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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.

Holders
159
Holders Change
+10
Holders Change %
+6.71%
% of All Funds
2.3%
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 Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$107M 1,485,415 -3,769 -0.3%
AWM
2
AE Wealth Management
Kansas
$53.8M 744,776 +48,802 +7%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$49.4M 683,913 +59,572 +10%
AM
4
AGF Management
Ontario, Canada
$26.6M 368,087 +193,938 +111%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$18.6M 258,178 -43,477 -14%
Morgan Stanley
6
Morgan Stanley
New York
$16.4M 226,846 +13,871 +7%
SA
7
Sanctuary Advisors
Indiana
$11.7M 152,542 +152,542 New
FSC
8
Full Sail Capital
Oklahoma
$10.8M 150,237 -5,014 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.81M 122,119 -532 -0.4%
BWM
10
Buska Wealth Management
Wisconsin
$8.42M 116,684 +15,478 +15%
Ameriprise
11
Ameriprise
Minnesota
$7.12M 98,591 -23,756 -19%
LPL Financial
12
LPL Financial
California
$6.81M 94,355 +4,147 +5%
Stifel Financial
13
Stifel Financial
Missouri
$6.38M 88,382 +37 +0%
Bank of America
14
Bank of America
North Carolina
$6.37M 88,319 +6,151 +7%
NA
15
NewEdge Advisors
Louisiana
$5.76M 79,822 -254 -0.3%
PCS
16
Personal CFO Solutions
New Jersey
$5.6M 77,658 -5,208 -6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.45M 75,521 +505 +0.7%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.26M 72,744 -19,896 -21%
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$5.21M 71,997 -593 -0.8%
TCM
20
Traynor Capital Management
Pennsylvania
$4.69M 65,018 +2,792 +4%
YWM
21
Yoder Wealth Management
California
$4.16M 57,581 +3,000 +5%
ASN
22
Advisory Services Network
Georgia
$4.01M 61,400
Wells Fargo
23
Wells Fargo
California
$3.88M 53,819 -2,841 -5%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$3.84M 53,190 +3,933 +8%
ACA
25
Atlas Capital Advisors
Wyoming
$3.12M 43,168