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Fidelity MSCI Industrials Index ETF

133 hedge funds and large institutions have $290M invested in Fidelity MSCI Industrials Index ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

71% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 28

15% more funds holding

Funds holding: 116133 (+17)

10% more capital invested

Capital invested by funds: $263M → $290M (+$27.2M)

0.53% less ownership

Funds ownership: 32.04%31.51% (-0.53%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
133
Holders Change
+17
Holders Change %
+14.66%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
48
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
126
Mystic Asset Management
Rhode Island
$5K +$5.53K +100 New
KFS
127
Kelly Financial Services
Massachusetts
$3K
HPC
128
HM Payson & Co
Maine
$3K
CFA
129
Carroll Financial Associates
North Carolina
$2K
EWA
130
EverSource Wealth Advisors
Alabama
$2K +$2.38K +43 New
AIL
131
AGF Investments LLC
Ontario, Canada
$1K
BBPWM
132
Blue Bell Private Wealth Management
Pennsylvania
$1K +$830 +15 New
SFCL
133
Strengthening Families & Communities LLC
Massachusetts
$40 +$11.1K +201 New
Jane Street
134
Jane Street
New York
-$683K -13,162 Closed
CS
135
Credit Suisse
Switzerland
-$539K -10,396 Closed
IWA
136
IBEX Wealth Advisors
New Jersey
-$478K -9,204 Closed
IAA
137
Independent Advisor Alliance
North Carolina
-$354K -6,824 Closed
PVH
138
Psagot Value Holdings
Israel
-$350K -6,745 Closed
LG
139
Leuthold Group
Minnesota
-$339K -6,542 Closed
ACM
140
Advisors Capital Management
New Jersey
-$208K -4,007 Closed
AWA
141
Arkadios Wealth Advisors
Georgia
-$101K -1,964 Closed
PMFA
142
Plante Moran Financial Advisors
Michigan
-$36K -700 Closed
Barclays
143
Barclays
United Kingdom
-$26K -499 Closed
CICI
144
Capital Investment Counsel Inc
North Carolina
-$23K -451 Closed
Simplex Trading
145
Simplex Trading
Illinois
-$12K -236 Closed
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
-$2K -33 Closed