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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
EWM
176
Evermay Wealth Management
Virginia
$844 +$885 +12 New
HWM
177
HighMark Wealth Management
Minnesota
$681 +$737 +10 New
FFA
178
Farther Finance Advisors
California
$633 -$590 -8 -47%
DFA
179
DHJJ Financial Advisors
Illinois
$285
TRCT
180
Tower Research Capital (TRC)
New York
$70 +$74 +1 New
CAM
181
Creekmur Asset Management
Illinois
$9
PCS
182
Personal CFO Solutions
New Jersey
-$5.6M -77,658 Closed
IAIM
183
International Assets Investment Management
Florida
-$742 -53,533 Closed
Citadel Advisors
184
Citadel Advisors
Florida
-$2.07M -28,627 Closed
Jane Street
185
Jane Street
New York
-$1.63M -22,565 Closed
Prudential Financial
186
Prudential Financial
New Jersey
-$1.56M -21,633 Closed
KIA
187
KCM Investment Advisors
California
-$1.56M -21,548 Closed
BOSSRA
188
B.O.S.S. Retirement Advisors
Utah
-$960K -13,306 Closed
Janney Montgomery Scott
189
Janney Montgomery Scott
Pennsylvania
-$305K -4,230 Closed
EH
190
Equitable Holdings
New York
-$227K -3,146 Closed
SIAG
191
Safeguard Investment Advisory Group
California
-$222K -3,078 Closed
JIP
192
Jaffetilchin Investment Partners
Florida
-$60K -832 Closed
SFCL
193
Strengthening Families & Communities LLC
Massachusetts
-$15.1K -209 Closed
PMFA
194
Plante Moran Financial Advisors
Michigan
-$14.9K -207 Closed
SPIA
195
Steward Partners Investment Advisory
New York
-$11.5K -160 Closed
HGERS
196
Householder Group Estate & Retirement Specialist
Arizona
-$10K -145 Closed
NS
197
NBC Securities
Alabama
-$10K -140 Closed

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.