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Fidelity MSCI Industrials Index ETF

143 hedge funds and large institutions have $392M invested in Fidelity MSCI Industrials Index ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

13% more capital invested

Capital invested by funds: $346M → $392M (+$46.3M)

1% less funds holding

Funds holding: 144143 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1.69% less ownership

Funds ownership: 39.12%37.43% (-1.7%)

Holders
143
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
53
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Parallel Advisors
California
$122K
CFD
102
Creative Financial Designs
Indiana
$116K -$56.8K -900 -35%
Franklin Resources
103
Franklin Resources
California
$114K
UBS Group
104
UBS Group
Switzerland
$112K
ANBT
105
American National Bank & Trust
Texas
$79K +$28.4K +450 +63%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$75.1K +$38.3K +607 +121%
CA
107
CoreCap Advisors
Michigan
$63.8K +$59.4K +941 New
BC
108
Belmont Capital
California
$53.3K +$126 +2 +0.3%
CT
109
Colonial Trust
South Carolina
$46.7K
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$44K +$12.6K +200 +44%
GRP
111
Global Retirement Partners
California
$40.9K -$21.5K -341 -36%
AIC
112
Archer Investment Corporation
Indiana
$35.7K
PGAM
113
Princeton Global Asset Management
New Jersey
$35.1K
TAM
114
Tucker Asset Management
Colorado
$29.6K -$4.17K -66 -13%
HI
115
Harbour Investments
Wisconsin
$28.8K -$13.4K -213 -33%
GGI
116
Godsey & Gibb Inc
Virginia
$27.9K
IA
117
IFP Advisors
Florida
$27.7K +$12.9K +204 +100%
HNB
118
Hilltop National Bank
Wyoming
$26.4K +$24.6K +390 New
SFC
119
SYM Financial Corp
Indiana
$24.8K
Citigroup
120
Citigroup
New York
$21.5K +$126 +2 +0.6%
CFGS
121
Concourse Financial Group Securities
Alabama
$20.7K +$4.48K +71 +30%
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$20.3K
MTIC
123
Missouri Trust & Investment Company
Missouri
$20.3K
CIAS
124
Capital Investment Advisory Services
North Carolina
$18.2K
PMFA
125
Plante Moran Financial Advisors
Michigan
$14K

FIDU Hedge Fund Activity: Q1 2024 in Review

143 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2024, worth a combined $392M — up 13% from $346M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FIDU and 16 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 53 added.

The largest buyer was AGF Management, adding an estimated $5.47M. The largest seller was Morgan Stanley, cutting an estimated $6.62M.

  • 143 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2024, down from 144 in Q4 2023.
  • Funds reported $392M of Fidelity MSCI Industrials Index ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 16 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2024 and 17 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2024 was AGF Management, an estimated $5.47M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $6.62M sold.

Based on aggregated 13F filings for Q1 2024.