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Fidelity MSCI Industrials Index ETF

181 hedge funds and large institutions have $479M invested in Fidelity MSCI Industrials Index ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

66% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 41

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more funds holding

Funds holding: 159181 (+22)

2% more capital invested

Capital invested by funds: $467M → $479M (+$11.4M)

0.77% less ownership

Funds ownership: 40.27%39.5% (-0.77%)

Holders
181
Holders Change
+22
Holders Change %
+13.84%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
40
Increased
68
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$108M +$3.3M +44,828 +3%
AWM
2
AE Wealth Management
Kansas
$58.8M +$6.71M +91,046 +12%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$49.9M +$1.88M +25,486 +4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$19.2M +$1.08M +14,635 +6%
Morgan Stanley
5
Morgan Stanley
New York
$19M +$3.22M +43,647 +19%
SA
6
Sanctuary Advisors
Indiana
$11.5M +$198K +2,691 +2%
LPL Financial
7
LPL Financial
California
$10.4M +$3.97M +53,813 +57%
FSC
8
Full Sail Capital
Oklahoma
$10.2M -$379K -5,147 -3%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$9.64M +$7.55M +102,458 +319%
AM
10
AGF Management
Ontario, Canada
$9.62M -$17M -231,301 -63%
BWM
11
Buska Wealth Management
Wisconsin
$9.21M +$1.05M +14,304 +12%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.45M -$145K -1,969 -2%
Ameriprise
13
Ameriprise
Minnesota
$7.08M +$155K +2,102 +2%
Bank of America
14
Bank of America
North Carolina
$6.38M +$182K +2,464 +3%
Stifel Financial
15
Stifel Financial
Missouri
$6.14M -$77.9K -1,057 -1%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.59M +$484K +6,561 +9%
Kovitz Investment Group Partners
17
Kovitz Investment Group Partners
Illinois
$4.95M -$136K -1,842 -3%
NA
18
NewEdge Advisors
Louisiana
$4.81M -$844K -11,445 -14%
YWM
19
Yoder Wealth Management
California
$4.45M +$417K +5,660 +10%
TCM
20
Traynor Capital Management
Pennsylvania
$4.24M -$347K -4,703 -7%
FFS
21
Fischer Financial Services
Pennsylvania
$4.17M +$4.37M +59,260 New
Fidelity Investments
22
Fidelity Investments
Massachusetts
$4.03M +$307K +4,164 +8%
Wells Fargo
23
Wells Fargo
California
$3.92M +$142K +1,929 +4%
KAS
24
Kestra Advisory Services
Texas
$3.72M +$792K +10,744 +26%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$3.55M +$3.27M +44,315 +713%

FIDU Hedge Fund Activity: Q4 2024 in Review

181 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q4 2024, worth a combined $479M — up 2.4% from $467M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FIDU positions and 16 closed out — a net gain of 24 holders — while 68 added to existing stakes and 41 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $7.55M. The largest seller was AGF Management, cutting an estimated $17M.

  • 181 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q4 2024, up from 159 in Q3 2024.
  • Funds reported $479M of Fidelity MSCI Industrials Index ETF stock for Q4 2024, up 2.4% quarter-over-quarter.
  • 40 funds opened new Fidelity MSCI Industrials Index ETF positions in Q4 2024 and 16 closed out, a net change of +24 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q4 2024 was Thrivent Financial for Lutherans, an estimated $7.55M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q4 2024 was AGF Management, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2024.