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Fidelity MSCI Industrials Index ETF

128 hedge funds and large institutions have $263M invested in Fidelity MSCI Industrials Index ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

17% more capital invested

Capital invested by funds: $224M → $263M (+$38.4M)

3% more funds holding

Funds holding: 124128 (+4)

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

0.61% more ownership

Funds ownership: 33.47%34.08% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
41
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$71.8M +$4.73M +89,264 +8%
AWM
2
AE Wealth Management
Kansas
$18.9M +$4.66M +88,001 +36%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$14.4M -$834K -15,748 -6%
FSC
4
Full Sail Capital
Oklahoma
$9.97M -$42.5K -802 -0.5%
Osaic Holdings
5
Osaic Holdings
Arizona
$8M -$3.92M -74,047 -34%
BCI
6
Brinker Capital Investments
Pennsylvania
$7.51M -$58K -1,095 -2%
OPS
7
Orion Portfolio Solutions
Nebraska
$7.51M -$58K -1,095 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.35M -$660K -12,453 -9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.23M -$104K -1,962 -2%
Morgan Stanley
10
Morgan Stanley
New York
$5.66M +$844K +15,929 +19%
PCS
11
Personal CFO Solutions
New Jersey
$5.54M +$15.9K +301 +0.3%
Stifel Financial
12
Stifel Financial
Missouri
$5.49M +$13.6K +256 +0.3%
Bank of America
13
Bank of America
North Carolina
$4.97M -$995K -18,775 -18%
CW
14
Connectus Wealth
Ohio
$4.87M +$834K +15,747 +23%
LPL Financial
15
LPL Financial
California
$4.3M +$1.24M +23,401 +45%
ASN
16
Advisory Services Network
Georgia
$3.99M +$64.9K +1,225 +2%
TCM
17
Traynor Capital Management
Pennsylvania
$3.72M +$59K +1,113 +2%
YWM
18
Yoder Wealth Management
California
$3.71M -$131K -2,470 -4%
AM
19
AGF Management
Ontario, Canada
$3.5M +$1.14M +21,571 +54%
NA
20
NewEdge Advisors
Louisiana
$3.03M +$1.46M +27,604 +108%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.96M -$69.1K -1,304 -2%
BFA
22
Beaumont Financial Advisors
Massachusetts
$2.7M +$470K +8,867 +23%
Truist Financial
23
Truist Financial
North Carolina
$2.43M -$771K -14,560 -25%
ACA
24
Atlas Capital Advisors
Wyoming
$2.41M -$269K -5,085 -11%
JP Morgan Chase
25
JP Morgan Chase
New York
$2.41M -$12.5K -236 -0.6%

FIDU Hedge Fund Activity: Q2 2023 in Review

128 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2023, worth a combined $263M — up 17% from $224M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FIDU positions and 11 closed out — a net gain of 7 holders — while 41 added to existing stakes and 38 trimmed.

The largest buyer was Lido Advisors, adding an estimated $4.73M. The largest seller was Osaic Holdings, cutting an estimated $3.92M.

  • 128 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2023, up from 124 in Q1 2023.
  • Funds reported $263M of Fidelity MSCI Industrials Index ETF stock for Q2 2023, up 17% quarter-over-quarter.
  • 18 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2023 and 11 closed out, a net change of +7 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2023 was Lido Advisors, an estimated $4.73M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2023 was Osaic Holdings, an estimated $3.92M sold.

Based on aggregated 13F filings for Q2 2023.