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Fidelity MSCI Industrials Index ETF

143 hedge funds and large institutions have $392M invested in Fidelity MSCI Industrials Index ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 17 closing their positions.

Holders
143
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
53
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$97.3M 1,434,908 +59,781 +4%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$41.7M 615,119 +23,297 +4%
AWM
3
AE Wealth Management
Kansas
$41.1M 605,869 +34,074 +6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17.4M 256,828 +3,259 +1%
Morgan Stanley
5
Morgan Stanley
New York
$13.5M 199,514 -104,910 -34%
FSC
6
Full Sail Capital
Oklahoma
$10.7M 157,286 -1,267 -0.8%
AM
7
AGF Management
Ontario, Canada
$9.98M 147,119 +86,689 +143%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.31M 122,568 -11,186 -8%
Ameriprise
9
Ameriprise
Minnesota
$7.03M 103,707 -1,634 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.76M 99,598 -13,314 -12%
Stifel Financial
11
Stifel Financial
Missouri
$6.48M 95,619 -162 -0.2%
PCS
12
Personal CFO Solutions
New Jersey
$5.7M 84,005 -778 -0.9%
NA
13
NewEdge Advisors
Louisiana
$5.61M 82,803 +8,244 +11%
BWM
14
Buska Wealth Management
Wisconsin
$5.41M 79,773 +79,773 New
ASN
15
Advisory Services Network
Georgia
$5.12M 75,568 -442 -0.6%
Bank of America
16
Bank of America
North Carolina
$5.08M 74,950 +167 +0.2%
LPL Financial
17
LPL Financial
California
$5.02M 74,091 +8,697 +13%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.98M 73,455 -12,971 -15%
CW
19
Connectus Wealth
Ohio
$4.87M 71,651 +31,159 +77%
TCM
20
Traynor Capital Management
Pennsylvania
$4.32M 63,707 +1,677 +3%
Wells Fargo
21
Wells Fargo
California
$3.78M 55,685 -936 -2%
YWM
22
Yoder Wealth Management
California
$3.66M 54,042 -4,460 -8%
ACA
23
Atlas Capital Advisors
Wyoming
$3.35M 49,392 +7,307 +17%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$3.03M 44,728 +7,344 +20%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$2.92M 43,119 -295 -0.7%