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Fidelity MSCI Industrials Index ETF
FIDU

Overview Fund Activity

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.

Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
2.02%
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
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$71.8M
2
AWM
2
AE Wealth Management
Kansas
$18.9M
3
USCWA
3
U.S. Capital Wealth Advisors
Texas
$1.76M
4
NA
4
NewEdge Advisors
Louisiana
$3.03M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.34M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$8M
2
Wells Fargo
2
Wells Fargo
California
$2.34M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$772K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.29M
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
1
Lido Advisors
California
$71.8M 1,262,489 +89,264 +8%
AWM
2
AE Wealth Management
Kansas
$18.9M 332,207 +88,001 +36%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$14.4M 252,829 -15,748 -6%
FSC
4
Full Sail Capital
Oklahoma
$9.97M 175,327 -802 -0.5%
Osaic Holdings
5
Osaic Holdings
Arizona
$8M 140,637 -74,047 -34%
BCI
6
Brinker Capital Investments
Pennsylvania
$7.51M 70,999 -1,095 -2%
OPS
7
Orion Portfolio Solutions
Nebraska
$7.51M 70,999 -1,095 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.35M 129,215 -12,453 -9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.23M 127,108 -1,962 -2%
Morgan Stanley
10
Morgan Stanley
New York
$5.66M 99,610 +15,929 +19%
PCS
11
Personal CFO Solutions
New Jersey
$5.54M 97,473 +301 +0.3%
Stifel Financial
12
Stifel Financial
Missouri
$5.49M 96,474 +256 +0.3%
Bank of America
13
Bank of America
North Carolina
$4.97M 87,342 -18,775 -18%
CW
14
Connectus Wealth
Ohio
$4.87M 85,479 +15,747 +23%
LPL Financial
15
LPL Financial
California
$4.3M 75,525 +23,401 +45%
ASN
16
Advisory Services Network
Georgia
$3.99M 70,132 +1,225 +2%
TCM
17
Traynor Capital Management
Pennsylvania
$3.72M 65,350 +1,113 +2%
YWM
18
Yoder Wealth Management
California
$3.71M 65,284 -2,470 -4%
AM
19
AGF Management
Ontario, Canada
$3.5M 61,478 +21,571 +54%
NA
20
NewEdge Advisors
Louisiana
$3.03M 53,193 +27,604 +108%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.96M 52,074 -1,304 -2%
BFA
22
Beaumont Financial Advisors
Massachusetts
$2.7M 47,441 +8,867 +23%
Truist Financial
23
Truist Financial
North Carolina
$2.43M 42,713 -14,560 -25%
ACA
24
Atlas Capital Advisors
Wyoming
$2.41M 42,436 -5,085 -11%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$2.41M 42,352 -236 -0.6%
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