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Fidelity MSCI Industrials Index ETF

177 hedge funds and large institutions have $512M invested in Fidelity MSCI Industrials Index ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 46 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 46

7% more capital invested

Capital invested by funds: $479M → $512M (+$33.2M)

2.48% more ownership

Funds ownership: 39.5%41.98% (+2.5%)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

2% less funds holding

Funds holding: 181177 (-4)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
73
Reduced
46
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Q1WB
176
Quest 10 Wealth Builders
Virginia
$1.37K +$1.43K +20 New
EWM
177
Evermay Wealth Management
Virginia
$822
BTI
178
Blue Trust Inc
Georgia
$11 -$7.43K -104 Closed
GWA
179
GGM Wealth Advisors
Maryland
-$3.26M -46,306 Closed
QAM
180
Q3 Asset Management
Michigan
-$1.36M -19,399 Closed
SI
181
Stephens Inc
Arkansas
-$702K -9,985 Closed
HAS
182
HBW Advisory Services
California
-$493K -7,017 Closed
AP
183
Advisors Preferred
Maryland
-$486K -6,938 Closed
AWA
184
Arete Wealth Advisors
Illinois
-$391K -5,564 Closed
JWCA
185
J.W. Cole Advisors
Florida
-$339K -4,828 Closed
SAM
186
Secure Asset Management
Michigan
-$337K -4,794 Closed
Creative Planning
187
Creative Planning
Kansas
-$316K -4,488 Closed
Mercer Global Advisors
188
Mercer Global Advisors
Colorado
-$291K -4,142 Closed
FAG
189
Fortitude Advisory Group
Washington
-$217K -3,084 Closed
RWA
190
River Wealth Advisors
Pennsylvania
-$211K -2,996 Closed
SW
191
SVB Wealth
Massachusetts
-$208K -2,962 Closed
SWM
192
Selective Wealth Management
Virginia
-$204K -2,842 Closed
BFP
193
Briaud Financial Planning
Texas
-$35K -500 Closed
AFM
194
Aspetuck Financial Management
Connecticut
-$28.9K -411 Closed
Qube Research & Technologies (QRT)
195
Qube Research & Technologies (QRT)
United Kingdom
-$16.6K -236 Closed
AWM
196
Avior Wealth Management
Nebraska
-$13K -185 Closed
EW
197
Element Wealth
Mississippi
-$12.3K -175 Closed
PCA
198
PMV Capital Advisers
Texas
-$9.28K -132 Closed
AIP
199
Ameritas Investment Partners
Nebraska
-$3.31K -47 Closed
MCM
200
Mainstream Capital Management
California
-$2.6K -37 Closed

FIDU Hedge Fund Activity: Q1 2025 in Review

177 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2025, worth a combined $512M — up 6.9% from $479M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FIDU and 25 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 73 added.

The largest buyer was AGF Management, adding an estimated $10.5M. The largest seller was GGM Wealth Advisors, exiting entirely with an estimated $3.26M sold.

  • 177 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2025, down from 181 in Q4 2024.
  • Funds reported $512M of Fidelity MSCI Industrials Index ETF stock for Q1 2025, up 6.9% quarter-over-quarter.
  • 25 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2025 and 26 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2025 was AGF Management, an estimated $10.5M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2025 was GGM Wealth Advisors, an estimated $3.26M sold.

Based on aggregated 13F filings for Q1 2025.