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Fidelity MSCI Industrials Index ETF

149 hedge funds and large institutions have $530M invested in Fidelity MSCI Industrials Index ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

35% more capital invested

Capital invested by funds: $392M → $530M (+$138M)

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

7.13% more ownership

Funds ownership: 37.43%44.57% (+7.1%)

4% more funds holding

Funds holding: 143149 (+6)

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
49
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
101
Comerica Bank
Texas
$144K -$6.02K -91 -4%
PA
102
Parallel Advisors
California
$118K
GI
103
Gradient Investments
Minnesota
$117K +$118K +1,791 New
CFD
104
Creative Financial Designs
Indiana
$112K
Franklin Resources
105
Franklin Resources
California
$110K
ANBT
106
American National Bank & Trust
Texas
$106K +$29.7K +449 +39%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$73.1K
Jones Financial Companies
108
Jones Financial Companies
Missouri
$60.9K +$61.6K +931 New
IAIM
109
International Assets Investment Management
Florida
$48.5K +$49.1K +742 New
CT
110
Colonial Trust
South Carolina
$45K
MG
111
Mather Group
Illinois
$42.5K +$41.5K +627 New
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$38K -$4.89K -74 -11%
GRP
113
Global Retirement Partners
California
$35.2K -$4.23K -64 -11%
PGAM
114
Princeton Global Asset Management
New Jersey
$33.9K
GGI
115
Godsey & Gibb Inc
Virginia
$26.9K
TAM
116
Tucker Asset Management
Colorado
$26.1K -$2.51K -38 -9%
HNB
117
Hilltop National Bank
Wyoming
$25.5K
Citigroup
118
Citigroup
New York
$21.8K +$1.12K +17 +5%
CFGS
119
Concourse Financial Group Securities
Alabama
$20K
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$19.6K
MTIC
121
Missouri Trust & Investment Company
Missouri
$19.6K
Simplex Trading
122
Simplex Trading
Illinois
$18K +$7.14K +108 +59%
CIAS
123
Capital Investment Advisory Services
North Carolina
$17.5K
HI
124
Harbour Investments
Wisconsin
$14.7K -$13.2K -199 -47%
SFCL
125
Strengthening Families & Communities LLC
Massachusetts
$14K +$13.8K +208 New

FIDU Hedge Fund Activity: Q2 2024 in Review

149 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2024, worth a combined $530M — up 35% from $392M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FIDU positions and 14 closed out — a net gain of 8 holders — while 49 added to existing stakes and 39 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $125M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.44M sold.

  • 149 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2024, up from 143 in Q1 2024.
  • Funds reported $530M of Fidelity MSCI Industrials Index ETF stock for Q2 2024, up 35% quarter-over-quarter.
  • 22 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2024 and 14 closed out, a net change of +8 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2024 was Charles Schwab, an estimated $125M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2024 was Goldman Sachs, an estimated $2.44M sold.

Based on aggregated 13F filings for Q2 2024.