Fidelity MSCI Industrials Index ETF
FIDU
133 hedge funds and large institutions have $284M invested in Fidelity MSCI Industrials Index ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 14 closing their positions.
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
8% more capital invested
Capital invested by funds: $263M → $284M (+$21.3M)
4% more funds holding
Funds holding: 128 → 133 (+5)
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: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$24M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$7.47M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.42M |
| 4 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$3.51M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.42M |
| 2 |
AM
AGF Management
Toronto,
Ontario, Canada
|
-$1.08M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$772K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$709K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$569K |
FIDU Hedge Fund Activity: Q3 2023 in Review
133 of the 6,310 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: 20 funds opened new FIDU positions and 14 closed out — a net gain of 6 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.
- 133 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.
- 20 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2023 and 14 closed out, a net change of +6 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.