Fidelity MSCI Industrials Index ETF
FIDU
111 hedge funds and large institutions have $186M invested in Fidelity MSCI Industrials Index ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 44 reducing their positions, and 22 closing their positions.
1.57% less ownership
Funds ownership: 30.29% → 28.72% (-1.6%)
10% less funds holding
Funds holding: 123 → 111 (-12)
26% less capital invested
Capital invested by funds: $251M → $186M (-$64.3M)
34% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 44
50% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IPW
IronBridge Private Wealth
Austin,
Texas
|
+$6.97M |
| 2 |
Jane Street
New York
|
+$4.39M |
| 3 |
Goldman Sachs
New York
|
+$1.43M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.11M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$979K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$11.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.72M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$6.91M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$3.3M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWS
126
Glassman Wealth Services
Vienna,
Virginia
| – | -$4K | -76 | Closed |
|
127
Simplex Trading
Chicago,
Illinois
| – | -$1K | -32 | Closed |
|
|
FPS
128
Fieldpoint Private Securities
Greenwich,
Connecticut
| – | -$1K | -23 | Closed |
|
|
BBPWM
129
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$1K | -15 | Closed |
|
|
CMP
130
Coston McIsaac & Partners
Bar Harbor,
Maine
| – | +$49 | +1 | New |
|
|
LFA
131
Level Financial Advisors
East Amherst,
New York
| – | +$244 | +5 | New |
|
FIDU Hedge Fund Activity: Q2 2022 in Review
111 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2022, worth a combined $186M — down 26% from $251M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of FIDU and 11 opened new positions — a net loss of 11 holders — while 44 trimmed existing stakes and 29 added.
The largest buyer was IronBridge Private Wealth, opening a new position worth an estimated $6.97M. The largest seller was Truist Financial, cutting an estimated $11.1M.
- 111 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2022, down from 123 in Q1 2022.
- Funds reported $186M of Fidelity MSCI Industrials Index ETF stock for Q2 2022, down 26% quarter-over-quarter.
- 11 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2022 and 22 closed out, a net change of -11 holders.
- The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2022 was IronBridge Private Wealth, an estimated $6.97M added.
- The largest Fidelity MSCI Industrials Index ETF seller in Q2 2022 was Truist Financial, an estimated $11.1M sold.
Based on aggregated 13F filings for Q2 2022.