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Fidelity MSCI Industrials Index ETF

143 hedge funds and large institutions have $392M invested in Fidelity MSCI Industrials Index ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

13% more capital invested

Capital invested by funds: $346M → $392M (+$46.3M)

1% less funds holding

Funds holding: 144143 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1.69% less ownership

Funds ownership: 39.12%37.43% (-1.7%)

Holders
143
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
53
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Avior Wealth Management
Nebraska
$12.5K
Simplex Trading
127
Simplex Trading
Illinois
$12K +$2.71K +43 +31%
EW
128
Element Wealth
Mississippi
$11.8K
HGERS
129
Householder Group Estate & Retirement Specialist
Arizona
$9.83K
NS
130
NBC Securities
Alabama
$9K
GEA
131
Glen Eagle Advisors
New Jersey
$7.87K
BONH
132
Bank of New Hampshire
New Hampshire
$7.32K +$6.82K +108 New
DF
133
DecisionPoint Financial
Arizona
$7.1K
CT
134
Clearstead Trust
Maine
$4.27K
KFS
135
Kelly Financial Services
Massachusetts
$3.75K
BFEC
136
Benjamin F. Edwards & Company
Missouri
$3K
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$2.65K +$2.46K +39 New
S
138
Syntrinsic
Colorado
$2.24K
FFA
139
Farther Finance Advisors
California
$1.14K
RFA
140
Register Financial Advisors
Georgia
$542 +$505 +8 New
DFA
141
DHJJ Financial Advisors
Illinois
$272 +$253 +4 New
AF
142
Allworth Financial
California
$51
CAM
143
Creekmur Asset Management
Illinois
$8 -$63 -1 Closed
Citadel Advisors
144
Citadel Advisors
Florida
-$1.63M -26,551 Closed
CI
145
CX Institutional
Indiana
-$1.56M -25,431 Closed
CA
146
CSM Advisors
Pennsylvania
-$1.03M -16,900 Closed
FTUS
147
Flow Traders U.S.
New York
-$484K -7,900 Closed
AAS
148
Ameritas Advisory Services
Nebraska
-$463K -7,527 Closed
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
-$353K -5,762 Closed
KFG
150
Kingdom Financial Group
Arizona
-$283K -4,619 Closed

FIDU Hedge Fund Activity: Q1 2024 in Review

143 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2024, worth a combined $392M — up 13% from $346M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FIDU and 16 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 53 added.

The largest buyer was AGF Management, adding an estimated $5.47M. The largest seller was Morgan Stanley, cutting an estimated $6.62M.

  • 143 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2024, down from 144 in Q4 2023.
  • Funds reported $392M of Fidelity MSCI Industrials Index ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 16 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2024 and 17 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2024 was AGF Management, an estimated $5.47M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $6.62M sold.

Based on aggregated 13F filings for Q1 2024.