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Fidelity MSCI Industrials Index ETF

181 hedge funds and large institutions have $479M invested in Fidelity MSCI Industrials Index ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

66% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 41

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more funds holding

Funds holding: 159181 (+22)

2% more capital invested

Capital invested by funds: $467M → $479M (+$11.4M)

0.77% less ownership

Funds ownership: 40.27%39.5% (-0.77%)

Holders
181
Holders Change
+22
Holders Change %
+13.84%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
40
Increased
68
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
126
Franklin Resources
California
$119K
PS
127
Principal Securities
Iowa
$116K +$120K +1,622 +5,793%
GRP
128
Global Retirement Partners
California
$110K +$115K +1,558 +51,933%
CA
129
CoreCap Advisors
Michigan
$88.5K -$5.45K -74 -6%
Simplex Trading
130
Simplex Trading
Illinois
$79K +$58.2K +790 +228%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$77.8K
SMA
132
Sage Mountain Advisors
Georgia
$77.6K
IA
133
IFP Advisors
Florida
$72.2K
CT
134
Colonial Trust
South Carolina
$48.4K
CFD
135
Creative Financial Designs
Indiana
$44.5K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$41K
PGAM
137
Princeton Global Asset Management
New Jersey
$36.4K
GGI
138
Godsey & Gibb Inc
Virginia
$35.9K +$7.37K +100 +24%
OSAM
139
O'Shaughnessy Asset Management
Connecticut
$35.8K +$3.32K +45 +10%
BFP
140
Briaud Financial Planning
Texas
$35K +$36.9K +500 New
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$33.3K +$31.7K +430 +1,075%
DRP
142
Decker Retirement Planning
Utah
$30.5K +$32K +434 New
AFM
143
Aspetuck Financial Management
Connecticut
$28.9K +$30.3K +411 New
HNB
144
Hilltop National Bank
Wyoming
$27.4K
PA
145
Parallel Advisors
California
$21.3K -$111K -1,500 -83%
MTIC
146
Missouri Trust & Investment Company
Missouri
$21.1K
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$17.6K +$18.4K +250 New
GCM
148
Gables Capital Management
Florida
$17.2K
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
$16.6K +$17.4K +236 New
HI
150
Harbour Investments
Wisconsin
$16K +$74 +1 +0.4%

FIDU Hedge Fund Activity: Q4 2024 in Review

181 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q4 2024, worth a combined $479M — up 2.4% from $467M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FIDU positions and 16 closed out — a net gain of 24 holders — while 68 added to existing stakes and 41 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $7.55M. The largest seller was AGF Management, cutting an estimated $17M.

  • 181 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q4 2024, up from 159 in Q3 2024.
  • Funds reported $479M of Fidelity MSCI Industrials Index ETF stock for Q4 2024, up 2.4% quarter-over-quarter.
  • 40 funds opened new Fidelity MSCI Industrials Index ETF positions in Q4 2024 and 16 closed out, a net change of +24 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q4 2024 was Thrivent Financial for Lutherans, an estimated $7.55M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q4 2024 was AGF Management, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2024.