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Fidelity MSCI Industrials Index ETF

111 hedge funds and large institutions have $243M invested in Fidelity MSCI Industrials Index ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

70% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 27

22% more capital invested

Capital invested by funds: $199M → $243M (+$43.6M)

9% more funds holding

Funds holding: 102111 (+9)

3.19% less ownership

Funds ownership: 35.35%32.16% (-3.2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
46
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$40M +$6.06M +123,596 +19%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$19.8M +$10.4M +211,907 +126%
FSC
3
Full Sail Capital
Oklahoma
$10.9M -$45.4K -926 -0.4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.6M -$948K -19,328 -9%
Truist Financial
5
Truist Financial
North Carolina
$10.4M +$1.73M +35,161 +21%
Osaic Holdings
6
Osaic Holdings
Arizona
$9.55M +$369K +7,512 +4%
HighTower Advisors
7
HighTower Advisors
Illinois
$9.07M +$21.6K +441 +0.3%
KAS
8
Kestra Advisory Services
Texas
$8.87M -$3.16M -64,416 -27%
NAM
9
NorthCoast Asset Management
Connecticut
$8.81M +$1.67M +34,125 +25%
VC
10
Vicus Capital
Pennsylvania
$6.54M +$6.16M +125,485 New
BCM
11
Beaumont Capital Management
Massachusetts
$6.33M -$1.09M -22,167 -15%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.28M -$2.21M -45,084 -31%
Stifel Financial
13
Stifel Financial
Missouri
$5.05M +$432K +8,802 +10%
EFSCE
14
Enterprise Financial Services Corp (EFSC)
Missouri
$4.6M -$347K -7,079 -7%
PCS
15
Personal CFO Solutions
New Jersey
$4.54M -$184K -3,752 -4%
Morgan Stanley
16
Morgan Stanley
New York
$4.44M +$431K +8,792 +11%
Wells Fargo
17
Wells Fargo
California
$4.38M +$649K +13,217 +19%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.11M +$349K +7,103 +10%
5L
19
55I LLC
Massachusetts
$3.96M +$115K +2,334 +3%
Bank of America
20
Bank of America
North Carolina
$3.39M -$905K -18,446 -22%
AWM
21
Avior Wealth Management
Nebraska
$3.13M +$2.94M +60,016 New
LNC
22
Lincoln National Corp
Pennsylvania
$3.07M +$1.46M +29,671 +101%
CA
23
Crumly & Associates
Illinois
$2.87M +$1.78M +36,227 +192%
TCM
24
Traynor Capital Management
Pennsylvania
$2.79M -$1.28K -26 -0%
RJA
25
Raymond James & Associates
Florida
$2.33M +$68.5K +1,397 +3%

FIDU Hedge Fund Activity: Q1 2021 in Review

111 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2021, worth a combined $243M — up 22% from $199M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FIDU positions and 11 closed out — a net gain of 9 holders — while 46 added to existing stakes and 27 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $10.4M. The largest seller was HBW Advisory Services, cutting an estimated $5.04M.

  • 111 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2021, up from 102 in Q4 2020.
  • Funds reported $243M of Fidelity MSCI Industrials Index ETF stock for Q1 2021, up 22% quarter-over-quarter.
  • 20 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2021 and 11 closed out, a net change of +9 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2021 was Commonwealth Equity Services, an estimated $10.4M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2021 was HBW Advisory Services, an estimated $5.04M sold.

Based on aggregated 13F filings for Q1 2021.