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Fidelity MSCI Industrials Index ETF
FIDU

181 hedge funds and large institutions have $479M invested in Fidelity MSCI Industrials Index ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

66% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 41

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more funds holding

Funds holding: 159 → 181 (+22)

2% more capital invested

Capital invested by funds: $467M → $479M (+$11.4M)

0.77% less ownership

Funds ownership: 40.27% → 39.5% (-0.77%)

Holders
181
Holders Change
+22
Holders Change %
+13.84%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
40
Increased
68
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$7.55M
2
AWM
AE Wealth Management
Kansas
+$6.71M
3
LPL Financial
LPL Financial
California
+$3.97M
4
MWM
Modern Wealth Management
Kansas
+$3.62M
5
GWA
GGM Wealth Advisors
Maryland
+$3.41M

Top Sellers

Rank Fund Capital Flow
1
AM
AGF Management
Ontario, Canada
-$17M
2
PCS
Personal CFO Solutions
New Jersey
-$5.6M
3
ASN
Advisory Services Network
Georgia
-$3.65M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.19M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
101
Jones Financial Companies
Missouri
$299K +$213K +2,883 +211%
CA
102
Crumly & Associates
Illinois
$294K – – –
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$291K -$268K -3,634 -47%
LFG
104
Larson Financial Group
Missouri
$289K +$1.62K +22 +0.5%
SPC
105
Sigma Planning Corp
Michigan
$278K +$15K +204 +5%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$267K +$5.31K +72 +2%
CAMG
107
CWA Asset Management Group
Florida
$261K +$273K +3,710 New
PFA
108
Pathway Financial Advisers
Indiana
$251K +$3.54K +48 +1%
WIA
109
World Investment Advisors
California
$246K – – –
AFP
110
Ausdal Financial Partners
Iowa
$243K -$295 -4 -0.1%
Citigroup
111
Citigroup
New York
$240K +$200K +2,708 +385%
IWC
112
Integrated Wealth Concepts
Massachusetts
$234K +$29.6K +401 +14%
DAS
113
Diversify Advisory Services
Utah
$233K -$13.8K -187 -5%
UBS Group
114
UBS Group
Switzerland
$232K +$2.58K +35 +1%
BW
115
BIP Wealth
Georgia
$225K – – –
AWS
116
Atria Wealth Solutions
New York
$218K -$32.8K -445 -13%
FAG
117
Fortitude Advisory Group
Washington
$217K +$147 +2 +0.1%
RWA
118
River Wealth Advisors
Pennsylvania
$211K -$15.8K -215 -7%
SW
119
SVB Wealth
Massachusetts
$208K +$218K +2,962 New
SWM
120
Selective Wealth Management
Virginia
$204K -$2.51K -34 -1%
MHR
121
Matthew Hamilton Rosenberg
$203K – – –
Comerica Bank
122
Comerica Bank
Texas
$191K +$4.64K +63 +2%
CH
123
Canton Hathaway
Rhode Island
$162K – – –
BWL
124
Bogart Wealth LLC
Virginia
$161K – – –
HC
125
Hurley Capital
New York
$154K +$160K +2,171 New
3 4
5
6 7

FIDU Hedge Fund Activity: Q4 2024 in Review

181 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q4 2024, worth a combined $479M — up 2.4% from $467M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FIDU positions and 16 closed out — a net gain of 24 holders — while 68 added to existing stakes and 41 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $7.55M. The largest seller was AGF Management, cutting an estimated $17M.

  • 181 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q4 2024, up from 159 in Q3 2024.
  • Funds reported $479M of Fidelity MSCI Industrials Index ETF stock for Q4 2024, up 2.4% quarter-over-quarter.
  • 40 funds opened new Fidelity MSCI Industrials Index ETF positions in Q4 2024 and 16 closed out, a net change of +24 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q4 2024 was Thrivent Financial for Lutherans, an estimated $7.55M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q4 2024 was AGF Management, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2024.