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Fidelity MSCI Industrials Index ETF

116 hedge funds and large institutions have $286M invested in Fidelity MSCI Industrials Index ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 63 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 24

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $243M → $286M (+$42.7M)

5% more funds holding

Funds holding: 111116 (+5)

0.58% more ownership

Funds ownership: 32.16%32.74% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
63
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$42.6M +$974K +17,987 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.4M +$5.4M +99,720 +49%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$14.9M -$5.71M -105,493 -28%
NAM
4
NorthCoast Asset Management
Connecticut
$11.5M +$2.31M +42,553 +25%
Truist Financial
5
Truist Financial
North Carolina
$10.7M -$89.3K -1,649 -0.8%
FSC
6
Full Sail Capital
Oklahoma
$10.7M -$461K -8,512 -4%
Osaic Holdings
7
Osaic Holdings
Arizona
$10.3M +$294K +5,428 +3%
KAS
8
Kestra Advisory Services
Texas
$9.62M +$382K +7,044 +4%
Wells Fargo
9
Wells Fargo
California
$7.43M +$2.87M +52,917 +63%
VC
10
Vicus Capital
Pennsylvania
$7.39M +$584K +10,776 +9%
BCM
11
Beaumont Capital Management
Massachusetts
$6.58M -$8.4K -155 -0.1%
HighTower Advisors
12
HighTower Advisors
Illinois
$6.36M -$3.07M -56,654 -33%
BRWA
13
B. Riley Wealth Advisors
Florida
$6.25M +$6.24M +115,187 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.3M +$1.02M +18,917 +24%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.29M -$211K -3,887 -4%
Stifel Financial
16
Stifel Financial
Missouri
$5.15M -$108K -1,990 -2%
PCS
17
Personal CFO Solutions
New Jersey
$5.07M +$341K +6,297 +7%
EFSCE
18
Enterprise Financial Services Corp (EFSC)
Missouri
$4.93M +$145K +2,679 +3%
Morgan Stanley
19
Morgan Stanley
New York
$4.71M +$86.2K +1,591 +2%
QAM
20
Q3 Asset Management
Michigan
$4.67M +$2.54M +46,870 +119%
MFM
21
Mirsky Financial Management
New York
$4.62M +$4.39M +81,120 +2,027%
5L
22
55I LLC
Massachusetts
$4.1M -$30.2K -557 -0.7%
CA
23
Crumly & Associates
Illinois
$4.07M +$1.08M +19,909 +36%
Bank of America
24
Bank of America
North Carolina
$3.68M +$153K +2,831 +4%
LNC
25
Lincoln National Corp
Pennsylvania
$3.57M +$371K +6,841 +12%

FIDU Hedge Fund Activity: Q2 2021 in Review

116 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2021, worth a combined $286M — up 18% from $243M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FIDU positions and 10 closed out — a net gain of 5 holders — while 63 added to existing stakes and 24 trimmed.

The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $6.24M. The largest seller was Commonwealth Equity Services, cutting an estimated $5.71M.

  • 116 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2021, up from 111 in Q1 2021.
  • Funds reported $286M of Fidelity MSCI Industrials Index ETF stock for Q2 2021, up 18% quarter-over-quarter.
  • 15 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2021 and 10 closed out, a net change of +5 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2021 was B. Riley Wealth Advisors, an estimated $6.24M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2021 was Commonwealth Equity Services, an estimated $5.71M sold.

Based on aggregated 13F filings for Q2 2021.