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Fidelity MSCI Industrials Index ETF

144 hedge funds and large institutions have $346M invested in Fidelity MSCI Industrials Index ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 54 reducing their positions, and 14 closing their positions.

Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
36
Reduced
54
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$84.2M 1,375,127 -18,748 -1%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$36.2M 591,822 +152,524 +35%
AWM
3
AE Wealth Management
Kansas
$34.7M 571,795 +161,897 +39%
Morgan Stanley
4
Morgan Stanley
New York
$18.6M 304,424 +172,762 +131%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15.5M 253,569 -9,025 -3%
FSC
6
Full Sail Capital
Oklahoma
$9.71M 158,553 -11,842 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.19M 133,754 +11,439 +9%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.92M 112,912 -34,216 -23%
Ameriprise
9
Ameriprise
Minnesota
$6.45M 105,341 +99,559 +1,722%
Stifel Financial
10
Stifel Financial
Missouri
$5.86M 95,781 +327 +0.3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.29M 86,426 -39,454 -31%
PCS
12
Personal CFO Solutions
New Jersey
$5.19M 84,783 -10,056 -11%
ASN
13
Advisory Services Network
Georgia
$4.65M 76,010 +6,200 +9%
Bank of America
14
Bank of America
North Carolina
$4.58M 74,783 -2,546 -3%
NA
15
NewEdge Advisors
Louisiana
$4.57M 74,559 -8,062 -10%
LPL Financial
16
LPL Financial
California
$4M 65,394 -14,558 -18%
TCM
17
Traynor Capital Management
Pennsylvania
$3.8M 62,030 -5,505 -8%
AM
18
AGF Management
Ontario, Canada
$3.7M 60,430 +17,908 +42%
YWM
19
Yoder Wealth Management
California
$3.58M 58,502 -1,991 -3%
Wells Fargo
20
Wells Fargo
California
$3.47M 56,621 +11,868 +27%
Goldman Sachs
21
Goldman Sachs
New York
$2.85M 46,592 +33,023 +243%
VWM
22
VCI Wealth Management
Missouri
$2.82M 46,064 +46,064 New
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$2.66M 43,414 +1,103 +3%
BCI
24
Brinker Capital Investments
Pennsylvania
$2.65M 44,096 -24,290 -36%
OPS
25
Orion Portfolio Solutions
Nebraska
$2.65M 44,096 -24,290 -36%