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Fidelity MSCI Industrials Index ETF
FIDU

Overview Fund Activity

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.

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
2.14%
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
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$23.8M
2
Lido Advisors
2
Lido Advisors
California
$75.4M
3
AWM
3
AE Wealth Management
Kansas
$22.2M
4
CW
4
Connectus Wealth
Ohio
$7.98M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.2M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$513K
2
AM
2
AGF Management
Ontario, Canada
$2.3M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$788K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.5M
5
Bank of America
5
Bank of America
North Carolina
$4.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
1
Lido Advisors
California
$75.4M 1,393,875 +131,386 +10%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$23.8M 439,298 +422,634 +2,536%
AWM
3
AE Wealth Management
Kansas
$22.2M 409,898 +77,691 +23%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.2M 262,594 +9,765 +4%
FSC
5
Full Sail Capital
Oklahoma
$9.22M 170,395 -4,932 -3%
CW
6
Connectus Wealth
Ohio
$7.98M 147,304 +61,825 +72%
Osaic Holdings
7
Osaic Holdings
Arizona
$7.97M 147,128 +6,491 +5%
Morgan Stanley
8
Morgan Stanley
New York
$7.13M 131,662 +32,052 +32%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.81M 125,880 -3,335 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.62M 122,315 -4,793 -4%
Stifel Financial
11
Stifel Financial
Missouri
$5.17M 95,454 -1,020 -1%
PCS
12
Personal CFO Solutions
New Jersey
$5.13M 94,839 -2,634 -3%
NA
13
NewEdge Advisors
Louisiana
$4.47M 82,621 +29,428 +55%
LPL Financial
14
LPL Financial
California
$4.33M 79,952 +4,427 +6%
Bank of America
15
Bank of America
North Carolina
$4.19M 77,329 -10,013 -11%
ASN
16
Advisory Services Network
Georgia
$3.78M 69,810 -322 -0.5%
BCI
17
Brinker Capital Investments
Pennsylvania
$3.7M 68,386 -2,613 -4%
OPS
18
Orion Portfolio Solutions
Nebraska
$3.7M 68,386 -2,613 -4%
TCM
19
Traynor Capital Management
Pennsylvania
$3.66M 67,535 +2,185 +3%
YWM
20
Yoder Wealth Management
California
$3.27M 60,493 -4,791 -7%
Citadel Advisors
21
Citadel Advisors
Florida
$3.2M 59,088 +59,088 New
BFA
22
Beaumont Financial Advisors
Massachusetts
$2.55M 47,192 -249 -0.5%
Wells Fargo
23
Wells Fargo
California
$2.42M 44,753 +3,656 +9%
AM
24
AGF Management
Ontario, Canada
$2.3M 42,522 -18,956 -31%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$2.29M 42,311 -41 -0.1%
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