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Fidelity MSCI Industrials Index ETF
FIDU

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: 2 → 3 (+1)

14% more funds holding

Funds holding: 159 → 181 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$7.55M
2
AWM
AE Wealth Management
Kansas
+$6.71M
3
LPL Financial
LPL Financial
California
+$3.97M
4
MWM
Modern Wealth Management
Kansas
+$3.62M
5
GWA
GGM Wealth Advisors
Maryland
+$3.41M

Top Sellers

Rank Fund Capital Flow
1
AM
AGF Management
Ontario, Canada
-$17M
2
PCS
Personal CFO Solutions
New Jersey
-$5.6M
3
ASN
Advisory Services Network
Georgia
-$3.65M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.19M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
151
Avior Wealth Management
Nebraska
$13K – – –
EW
152
Element Wealth
Mississippi
$12.3K +$74 +1 +0.6%
JP Morgan Chase
153
JP Morgan Chase
New York
$12.3K -$224K -3,041 -95%
CIAS
154
Capital Investment Advisory Services
North Carolina
$11.6K – – –
RI
155
Ridgewood Investments
New Jersey
$9.28K – – –
PCA
156
PMV Capital Advisers
Texas
$9.28K +$9.73K +132 New
GEA
157
Glen Eagle Advisors
New Jersey
$8.16K – – –
DF
158
DecisionPoint Financial
Arizona
$7.59K – – –
BONH
159
Bank of New Hampshire
New Hampshire
$7.59K – – –
BTI
160
Blue Trust Inc
Georgia
$7.32K +$7.67K +104 New
FFA
161
Founders Financial Alliance
North Carolina
$7.07K +$74 +1 +1%
PC
162
Promus Capital
Illinois
$6.96K +$7.3K +99 New
AF
163
Allworth Financial
California
$5.23K +$5.16K +70 New
ACA
164
Aptus Capital Advisors
Alabama
$5.2K +$1.11K +15 +25%
PWA
165
Physician Wealth Advisors
Utah
$4.78K +$5.01K +68 New
MDA
166
Minot DeBlois Advisors
Massachusetts
$4.56K +$4.79K +65 New
CT
167
Clearstead Trust
Maine
$4.43K – – –
AIP
168
Ameritas Investment Partners
Nebraska
$3.31K +$3.46K +47 New
TWC
169
TD Waterhouse Canada
Ontario, Canada
$2.81K +$2.95K +40 New
CFGS
170
Concourse Financial Group Securities
Alabama
$2.63K -$5.23K -71 -67%
MCM
171
Mainstream Capital Management
California
$2.6K +$2.73K +37 New
WWM
172
Wolff Wiese Magana
California
$1.76K – – –
SIS
173
Sound Income Strategies
Florida
$1.62K – – –
CAWM
174
Capital A Wealth Management
Pennsylvania
$1.62K +$1.7K +23 New
MCM
175
MAI Capital Management
Ohio
$1.27K +$1.33K +18 New
4 5 6
7
8

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.