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Fidelity MSCI Industrials Index ETF

123 hedge funds and large institutions have $251M invested in Fidelity MSCI Industrials Index ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.22% less ownership

Funds ownership: 31.51%30.29% (-1.2%)

8% less funds holding

Funds holding: 133123 (-10)

12% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 43

14% less capital invested

Capital invested by funds: $290M → $251M (-$39.3M)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
123
Holders Change
-10
Holders Change %
-7.52%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
38
Reduced
43
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$57.8M +$2.25M +42,327 +4%
Bank of America
2
Bank of America
North Carolina
$14.6M +$11.3M +213,127 +369%
Truist Financial
3
Truist Financial
North Carolina
$14.5M -$2.2M -41,300 -13%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$13.6M -$807K -15,173 -6%
FSC
5
Full Sail Capital
Oklahoma
$10.9M +$1.3M +24,391 +14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.67M +$3.41M +64,113 +55%
CW
7
Connectus Wealth
Ohio
$8.9M +$8.42M +158,341 New
PCS
8
Personal CFO Solutions
New Jersey
$5.27M -$1.49M -27,961 -22%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$5M +$4.94M +92,900 New
EFSCE
10
Enterprise Financial Services Corp (EFSC)
Missouri
$4.84M -$148K -2,789 -3%
Stifel Financial
11
Stifel Financial
Missouri
$4.74M -$74.2K -1,395 -2%
LPL Financial
12
LPL Financial
California
$4.6M -$1.78M -33,481 -28%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.39M -$357K -6,706 -8%
5L
14
55I LLC
Massachusetts
$4.12M +$130K +2,449 +3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.82M +$2.26M +42,462 +149%
Wells Fargo
16
Wells Fargo
California
$3.77M -$9.02M -169,696 -71%
KAS
17
Kestra Advisory Services
Texas
$3.62M -$366K -6,874 -9%
ASN
18
Advisory Services Network
Georgia
$3.44M +$50.7K +953 +2%
BFA
19
Beaumont Financial Advisors
Massachusetts
$3.3M +$2.34M +43,979 +254%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.24M -$5.24M -98,454 -62%
TCM
21
Traynor Capital Management
Pennsylvania
$3.06M -$73.2K -1,376 -2%
Citadel Advisors
22
Citadel Advisors
Florida
$2.54M +$1.9M +35,685 +310%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.49M +$532 +10 +0%
Jane Street
24
Jane Street
New York
$2.48M +$2.45M +45,995 New
RJA
25
Raymond James & Associates
Florida
$2.47M -$296K -5,564 -11%

FIDU Hedge Fund Activity: Q1 2022 in Review

123 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2022, worth a combined $251M — down 14% from $290M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FIDU and 21 opened new positions — a net loss of 6 holders — while 43 trimmed existing stakes and 38 added.

The largest buyer was Bank of America, adding an estimated $11.3M. The largest seller was Vicus Capital, exiting entirely with an estimated $9.61M sold.

  • 123 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2022, down from 133 in Q4 2021.
  • Funds reported $251M of Fidelity MSCI Industrials Index ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 21 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2022 and 27 closed out, a net change of -6 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2022 was Bank of America, an estimated $11.3M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2022 was Vicus Capital, an estimated $9.61M sold.

Based on aggregated 13F filings for Q1 2022.