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Fidelity MSCI Industrials Index ETF

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.

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
42
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$62.1M 1,173,225 +52,696 +5%
AWM
2
AE Wealth Management
Kansas
$12.9M 244,206 +9,079 +4%
Osaic Holdings
3
Osaic Holdings
Arizona
$11.4M 214,684 +27,605 +15%
FSC
4
Full Sail Capital
Oklahoma
$9.32M 176,129 -967 -0.5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.49M 141,668 +5,950 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.83M 129,070 +12,633 +11%
Bank of America
7
Bank of America
North Carolina
$5.61M 106,117 +10,114 +11%
Wells Fargo
8
Wells Fargo
California
$5.27M 99,594 -5,138 -5%
PCS
9
Personal CFO Solutions
New Jersey
$5.14M 97,172 -2,083 -2%
Stifel Financial
10
Stifel Financial
Missouri
$5.09M 96,218 -1,705 -2%
Morgan Stanley
11
Morgan Stanley
New York
$4.43M 83,681 +5,715 +7%
BCI
12
Brinker Capital Investments
Pennsylvania
$3.81M 72,094 +21,010 +41%
OPS
13
Orion Portfolio Solutions
Nebraska
$3.81M 72,094 +65,181 +943%
CW
14
Connectus Wealth
Ohio
$3.69M 69,732 +49,494 +245%
ASN
15
Advisory Services Network
Georgia
$3.64M 68,907 +2,159 +3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.59M 67,951 +746 +1%
YWM
17
Yoder Wealth Management
California
$3.58M 67,754 +67,754 New
TCM
18
Traynor Capital Management
Pennsylvania
$3.4M 64,237 +6,377 +11%
Truist Financial
19
Truist Financial
North Carolina
$3.03M 57,273 +14,999 +35%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.82M 53,378 -1,662 -3%
LPL Financial
21
LPL Financial
California
$2.76M 52,124 -2,027 -4%
Goldman Sachs
22
Goldman Sachs
New York
$2.68M 50,604 +667 +1%
ACA
23
Atlas Capital Advisors
Wyoming
$2.51M 47,521 -1,584 -3%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$2.25M 42,588 -23,905 -36%
Citadel Advisors
25
Citadel Advisors
Florida
$2.21M 41,855 -45,205 -52%