We are live on ! Find out more
FIDU icon

Fidelity MSCI Industrials Index ETF

149 hedge funds and large institutions have $530M invested in Fidelity MSCI Industrials Index ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

35% more capital invested

Capital invested by funds: $392M → $530M (+$138M)

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

7.13% more ownership

Funds ownership: 37.43%44.57% (+7.1%)

4% more funds holding

Funds holding: 143149 (+6)

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
49
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
126
Plante Moran Financial Advisors
Michigan
$13.5K
IA
127
IFP Advisors
Florida
$13.3K -$13.5K -204 -50%
EW
128
Element Wealth
Mississippi
$12.3K +$992 +15 +9%
AWM
129
Avior Wealth Management
Nebraska
$12.1K
EWA
130
EverSource Wealth Advisors
Alabama
$11.5K +$11K +167 New
SPIA
131
Steward Partners Investment Advisory
New York
$10.5K +$10.6K +160 New
SIS
132
Sound Income Strategies
Florida
$10.1K +$10.3K +155 New
HGERS
133
Householder Group Estate & Retirement Specialist
Arizona
$9K
NS
134
NBC Securities
Alabama
$9K
HNB
135
Huntington National Bank
Ohio
$8.69K
RI
136
Ridgewood Investments
New Jersey
$8.63K +$8.73K +132 New
GEA
137
Glen Eagle Advisors
New Jersey
$7.58K
DF
138
DecisionPoint Financial
Arizona
$7.46K
BONH
139
Bank of New Hampshire
New Hampshire
$7.06K
FFA
140
Founders Financial Alliance
North Carolina
$6.54K +$6.61K +100 New
CT
141
Clearstead Trust
Maine
$4.12K
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$3.86K +$3.9K +59 New
KFS
143
Kelly Financial Services
Massachusetts
$3.62K
BFEC
144
Benjamin F. Edwards & Company
Missouri
$3K
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$2.58K +$66 +1 +3%
S
146
Syntrinsic
Colorado
$2.16K
WWM
147
Wolff Wiese Magana
California
$1.64K +$1.65K +25 New
FFA
148
Farther Finance Advisors
California
$1.1K
RFA
149
Register Financial Advisors
Georgia
$523
DFA
150
DHJJ Financial Advisors
Illinois
$263

FIDU Hedge Fund Activity: Q2 2024 in Review

149 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2024, worth a combined $530M — up 35% from $392M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FIDU positions and 14 closed out — a net gain of 8 holders — while 49 added to existing stakes and 39 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $125M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.44M sold.

  • 149 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2024, up from 143 in Q1 2024.
  • Funds reported $530M of Fidelity MSCI Industrials Index ETF stock for Q2 2024, up 35% quarter-over-quarter.
  • 22 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2024 and 14 closed out, a net change of +8 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2024 was Charles Schwab, an estimated $125M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2024 was Goldman Sachs, an estimated $2.44M sold.

Based on aggregated 13F filings for Q2 2024.