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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.

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
2.17%
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 Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$123M 1,885,060 +1,885,060 New
Lido Advisors
2
Lido Advisors
California
$97.3M 1,489,184 +54,276 +4%
AWM
3
AE Wealth Management
Kansas
$45.5M 695,974 +90,105 +15%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$40.8M 624,341 +9,222 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.7M 301,655 +44,827 +17%
VC
6
Vicus Capital
Pennsylvania
$14.4M 220,168 +220,168 New
Morgan Stanley
7
Morgan Stanley
New York
$13.9M 212,975 +13,461 +7%
AM
8
AGF Management
Ontario, Canada
$11.4M 174,149 +27,030 +18%
FSC
9
Full Sail Capital
Oklahoma
$10.1M 155,251 -2,035 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.02M 122,651 +83 +0.1%
Ameriprise
11
Ameriprise
Minnesota
$8M 122,347 +18,640 +18%
BWM
12
Buska Wealth Management
Wisconsin
$6.62M 101,206 +21,433 +27%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.07M 92,640 -6,958 -7%
LPL Financial
14
LPL Financial
California
$5.9M 90,208 +16,117 +22%
Stifel Financial
15
Stifel Financial
Missouri
$5.78M 88,345 -7,274 -8%
PCS
16
Personal CFO Solutions
New Jersey
$5.42M 82,866 -1,139 -1%
Bank of America
17
Bank of America
North Carolina
$5.37M 82,168 +7,218 +10%
NA
18
NewEdge Advisors
Louisiana
$5.23M 80,076 -2,727 -3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.9M 75,016 +1,561 +2%
Kovitz Investment Group Partners
20
Kovitz Investment Group Partners
Illinois
$4.76M 72,590 +72,590 New
TCM
21
Traynor Capital Management
Pennsylvania
$4.07M 62,226 -1,481 -2%
ASN
22
Advisory Services Network
Georgia
$4.01M 61,400 -14,168 -19%
Wells Fargo
23
Wells Fargo
California
$3.7M 56,660 +975 +2%
YWM
24
Yoder Wealth Management
California
$3.57M 54,581 +539 +1%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$3.22M 49,257 +4,529 +10%