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Fidelity MSCI Industrials Index ETF

159 hedge funds and large institutions have $467M invested in Fidelity MSCI Industrials Index ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

7% more funds holding

Funds holding: 149159 (+10)

4.29% less ownership

Funds ownership: 44.57%40.27% (-4.3%)

12% less capital invested

Capital invested by funds: $530M → $467M (-$62.4M)

Holders
159
Holders Change
+10
Holders Change %
+6.71%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
57
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
151
Syntrinsic
Colorado
$2.38K
PS
152
Principal Securities
Iowa
$2.02K +$1.91K +28 New
WWM
153
Wolff Wiese Magana
California
$1.8K
SIS
154
Sound Income Strategies
Florida
$1.66K -$8.98K -132 -85%
FFA
155
Farther Finance Advisors
California
$1.23K
IAIM
156
International Assets Investment Management
Florida
$742 +$3.59M +52,791 +7,115%
DFA
157
DHJJ Financial Advisors
Illinois
$291
GRP
158
Global Retirement Partners
California
$249 -$36.5K -536 -99%
CAM
159
Creekmur Asset Management
Illinois
$9
Charles Schwab
160
Charles Schwab
California
-$123M -1,885,060 Closed
VC
161
Vicus Capital
Pennsylvania
-$14.4M -220,168 Closed
HAS
162
HBW Advisory Services
California
-$1.59M -24,355 Closed
SAM
163
Secure Asset Management
Michigan
-$280K -4,277 Closed
GI
164
Gradient Investments
Minnesota
-$117K -1,791 Closed
MG
165
Mather Group
Illinois
-$42.5K -627 Closed
TAM
166
Tucker Asset Management
Colorado
-$26.1K -399 Closed
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
-$19.6K -300 Closed
EWA
168
EverSource Wealth Advisors
Alabama
-$11.5K -167 Closed
KFS
169
Kelly Financial Services
Massachusetts
-$3.62K -55 Closed
RFA
170
Register Financial Advisors
Georgia
-$523 -8 Closed

FIDU Hedge Fund Activity: Q3 2024 in Review

159 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2024, worth a combined $467M — down 12% from $530M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FIDU positions and 11 closed out — a net gain of 11 holders — while 57 added to existing stakes and 39 trimmed.

The largest buyer was AGF Management, adding an estimated $13.2M. The largest seller was Charles Schwab, exiting entirely with an estimated $123M sold.

  • 159 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2024, up from 149 in Q2 2024.
  • Funds reported $467M of Fidelity MSCI Industrials Index ETF stock for Q3 2024, down 12% quarter-over-quarter.
  • 22 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2024 and 11 closed out, a net change of +11 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2024 was AGF Management, an estimated $13.2M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2024 was Charles Schwab, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2024.