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Fidelity MSCI Industrials Index ETF

109 hedge funds and large institutions have $175M invested in Fidelity MSCI Industrials Index ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

0.96% more ownership

Funds ownership: 28.72%29.68% (+0.96%)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 111109 (-2)

6% less capital invested

Capital invested by funds: $186M → $175M (-$10.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
109
Holders Change
-2
Holders Change %
-1.8%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
36
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
101
Worth Asset Management
Texas
$4K
FF
102
FourThought Financial
Florida
$4K +$4.82K +100 New
KFS
103
Kelly Financial Services
Massachusetts
$2.36K
FMTCOCP
104
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
HPC
105
HM Payson & Co
Maine
$2K
US Bancorp
106
US Bancorp
Minnesota
$1K +$1.25K +26 New
IPW
107
IronBridge Private Wealth
Texas
-$6.44M -142,519 Closed
Jane Street
108
Jane Street
New York
-$6.14M -135,852 Closed
EFSCE
109
Enterprise Financial Services Corp (EFSC)
Missouri
-$4.36M -96,539 Closed
NL
110
NWAM LLC
Washington
-$359K -7,940 Closed
FIM
111
Freedom Investment Management
Connecticut
-$207K -4,578 Closed
JP Morgan Chase
112
JP Morgan Chase
New York
-$188K -4,169 Closed
AW
113
ACG Wealth
Georgia
-$130K -2,880 Closed
CICI
114
Capital Investment Counsel Inc
North Carolina
-$20K -451 Closed
RG
115
Retirement Group
California
-$20K -443 Closed
MAM
116
Meeder Asset Management
Ohio
-$18K -389 Closed
PP
117
PrairieView Partners
Minnesota
-$7K -153 Closed
PFGIA
118
Patriot Financial Group Insurance Agency
Massachusetts
-$1K -25 Closed
AIL
119
AGF Investments LLC
Ontario, Canada
-$1K -20 Closed
TF
120
TimeScale Financial
Massachusetts
+$48 +1 New
CMP
121
Coston McIsaac & Partners
Maine
+$96 +2 +200%
Citigroup
122
Citigroup
New York
+$289 +6 New

FIDU Hedge Fund Activity: Q3 2022 in Review

109 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2022, worth a combined $175M — down 5.8% from $186M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FIDU and 15 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 36 added.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $11.5M. The largest seller was IronBridge Private Wealth, exiting entirely with an estimated $6.44M sold.

  • 109 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2022, down from 111 in Q2 2022.
  • Funds reported $175M of Fidelity MSCI Industrials Index ETF stock for Q3 2022, down 5.8% quarter-over-quarter.
  • 15 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2022 and 16 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2022 was AE Wealth Management, an estimated $11.5M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2022 was IronBridge Private Wealth, an estimated $6.44M sold.

Based on aggregated 13F filings for Q3 2022.