Fidelity MSCI Industrials Index ETF
FIDU
124 hedge funds and large institutions have $224M invested in Fidelity MSCI Industrials Index ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 14 closing their positions.
21% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 14
20% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 35
1.65% more ownership
Funds ownership: 31.82% → 33.47% (+1.6%)
2% more funds holding
Funds holding: 122 → 124 (+2)
1% more capital invested
Capital invested by funds: $222M → $224M (+$2.44M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$3.43M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$2.77M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$2.61M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
+$1.53M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$3.2M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.66M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.38M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.67M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.59M |
FIDU Hedge Fund Activity: Q1 2023 in Review
124 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2023, worth a combined $224M — up 1.1% from $222M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FIDU positions and 14 closed out — a net gain of 3 holders — while 42 added to existing stakes and 35 trimmed.
The largest buyer was Orion Portfolio Solutions, adding an estimated $3.43M. The largest seller was Win Advisors, exiting entirely with an estimated $3.2M sold.
- 124 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2023, up from 122 in Q4 2022.
- Funds reported $224M of Fidelity MSCI Industrials Index ETF stock for Q1 2023, up 1.1% quarter-over-quarter.
- 17 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2023 and 14 closed out, a net change of +3 holders.
- The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2023 was Orion Portfolio Solutions, an estimated $3.43M added.
- The largest Fidelity MSCI Industrials Index ETF seller in Q1 2023 was Win Advisors, an estimated $3.2M sold.
Based on aggregated 13F filings for Q1 2023.