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Fidelity MSCI Industrials Index ETF

123 hedge funds and large institutions have $251M invested in Fidelity MSCI Industrials Index ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.22% less ownership

Funds ownership: 31.51%30.29% (-1.2%)

8% less funds holding

Funds holding: 133123 (-10)

12% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 43

14% less capital invested

Capital invested by funds: $290M → $251M (-$39.3M)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
123
Holders Change
-10
Holders Change %
-7.52%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
38
Reduced
43
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
126
Silverleafe Capital Partners
Tennessee
-$2.74M -48,702 Closed
SIA
127
Soltis Investment Advisors
Utah
-$2.37M -42,094 Closed
LNC
128
Lincoln National Corp
Pennsylvania
-$2.11M -37,478 Closed
ST
129
Spinnaker Trust
Maine
-$1.57M -27,946 Closed
WGCA
130
Wolf Group Capital Advisors
Virginia
-$1.49M -26,430 Closed
HAS
131
HBW Advisory Services
California
-$1.48M -26,318 Closed
FTUS
132
Flow Traders U.S.
New York
-$1.2M -21,361 Closed
OMC
133
Old Mission Capital
Illinois
-$682K -12,133 Closed
PAG
134
Private Advisor Group
New Jersey
-$679K -12,077 Closed
NA
135
NewEdge Advisors
Louisiana
-$501K -8,917 Closed
AWM
136
Axxcess Wealth Management
California
-$425K -7,568 Closed
BRWA
137
B. Riley Wealth Advisors
Florida
-$323K -5,740 Closed
BFPW
138
BOK Financial Private Wealth
Colorado
-$304K -5,413 Closed
AW
139
ACG Wealth
Georgia
-$222K -3,950 Closed
AA
140
Advisory Alpha
Michigan
-$221K -3,936 Closed
AIP
141
Ahrens Investment Partners
Louisiana
-$85.8K -1,614 -100%
ACM
142
Absolute Capital Management
Pennsylvania
-$77.7K -1,382 Closed
MP
143
McDonald Partners
Ohio
-$77.7K -1,382 Closed
SAM
144
Strategic Asset Management
Minnesota
-$74K -1,314 Closed
EVM
145
Eaton Vance Management
Massachusetts
-$67K -1,200 Closed
COCM
146
Charter Oak Capital Management
New Hampshire
-$47K -841 Closed
IAG
147
Investmark Advisory Group
Connecticut
-$25K -460 Closed
CA
148
CoreCap Advisors
Michigan
-$6K -100 Closed
MAM
149
Mystic Asset Management
Rhode Island
-$5K -100 Closed
EWA
150
EverSource Wealth Advisors
Alabama
-$2K -43 Closed

FIDU Hedge Fund Activity: Q1 2022 in Review

123 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2022, worth a combined $251M — down 14% from $290M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FIDU and 21 opened new positions — a net loss of 6 holders — while 43 trimmed existing stakes and 38 added.

The largest buyer was Bank of America, adding an estimated $11.3M. The largest seller was Vicus Capital, exiting entirely with an estimated $9.61M sold.

  • 123 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2022, down from 133 in Q4 2021.
  • Funds reported $251M of Fidelity MSCI Industrials Index ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 21 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2022 and 27 closed out, a net change of -6 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2022 was Bank of America, an estimated $11.3M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2022 was Vicus Capital, an estimated $9.61M sold.

Based on aggregated 13F filings for Q1 2022.