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Fidelity MSCI Industrials Index ETF
FIDU

Overview Fund Activity

144 hedge funds and large institutions have $346M invested in Fidelity MSCI Industrials Index ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
36
Reduced
54
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$18.6M
2
AWM
AE Wealth Management
Kansas
$34.7M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$36.2M
4
Ameriprise
Ameriprise
Minnesota
$6.45M
5
Goldman Sachs
Goldman Sachs
New York
$2.85M

Top Sellers

1
CW
Connectus Wealth
Ohio
$2.48M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.29M
3
Osaic Holdings
Osaic Holdings
Arizona
$6.92M
4
Citadel Advisors
Citadel Advisors
Florida
$1.63M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$353K
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
126
NBC Securities
Alabama
$8K – – –
HGERS
127
Householder Group Estate & Retirement Specialist
Arizona
$8K – – –
GEA
128
Glen Eagle Advisors
New Jersey
$7.1K – – –
DF
129
DecisionPoint Financial
Arizona
$6.61K – – –
SIC
130
SJS Investment Consulting
Ohio
$6.34K +$6.34K +104 New
RCM
131
Raleigh Capital Management
North Carolina
$6.25K +$6.25K +102 New
PTC
132
Private Trust Company
Ohio
$5.57K +$5.57K +91 New
BFPW
133
BOK Financial Private Wealth
Colorado
$4.29K +$4.29K +70 New
S
134
SignatureFD
Georgia
$4.04K +$4.04K +66 New
CT
135
Clearstead Trust
Maine
$3.86K – – –
KFS
136
Kelly Financial Services
Massachusetts
$3.38K – – –
FMTCOCP
137
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
BFEC
138
Benjamin F. Edwards & Company
Missouri
$3K +$3K +50 New
S
139
Syntrinsic
Colorado
$2.02K – – –
FFA
140
Farther Finance Advisors
California
$1.04K -$857 -14 -45%
SIS
141
Sound Income Strategies
Florida
$367 +$367 +6 New
AF
142
Allworth Financial
California
$46 +$46 +1 New
CAM
143
Creekmur Asset Management
Illinois
$18 +$18 +1 New
SPC
144
Sigma Planning Corp
Michigan
– -$344K -6,358 Closed
BAM
145
Belpointe Asset Management
Nevada
– -$284K -5,246 Closed
LNC
146
Lincoln National Corp
Pennsylvania
– -$274K -5,064 Closed
BWM
147
Birchcreek Wealth Management
Ohio
– -$221K -4,076 Closed
AAS
148
Avantax Advisory Services
Texas
– -$200K -3,696 Closed
CICI
149
Capital Investment Counsel Inc
North Carolina
– -$24.4K -451 Closed
CWP
150
Concord Wealth Partners
Virginia
– -$24.4K -451 Closed
3 4 5
6
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