Oak Capital Management
New Hampshire
$47K +$13.6K +246 +41%
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$42K -$1.83K -33 -4%
CFGS
110
Concourse Financial Group Securities
Alabama
$36K
MAM
111
Meeder Asset Management
Ohio
$34K
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$34K +$33.1K +599 New
AIC
113
Archer Investment Corporation
Indiana
$29.6K
FMTCOCP
114
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$28K
RG
115
Retirement Group
California
$25K +$24.3K +439 New
IAG
116
Investmark Advisory Group
Connecticut
$25K +$25.4K +460 New
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$17K +$16.6K +300 New
MTIC
118
Missouri Trust & Investment Company
Missouri
$17K +$16.6K +300 New
HI
119
Harbour Investments
Wisconsin
$15K -$882K -15,950 -98%
IA
120
IFP Advisors
Florida
$11K
EW
121
Element Wealth
Mississippi
$9K
BFC
122
Bedel Financial Consulting
Indiana
$6K
CA
123
CoreCap Advisors
Michigan
$6K +$5.53K +100 New
NFG
124
Next Financial Group
Texas
$6K +$6.03K +109 New
FRA
125
Front Row Advisors
California
$5K