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Fidelity MSCI Industrials Index ETF

122 hedge funds and large institutions have $222M invested in Fidelity MSCI Industrials Index ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,000% more call options, than puts

Call options by funds: $355K | Put options by funds: $5K

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

27% more capital invested

Capital invested by funds: $175M → $222M (+$46.5M)

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

12% more funds holding

Funds holding: 109122 (+13)

2.15% more ownership

Funds ownership: 29.68%31.82% (+2.1%)

Holders
122
Holders Change
+13
Holders Change %
+11.93%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
38
Reduced
33
Closed
11
Calls
$355K
Puts
$5K
Net Calls
+$350K
Net Calls Change
+$350K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$56.8M +$243K +4,894 +0.4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$16.2M +$5.94M +119,855 +60%
AWM
3
AE Wealth Management
Kansas
$11.9M -$121K -2,447 -1%
Osaic Holdings
4
Osaic Holdings
Arizona
$9.49M +$5.72M +115,333 +161%
FSC
5
Full Sail Capital
Oklahoma
$8.98M -$623K -12,557 -7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.88M +$5.87M +118,286 +679%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.9M -$1.59M -32,159 -22%
Wells Fargo
8
Wells Fargo
California
$5.31M +$70.2K +1,415 +1%
PCS
9
Personal CFO Solutions
New Jersey
$5.03M +$150K +3,032 +3%
Stifel Financial
10
Stifel Financial
Missouri
$4.97M -$72.7K -1,467 -1%
Bank of America
11
Bank of America
North Carolina
$4.87M +$727K +14,653 +18%
Citadel Advisors
12
Citadel Advisors
Florida
$4.41M -$222K -4,486 -5%
Morgan Stanley
13
Morgan Stanley
New York
$3.95M +$679K +13,684 +21%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.41M +$302K +6,094 +10%
ASN
15
Advisory Services Network
Georgia
$3.38M +$125K +2,515 +4%
JP Morgan Chase
16
JP Morgan Chase
New York
$3.37M +$3.3M +66,493 New
WA
17
Win Advisors
Florida
$3.2M +$3.13M +63,076 New
TCM
18
Traynor Capital Management
Pennsylvania
$2.93M +$96K +1,937 +3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.79M +$10K +202 +0.4%
LPL Financial
20
LPL Financial
California
$2.75M -$392K -7,913 -13%
KAS
21
Kestra Advisory Services
Texas
$2.66M -$182K -3,664 -7%
BCI
22
Brinker Capital Investments
Pennsylvania
$2.59M -$112K -2,249 -4%
Goldman Sachs
23
Goldman Sachs
New York
$2.53M -$331K -6,672 -12%
ACA
24
Atlas Capital Advisors
Wyoming
$2.49M +$591K +11,926 +32%
BFA
25
Beaumont Financial Advisors
Massachusetts
$2.24M +$2.19M +44,264 New

FIDU Hedge Fund Activity: Q4 2022 in Review

122 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q4 2022, worth a combined $222M — up 27% from $175M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FIDU positions and 11 closed out — a net gain of 19 holders — while 38 added to existing stakes and 33 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $5.94M. The largest seller was Ameriprise, cutting an estimated $1.67M.

  • 122 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q4 2022, up from 109 in Q3 2022.
  • Funds reported $222M of Fidelity MSCI Industrials Index ETF stock for Q4 2022, up 27% quarter-over-quarter.
  • 30 funds opened new Fidelity MSCI Industrials Index ETF positions in Q4 2022 and 11 closed out, a net change of +19 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q4 2022 was Commonwealth Equity Services, an estimated $5.94M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q4 2022 was Ameriprise, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2022.