Fidelity MSCI Industrials Index ETF
FIDU
144 hedge funds and large institutions have $336M 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 13 closing their positions.
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
18% more capital invested
Capital invested by funds: $284M → $336M (+$52.3M)
8% more funds holding
Funds holding: 133 → 144 (+11)
1.49% more ownership
Funds ownership: 36.58% → 38.07% (+1.5%)
33% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 54
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$9.07M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$8.54M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.58M |
| 4 |
Goldman Sachs
New York
|
+$1.85M |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$5.98M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.21M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.92M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.82M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.43M |
FIDU Hedge Fund Activity: Q4 2023 in Review
144 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q4 2023, worth a combined $336M — up 18% from $284M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FIDU positions and 13 closed out — a net gain of 12 holders — while 36 added to existing stakes and 54 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $9.07M. The largest seller was Connectus Wealth, cutting an estimated $5.98M.
- 144 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q4 2023, up from 133 in Q3 2023.
- Funds reported $336M of Fidelity MSCI Industrials Index ETF stock for Q4 2023, up 18% quarter-over-quarter.
- 25 funds opened new Fidelity MSCI Industrials Index ETF positions in Q4 2023 and 13 closed out, a net change of +12 holders.
- The largest Fidelity MSCI Industrials Index ETF buyer in Q4 2023 was AE Wealth Management, an estimated $9.07M added.
- The largest Fidelity MSCI Industrials Index ETF seller in Q4 2023 was Connectus Wealth, an estimated $5.98M sold.
Based on aggregated 13F filings for Q4 2023.