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Fidelity MSCI Industrials Index ETF

149 hedge funds and large institutions have $530M invested in Fidelity MSCI Industrials Index ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

35% more capital invested

Capital invested by funds: $392M → $530M (+$138M)

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

7.13% more ownership

Funds ownership: 37.43%44.57% (+7.1%)

4% more funds holding

Funds holding: 143149 (+6)

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
49
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$123M +$125M +1,885,060 New
Lido Advisors
2
Lido Advisors
California
$97.3M +$3.59M +54,276 +4%
AWM
3
AE Wealth Management
Kansas
$45.5M +$5.96M +90,105 +15%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$40.8M +$610K +9,222 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.7M +$2.96M +44,827 +17%
VC
6
Vicus Capital
Pennsylvania
$14.4M +$14.6M +220,168 New
Morgan Stanley
7
Morgan Stanley
New York
$13.9M +$890K +13,461 +7%
AM
8
AGF Management
Ontario, Canada
$11.4M +$1.79M +27,030 +18%
FSC
9
Full Sail Capital
Oklahoma
$10.1M -$135K -2,035 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.02M +$5.49K +83 +0.1%
Ameriprise
11
Ameriprise
Minnesota
$8M +$1.23M +18,640 +18%
BWM
12
Buska Wealth Management
Wisconsin
$6.62M +$1.42M +21,433 +27%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.07M -$460K -6,958 -7%
LPL Financial
14
LPL Financial
California
$5.9M +$1.07M +16,117 +22%
Stifel Financial
15
Stifel Financial
Missouri
$5.78M -$481K -7,274 -8%
PCS
16
Personal CFO Solutions
New Jersey
$5.42M -$75.3K -1,139 -1%
Bank of America
17
Bank of America
North Carolina
$5.37M +$477K +7,218 +10%
NA
18
NewEdge Advisors
Louisiana
$5.23M -$180K -2,727 -3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.9M +$103K +1,561 +2%
Kovitz Investment Group Partners
20
Kovitz Investment Group Partners
Illinois
$4.76M +$4.8M +72,590 New
TCM
21
Traynor Capital Management
Pennsylvania
$4.07M -$97.9K -1,481 -2%
ASN
22
Advisory Services Network
Georgia
$4.01M -$937K -14,168 -19%
Wells Fargo
23
Wells Fargo
California
$3.7M +$64.5K +975 +2%
YWM
24
Yoder Wealth Management
California
$3.57M +$35.6K +539 +1%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$3.22M +$300K +4,529 +10%

FIDU Hedge Fund Activity: Q2 2024 in Review

149 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2024, worth a combined $530M — up 35% from $392M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FIDU positions and 14 closed out — a net gain of 8 holders — while 49 added to existing stakes and 39 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $125M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.44M sold.

  • 149 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2024, up from 143 in Q1 2024.
  • Funds reported $530M of Fidelity MSCI Industrials Index ETF stock for Q2 2024, up 35% quarter-over-quarter.
  • 22 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2024 and 14 closed out, a net change of +8 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2024 was Charles Schwab, an estimated $125M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2024 was Goldman Sachs, an estimated $2.44M sold.

Based on aggregated 13F filings for Q2 2024.