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Fidelity MSCI Industrials Index ETF

116 hedge funds and large institutions have $263M invested in Fidelity MSCI Industrials Index ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 116116 (0)

0.71% less ownership

Funds ownership: 32.74%32.04% (-0.71%)

8% less capital invested

Capital invested by funds: $286M → $263M (-$23.1M)

Holders
116
Holders Change
Holders Change %
0%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
49
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$50.5M +$10.1M +187,128 +24%
Truist Financial
2
Truist Financial
North Carolina
$16.1M +$6.12M +112,940 +57%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.7M -$544K -10,030 -4%
NAM
4
NorthCoast Asset Management
Connecticut
$12.7M +$1.74M +32,044 +15%
FSC
5
Full Sail Capital
Oklahoma
$10M -$255K -4,709 -2%
Wells Fargo
6
Wells Fargo
California
$9.47M +$2.47M +45,604 +33%
Osaic Holdings
7
Osaic Holdings
Arizona
$9.03M -$803K -14,825 -8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$9M -$7.01M -129,277 -43%
BCM
9
Beaumont Capital Management
Massachusetts
$7.8M +$1.58M +29,088 +24%
LPL Financial
10
LPL Financial
California
$6.66M +$3.48M +64,130 +100%
PCS
11
Personal CFO Solutions
New Jersey
$6.48M +$1.7M +31,436 +34%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.33M +$278K +5,126 +5%
Stifel Financial
13
Stifel Financial
Missouri
$4.97M +$49.1K +907 +1%
QAM
14
Q3 Asset Management
Michigan
$4.74M +$243K +4,491 +5%
EFSCE
15
Enterprise Financial Services Corp (EFSC)
Missouri
$4.72M +$3.63K +67 +0.1%
MFM
16
Mirsky Financial Management
New York
$4.56M +$149K +2,747 +3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.47M -$635K -11,723 -12%
CA
18
Crumly & Associates
Illinois
$4.13M +$250K +4,612 +6%
KAS
19
Kestra Advisory Services
Texas
$3.99M -$5.45M -100,549 -57%
5L
20
55I LLC
Massachusetts
$3.77M -$159K -2,928 -4%
Citadel Advisors
21
Citadel Advisors
Florida
$3.27M +$3.41M +63,015 New
TCM
22
Traynor Capital Management
Pennsylvania
$3.1M +$59.9K +1,106 +2%
Bank of America
23
Bank of America
North Carolina
$2.84M -$717K -13,237 -19%
Morgan Stanley
24
Morgan Stanley
New York
$2.59M -$2M -36,852 -42%
RJA
25
Raymond James & Associates
Florida
$2.55M +$149K +2,751 +6%

FIDU Hedge Fund Activity: Q3 2021 in Review

116 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2021, worth a combined $263M — down 8.1% from $286M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FIDU positions and 12 closed out — a net gain of 1 holder — while 49 added to existing stakes and 31 trimmed.

The largest buyer was Lido Advisors, adding an estimated $10.1M. The largest seller was Vicus Capital, exiting entirely with an estimated $7.39M sold.

  • 116 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $263M of Fidelity MSCI Industrials Index ETF stock for Q3 2021, down 8.1% quarter-over-quarter.
  • 13 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2021 and 12 closed out, a net change of +1 holder.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2021 was Lido Advisors, an estimated $10.1M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2021 was Vicus Capital, an estimated $7.39M sold.

Based on aggregated 13F filings for Q3 2021.