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Fidelity MSCI Industrials Index ETF

159 hedge funds and large institutions have $467M invested in Fidelity MSCI Industrials Index ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

7% more funds holding

Funds holding: 149159 (+10)

4.29% less ownership

Funds ownership: 44.57%40.27% (-4.3%)

12% less capital invested

Capital invested by funds: $530M → $467M (-$62.4M)

Holders
159
Holders Change
+10
Holders Change %
+6.71%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
57
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$107M -$257K -3,769 -0.3%
AWM
2
AE Wealth Management
Kansas
$53.8M +$3.32M +48,802 +7%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$49.4M +$4.05M +59,572 +10%
AM
4
AGF Management
Ontario, Canada
$26.6M +$13.2M +193,938 +111%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$18.6M -$2.96M -43,477 -14%
Morgan Stanley
6
Morgan Stanley
New York
$16.4M +$944K +13,871 +7%
SA
7
Sanctuary Advisors
Indiana
$11.7M +$10.4M +152,542 New
FSC
8
Full Sail Capital
Oklahoma
$10.8M -$341K -5,014 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.81M -$36.2K -532 -0.4%
BWM
10
Buska Wealth Management
Wisconsin
$8.42M +$1.05M +15,478 +15%
Ameriprise
11
Ameriprise
Minnesota
$7.12M -$1.62M -23,756 -19%
LPL Financial
12
LPL Financial
California
$6.81M +$282K +4,147 +5%
Stifel Financial
13
Stifel Financial
Missouri
$6.38M +$2.52K +37 +0%
Bank of America
14
Bank of America
North Carolina
$6.37M +$419K +6,151 +7%
NA
15
NewEdge Advisors
Louisiana
$5.76M -$17.3K -254 -0.3%
PCS
16
Personal CFO Solutions
New Jersey
$5.6M -$355K -5,208 -6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.45M +$34.4K +505 +0.7%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.26M -$1.35M -19,896 -21%
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$5.21M -$40.4K -593 -0.8%
TCM
20
Traynor Capital Management
Pennsylvania
$4.69M +$190K +2,792 +4%
YWM
21
Yoder Wealth Management
California
$4.16M +$204K +3,000 +5%
ASN
22
Advisory Services Network
Georgia
$4.01M
Wells Fargo
23
Wells Fargo
California
$3.88M -$193K -2,841 -5%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$3.84M +$268K +3,933 +8%
ACA
25
Atlas Capital Advisors
Wyoming
$3.12M

FIDU Hedge Fund Activity: Q3 2024 in Review

159 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2024, worth a combined $467M — down 12% from $530M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FIDU positions and 11 closed out — a net gain of 11 holders — while 57 added to existing stakes and 39 trimmed.

The largest buyer was AGF Management, adding an estimated $13.2M. The largest seller was Charles Schwab, exiting entirely with an estimated $123M sold.

  • 159 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2024, up from 149 in Q2 2024.
  • Funds reported $467M of Fidelity MSCI Industrials Index ETF stock for Q3 2024, down 12% quarter-over-quarter.
  • 22 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2024 and 11 closed out, a net change of +11 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2024 was AGF Management, an estimated $13.2M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2024 was Charles Schwab, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2024.