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Fidelity MSCI Industrials Index ETF

128 hedge funds and large institutions have $263M invested in Fidelity MSCI Industrials Index ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

17% more capital invested

Capital invested by funds: $224M → $263M (+$38.4M)

3% more funds holding

Funds holding: 124128 (+4)

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

0.61% more ownership

Funds ownership: 33.47%34.08% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
41
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
101
Concord Wealth Partners
Virginia
$25.6K
HI
102
Harbour Investments
Wisconsin
$24.1K +$53 +1 +0.2%
GGI
103
Godsey & Gibb Inc
Virginia
$23.4K
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$22.2K
MTIC
105
Missouri Trust & Investment Company
Missouri
$17.1K
CT
106
Colonial Trust
South Carolina
$16.8K -$11.7K -220 -43%
CFGS
107
Concourse Financial Group Securities
Alabama
$13.4K
IA
108
IFP Advisors
Florida
$12.6K +$954 +18 +9%
SFCL
109
Strengthening Families & Communities LLC
Massachusetts
$12K
PMFA
110
Plante Moran Financial Advisors
Michigan
$11.8K -$5.4K -102 -33%
AWM
111
Avior Wealth Management
Nebraska
$10.5K
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$10K
EW
113
Element Wealth
Mississippi
$9.75K
SWM
114
Spire Wealth Management
Virginia
$8.08K +$7.52K +142 New
RI
115
Ridgewood Investments
New Jersey
$7.51K
KTC
116
Kistler-Tiffany Companies
Pennsylvania
$6.83K
GEA
117
Glen Eagle Advisors
New Jersey
$6.6K
GWM
118
Geneos Wealth Management
Colorado
$6.54K
DF
119
DecisionPoint Financial
Arizona
$6.14K
WAM
120
Worth Asset Management
Texas
$5.69K
TFP
121
Tilia Fiduciary Partners
North Carolina
$4.78K +$4.45K +84 New
BCMLT
122
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.44K
CT
123
Clearstead Trust
Maine
$3.58K +$3.34K +63 New
KFS
124
Kelly Financial Services
Massachusetts
$3.11K +$53 +1 +2%
FMTCOCP
125
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K

FIDU Hedge Fund Activity: Q2 2023 in Review

128 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2023, worth a combined $263M — up 17% from $224M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FIDU positions and 11 closed out — a net gain of 7 holders — while 41 added to existing stakes and 38 trimmed.

The largest buyer was Lido Advisors, adding an estimated $4.73M. The largest seller was Osaic Holdings, cutting an estimated $3.92M.

  • 128 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2023, up from 124 in Q1 2023.
  • Funds reported $263M of Fidelity MSCI Industrials Index ETF stock for Q2 2023, up 17% quarter-over-quarter.
  • 18 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2023 and 11 closed out, a net change of +7 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2023 was Lido Advisors, an estimated $4.73M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2023 was Osaic Holdings, an estimated $3.92M sold.

Based on aggregated 13F filings for Q2 2023.