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Fidelity MSCI Industrials Index ETF

134 hedge funds and large institutions have $284M invested in Fidelity MSCI Industrials Index ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

8% more capital invested

Capital invested by funds: $263M → $284M (+$21.3M)

5% more funds holding

Funds holding: 128134 (+6)

2.5% more ownership

Funds ownership: 34.08%36.58% (+2.5%)

8% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
43
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$75.4M +$7.47M +131,386 +10%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$23.8M +$24M +422,634 +2,536%
AWM
3
AE Wealth Management
Kansas
$22.2M +$4.42M +77,691 +23%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.2M +$555K +9,765 +4%
FSC
5
Full Sail Capital
Oklahoma
$9.22M -$280K -4,932 -3%
CW
6
Connectus Wealth
Ohio
$7.98M +$3.51M +61,825 +72%
Osaic Holdings
7
Osaic Holdings
Arizona
$7.97M +$369K +6,491 +5%
Morgan Stanley
8
Morgan Stanley
New York
$7.13M +$1.82M +32,052 +32%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.81M -$190K -3,335 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.62M -$272K -4,793 -4%
Stifel Financial
11
Stifel Financial
Missouri
$5.17M -$58K -1,020 -1%
PCS
12
Personal CFO Solutions
New Jersey
$5.13M -$150K -2,634 -3%
NA
13
NewEdge Advisors
Louisiana
$4.47M +$1.67M +29,428 +55%
LPL Financial
14
LPL Financial
California
$4.33M +$252K +4,427 +6%
Bank of America
15
Bank of America
North Carolina
$4.19M -$569K -10,013 -11%
ASN
16
Advisory Services Network
Georgia
$3.78M -$18.3K -322 -0.5%
BCI
17
Brinker Capital Investments
Pennsylvania
$3.7M -$149K -2,613 -4%
OPS
18
Orion Portfolio Solutions
Nebraska
$3.7M -$149K -2,613 -4%
TCM
19
Traynor Capital Management
Pennsylvania
$3.66M +$124K +2,185 +3%
YWM
20
Yoder Wealth Management
California
$3.27M -$272K -4,791 -7%
Citadel Advisors
21
Citadel Advisors
Florida
$3.2M +$3.36M +59,088 New
BFA
22
Beaumont Financial Advisors
Massachusetts
$2.55M -$14.2K -249 -0.5%
Wells Fargo
23
Wells Fargo
California
$2.42M +$208K +3,656 +9%
AM
24
AGF Management
Ontario, Canada
$2.3M -$1.08M -18,956 -31%
JP Morgan Chase
25
JP Morgan Chase
New York
$2.29M -$2.33K -41 -0.1%

FIDU Hedge Fund Activity: Q3 2023 in Review

134 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2023, worth a combined $284M — up 8.1% from $263M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FIDU positions and 14 closed out — a net gain of 7 holders — while 43 added to existing stakes and 40 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $24M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.42M.

  • 134 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2023, up from 128 in Q2 2023.
  • Funds reported $284M of Fidelity MSCI Industrials Index ETF stock for Q3 2023, up 8.1% quarter-over-quarter.
  • 21 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2023 and 14 closed out, a net change of +7 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $24M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $2.42M sold.

Based on aggregated 13F filings for Q3 2023.