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Fidelity MSCI Industrials Index ETF

133 hedge funds and large institutions have $290M invested in Fidelity MSCI Industrials Index ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

71% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 28

15% more funds holding

Funds holding: 116133 (+17)

10% more capital invested

Capital invested by funds: $263M → $290M (+$27.2M)

0.53% less ownership

Funds ownership: 32.04%31.51% (-0.53%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
133
Holders Change
+17
Holders Change %
+14.66%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
48
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$57.9M +$3.23M +58,370 +6%
Truist Financial
2
Truist Financial
North Carolina
$17.4M -$28.5K -515 -0.2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$15.1M +$208K +3,758 +1%
Wells Fargo
4
Wells Fargo
California
$13.5M +$3.17M +57,239 +31%
VC
5
Vicus Capital
Pennsylvania
$9.61M +$9.92M +179,334 New
FSC
6
Full Sail Capital
Oklahoma
$9.37M -$796K -14,382 -7%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.92M -$851K -15,380 -9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.86M -$1.86M -33,587 -19%
PCS
9
Personal CFO Solutions
New Jersey
$7.08M +$59.3K +1,072 +0.9%
BCM
10
Beaumont Capital Management
Massachusetts
$6.8M -$1.62M -29,313 -19%
LPL Financial
11
LPL Financial
California
$6.69M -$522K -9,433 -7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.49M +$715K +12,932 +13%
QAM
13
Q3 Asset Management
Michigan
$5.84M +$738K +13,332 +15%
EFSCE
14
Enterprise Financial Services Corp (EFSC)
Missouri
$5.21M +$94.2K +1,702 +2%
MFM
15
Mirsky Financial Management
New York
$5.12M +$177K +3,206 +4%
Stifel Financial
16
Stifel Financial
Missouri
$5.03M -$351K -6,348 -7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.96M +$124K +2,236 +3%
KAS
18
Kestra Advisory Services
Texas
$4.17M -$149K -2,695 -4%
5L
19
55I LLC
Massachusetts
$4.17M +$81.4K +1,471 +2%
ASN
20
Advisory Services Network
Georgia
$3.54M +$882K +15,949 +34%
TCM
21
Traynor Capital Management
Pennsylvania
$3.27M -$87.9K -1,588 -3%
Bank of America
22
Bank of America
North Carolina
$3.25M +$174K +3,148 +6%
Ameriprise
23
Ameriprise
Minnesota
$3.23M +$1.77M +32,028 +126%
Morgan Stanley
24
Morgan Stanley
New York
$3.02M +$204K +3,682 +7%
RJA
25
Raymond James & Associates
Florida
$2.9M +$130K +2,342 +5%