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Fidelity MSCI Industrials Index ETF

109 hedge funds and large institutions have $175M invested in Fidelity MSCI Industrials Index ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

0.96% more ownership

Funds ownership: 28.72%29.68% (+0.96%)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 111109 (-2)

6% less capital invested

Capital invested by funds: $186M → $175M (-$10.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
109
Holders Change
-2
Holders Change %
-1.8%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
36
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$48.7M +$1.82M +37,710 +3%
AWM
2
AE Wealth Management
Kansas
$10.4M +$11.5M +237,574 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.7M -$3.67M -76,137 -28%
FSC
4
Full Sail Capital
Oklahoma
$8.28M -$1.02M -21,089 -10%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.49M +$1.25M +25,997 +21%
Wells Fargo
6
Wells Fargo
California
$4.51M +$636K +13,194 +15%
Stifel Financial
7
Stifel Financial
Missouri
$4.34M +$379K +7,862 +9%
PCS
8
Personal CFO Solutions
New Jersey
$4.2M +$10.2K +211 +0.2%
Citadel Advisors
9
Citadel Advisors
Florida
$4M +$3.26M +67,708 +284%
Bank of America
10
Bank of America
North Carolina
$3.55M -$539K -11,180 -12%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.14M +$558K +11,566 +19%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$3.08M -$183K -3,793 -5%
Morgan Stanley
13
Morgan Stanley
New York
$2.81M +$329K +6,833 +12%
ASN
14
Advisory Services Network
Georgia
$2.81M +$283K +5,872 +10%
5L
15
55I LLC
Massachusetts
$2.78M -$267K -5,535 -8%
LPL Financial
16
LPL Financial
California
$2.71M -$18.8K -389 -0.6%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.67M -$813K -16,870 -22%
Goldman Sachs
18
Goldman Sachs
New York
$2.47M +$434K +9,009 +19%
Ameriprise
19
Ameriprise
Minnesota
$2.46M -$52.8K -1,095 -2%
KAS
20
Kestra Advisory Services
Texas
$2.45M +$158K +3,275 +6%
TCM
21
Traynor Capital Management
Pennsylvania
$2.44M -$22.6K -469 -0.8%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.4M -$151K -3,131 -5%
BCI
23
Brinker Capital Investments
Pennsylvania
$2.33M +$2.57M +53,333 New
Truist Financial
24
Truist Financial
North Carolina
$1.83M -$3.81K -79 -0.2%
EWM
25
EPG Wealth Management
Georgia
$1.65M +$47.8K +992 +3%

FIDU Hedge Fund Activity: Q3 2022 in Review

109 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2022, worth a combined $175M — down 5.8% from $186M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FIDU and 15 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 36 added.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $11.5M. The largest seller was IronBridge Private Wealth, exiting entirely with an estimated $6.44M sold.

  • 109 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2022, down from 111 in Q2 2022.
  • Funds reported $175M of Fidelity MSCI Industrials Index ETF stock for Q3 2022, down 5.8% quarter-over-quarter.
  • 15 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2022 and 16 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2022 was AE Wealth Management, an estimated $11.5M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2022 was IronBridge Private Wealth, an estimated $6.44M sold.

Based on aggregated 13F filings for Q3 2022.