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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.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

13% more capital invested

Capital invested by funds: $346M → $392M (+$46.3M)

1% less funds holding

Funds holding: 144143 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1.69% less ownership

Funds ownership: 39.12%37.43% (-1.7%)

Holders
143
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.06%
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 Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$97.3M +$3.77M +59,781 +4%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$41.7M +$1.47M +23,297 +4%
AWM
3
AE Wealth Management
Kansas
$41.1M +$2.15M +34,074 +6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17.4M +$206K +3,259 +1%
Morgan Stanley
5
Morgan Stanley
New York
$13.5M -$6.62M -104,910 -34%
FSC
6
Full Sail Capital
Oklahoma
$10.7M -$80K -1,267 -0.8%
AM
7
AGF Management
Ontario, Canada
$9.98M +$5.47M +86,689 +143%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.31M -$706K -11,186 -8%
Ameriprise
9
Ameriprise
Minnesota
$7.03M -$103K -1,634 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.76M -$840K -13,314 -12%
Stifel Financial
11
Stifel Financial
Missouri
$6.48M -$10.2K -162 -0.2%
PCS
12
Personal CFO Solutions
New Jersey
$5.7M -$49.1K -778 -0.9%
NA
13
NewEdge Advisors
Louisiana
$5.61M +$520K +8,244 +11%
BWM
14
Buska Wealth Management
Wisconsin
$5.41M +$5.04M +79,773 New
ASN
15
Advisory Services Network
Georgia
$5.12M -$27.9K -442 -0.6%
Bank of America
16
Bank of America
North Carolina
$5.08M +$10.5K +167 +0.2%
LPL Financial
17
LPL Financial
California
$5.02M +$549K +8,697 +13%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.98M -$819K -12,971 -15%
CW
19
Connectus Wealth
Ohio
$4.87M +$1.97M +31,159 +77%
TCM
20
Traynor Capital Management
Pennsylvania
$4.32M +$106K +1,677 +3%
Wells Fargo
21
Wells Fargo
California
$3.78M -$59.1K -936 -2%
YWM
22
Yoder Wealth Management
California
$3.66M -$282K -4,460 -8%
ACA
23
Atlas Capital Advisors
Wyoming
$3.35M +$461K +7,307 +17%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$3.03M +$464K +7,344 +20%
JP Morgan Chase
25
JP Morgan Chase
New York
$2.92M -$18.6K -295 -0.7%

FIDU Hedge Fund Activity: Q1 2024 in Review

143 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2024, worth a combined $392M — up 13% from $346M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FIDU and 16 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 53 added.

The largest buyer was AGF Management, adding an estimated $5.47M. The largest seller was Morgan Stanley, cutting an estimated $6.62M.

  • 143 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2024, down from 144 in Q4 2023.
  • Funds reported $392M of Fidelity MSCI Industrials Index ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 16 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2024 and 17 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2024 was AGF Management, an estimated $5.47M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $6.62M sold.

Based on aggregated 13F filings for Q1 2024.