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Fidelity MSCI Industrials Index ETF

134 hedge funds and large institutions have $284M invested in Fidelity MSCI Industrials Index ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

8% more capital invested

Capital invested by funds: $263M → $284M (+$21.3M)

5% more funds holding

Funds holding: 128134 (+6)

2.5% more ownership

Funds ownership: 34.08%36.58% (+2.5%)

8% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
43
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$28.7K
AIC
102
Archer Investment Corporation
Indiana
$28.5K
TAM
103
Tucker Asset Management
Colorado
$27.5K -$2.22K -39 -7%
CWP
104
Concord Wealth Partners
Virginia
$24.4K
CICI
105
Capital Investment Counsel Inc
North Carolina
$24.4K +$25.6K +451 New
GGI
106
Godsey & Gibb Inc
Virginia
$22.2K
Citigroup
107
Citigroup
New York
$21.5K -$19.6K -344 -46%
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$16.2K -$5.17K -91 -23%
MTIC
109
Missouri Trust & Investment Company
Missouri
$16.2K
CT
110
Colonial Trust
South Carolina
$16K
CIAS
111
Capital Investment Advisory Services
North Carolina
$14.5K +$15.2K +268 New
CFGS
112
Concourse Financial Group Securities
Alabama
$12.7K
IA
113
IFP Advisors
Florida
$12K
PMFA
114
Plante Moran Financial Advisors
Michigan
$11.2K
SFCL
115
Strengthening Families & Communities LLC
Massachusetts
$11K +$57 +1 +0.5%
AWM
116
Avior Wealth Management
Nebraska
$10K
EW
117
Element Wealth
Mississippi
$9.31K +$57 +1 +0.6%
WBC
118
West Branch Capital
Massachusetts
$9.26K +$9.72K +171 New
ANBT
119
American National Bank & Trust
Texas
$8.12K +$8.53K +150 New
HGERS
120
Householder Group Estate & Retirement Specialist
Arizona
$7.85K +$8.24K +145 New
NS
121
NBC Securities
Alabama
$7K +$7.96K +140 New
Creative Planning
122
Creative Planning
Kansas
$6.5K +$6.82K +120 New
GEA
123
Glen Eagle Advisors
New Jersey
$6.28K
GWM
124
Geneos Wealth Management
Colorado
$6.22K
DF
125
DecisionPoint Financial
Arizona
$5.84K

FIDU Hedge Fund Activity: Q3 2023 in Review

134 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2023, worth a combined $284M — up 8.1% from $263M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FIDU positions and 14 closed out — a net gain of 7 holders — while 43 added to existing stakes and 40 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $24M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.42M.

  • 134 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2023, up from 128 in Q2 2023.
  • Funds reported $284M of Fidelity MSCI Industrials Index ETF stock for Q3 2023, up 8.1% quarter-over-quarter.
  • 21 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2023 and 14 closed out, a net change of +7 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $24M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $2.42M sold.

Based on aggregated 13F filings for Q3 2023.