Fidelity MSCI Industrials Index ETF
FIDU
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.
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
22% more capital invested
Capital invested by funds: $284M → $346M (+$61.7M)
7% more funds holding
Funds holding: 134 → 144 (+10)
2.54% more ownership
Funds ownership: 36.58% → 39.12% (+2.5%)
33% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 54
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.68M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$9.07M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$8.54M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.58M |
| 5 |
Goldman Sachs
New York
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$5.98M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.21M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.92M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.82M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFCL
151
Strengthening Families & Communities LLC
Boston,
Massachusetts
| – | -$11K | -206 | Closed |
|
|
WBC
152
West Branch Capital
Amherst,
Massachusetts
| – | -$9.26K | -171 | Closed |
|
153
Creative Planning
Overland Park,
Kansas
| – | -$6.5K | -120 | Closed |
|
|
GWM
154
Geneos Wealth Management
Englewood,
Colorado
| – | -$6.22K | -115 | Closed |
|
|
BCMLT
155
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$4.44K | -78 | Closed |
|
|
CA
156
Clearstead Advisors
Cleveland,
Ohio
| – | -$3.41K | -63 | Closed |
|
|
RFA
157
Register Financial Advisors
Atlanta,
Georgia
| – | -$433 | -8 | Closed |
|
FIDU Hedge Fund Activity: Q4 2023 in Review
144 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q4 2023, worth a combined $346M — up 22% from $284M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FIDU positions and 14 closed out — a net gain of 11 holders — while 36 added to existing stakes and 54 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.68M. The largest seller was Connectus Wealth, cutting an estimated $5.98M.
- 144 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q4 2023, up from 134 in Q3 2023.
- Funds reported $346M of Fidelity MSCI Industrials Index ETF stock for Q4 2023, up 22% quarter-over-quarter.
- 25 funds opened new Fidelity MSCI Industrials Index ETF positions in Q4 2023 and 14 closed out, a net change of +11 holders.
- The largest Fidelity MSCI Industrials Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $9.68M added.
- The largest Fidelity MSCI Industrials Index ETF seller in Q4 2023 was Connectus Wealth, an estimated $5.98M sold.
Based on aggregated 13F filings for Q4 2023.