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Fidelity MSCI Industrials Index ETF

111 hedge funds and large institutions have $186M invested in Fidelity MSCI Industrials Index ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.57% less ownership

Funds ownership: 30.29%28.72% (-1.6%)

10% less funds holding

Funds holding: 123111 (-12)

26% less capital invested

Capital invested by funds: $251M → $186M (-$64.3M)

34% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 44

50% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 22

Holders
111
Holders Change
-12
Holders Change %
-9.76%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
29
Reduced
44
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
101
Worth Asset Management
Texas
$5K
FRA
102
Front Row Advisors
California
$4K
KFS
103
Kelly Financial Services
Massachusetts
$2.43K
FMTCOCP
104
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
HPC
105
HM Payson & Co
Maine
$2K
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$17.9K -366 -94%
AIL
107
AGF Investments LLC
Ontario, Canada
$1K
BFA
108
Beaumont Financial Advisors
Massachusetts
-$3.3M -61,285 Closed
RJA
109
Raymond James & Associates
Florida
-$2.47M -45,985 Closed
DFG
110
Demars Financial Group
Washington
-$878K -16,317 Closed
CAN
111
Cetera Advisor Networks
California
-$631K -11,718 Closed
BCM
112
Beck Capital Management
Texas
-$528K -9,804 Closed
MML Investors Services
113
MML Investors Services
Massachusetts
-$329K -6,116 Closed
AWS
114
Atria Wealth Solutions
New York
-$311K -5,785 Closed
EFS
115
Essex Financial Services
Connecticut
-$282K -5,236 Closed
SWP
116
Stratos Wealth Partners
Ohio
-$264K -4,898 Closed
WS
117
Wedbush Securities
California
-$210K -3,905 Closed
MFG
118
Monte Financial Group
Connecticut
-$207K -3,841 Closed
RC
119
RegentAtlantic Capital
New Jersey
-$203K -3,767 Closed
Koshinski Asset Management
120
Koshinski Asset Management
Illinois
-$58K -1,078 Closed
PFS
121
Prospera Financial Services
Texas
-$51K -950 Closed
FAG
122
Fortitude Advisory Group
Washington
-$43K -800 Closed
T
123
TCWP
Ohio
-$16K -311 Closed
LWP
124
Laurel Wealth Planning
Minnesota
-$16K -306 Closed
BFC
125
Bedel Financial Consulting
Indiana
-$5K -98 Closed

FIDU Hedge Fund Activity: Q2 2022 in Review

111 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2022, worth a combined $186M — down 26% from $251M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of FIDU and 11 opened new positions — a net loss of 11 holders — while 44 trimmed existing stakes and 29 added.

The largest buyer was IronBridge Private Wealth, opening a new position worth an estimated $6.97M. The largest seller was Truist Financial, cutting an estimated $11.1M.

  • 111 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2022, down from 123 in Q1 2022.
  • Funds reported $186M of Fidelity MSCI Industrials Index ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 11 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2022 and 22 closed out, a net change of -11 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2022 was IronBridge Private Wealth, an estimated $6.97M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2022 was Truist Financial, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2022.