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Fidelity MSCI Industrials Index ETF

177 hedge funds and large institutions have $512M invested in Fidelity MSCI Industrials Index ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 46 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 46

7% more capital invested

Capital invested by funds: $479M → $512M (+$33.2M)

2.48% more ownership

Funds ownership: 39.5%41.98% (+2.5%)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

2% less funds holding

Funds holding: 181177 (-4)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
73
Reduced
46
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$108M +$3.5M +49,035 +3%
AWM
2
AE Wealth Management
Kansas
$63.3M +$6.33M +88,534 +11%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$51.7M +$3.24M +45,301 +6%
AM
4
AGF Management
Ontario, Canada
$19.4M +$10.5M +146,875 +107%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$18.8M +$125K +1,749 +0.6%
Morgan Stanley
6
Morgan Stanley
New York
$17.4M -$1.14M -15,883 -6%
LPL Financial
7
LPL Financial
California
$12.2M +$2.16M +30,176 +20%
SA
8
Sanctuary Advisors
Indiana
$11M +$358K +5,005 +3%
FSC
9
Full Sail Capital
Oklahoma
$9.48M -$476K -6,663 -5%
BWM
10
Buska Wealth Management
Wisconsin
$9.11M +$144K +2,009 +2%
Ameriprise
11
Ameriprise
Minnesota
$8.6M +$1.78M +24,909 +25%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.35M +$132K +1,853 +2%
Bank of America
13
Bank of America
North Carolina
$8.3M +$2.17M +30,392 +33%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$6.52M -$3.05M -42,620 -32%
NA
15
NewEdge Advisors
Louisiana
$6.36M +$1.75M +24,468 +36%
IFA
16
Independence Financial Advisors
New Hampshire
$6.04M +$6.31M +88,231 New
HighTower Advisors
17
HighTower Advisors
Illinois
$5.4M +$4.21M +58,917 +295%
Goldman Sachs
18
Goldman Sachs
New York
$5.22M +$5.45M +76,258 New
KAS
19
Kestra Advisory Services
Texas
$5.13M +$1.58M +22,078 +42%
MML Investors Services
20
MML Investors Services
Massachusetts
$4.83M +$4.18M +58,530 +488%
Stifel Financial
21
Stifel Financial
Missouri
$4.82M -$1.21M -16,997 -19%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.74M -$739K -10,339 -13%
YWM
23
Yoder Wealth Management
California
$4.46M +$130K +1,825 +3%
TCM
24
Traynor Capital Management
Pennsylvania
$4.11M -$18.7K -261 -0.4%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$4.09M +$165K +2,313 +4%

FIDU Hedge Fund Activity: Q1 2025 in Review

177 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2025, worth a combined $512M — up 6.9% from $479M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FIDU and 25 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 73 added.

The largest buyer was AGF Management, adding an estimated $10.5M. The largest seller was GGM Wealth Advisors, exiting entirely with an estimated $3.26M sold.

  • 177 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2025, down from 181 in Q4 2024.
  • Funds reported $512M of Fidelity MSCI Industrials Index ETF stock for Q1 2025, up 6.9% quarter-over-quarter.
  • 25 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2025 and 26 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2025 was AGF Management, an estimated $10.5M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2025 was GGM Wealth Advisors, an estimated $3.26M sold.

Based on aggregated 13F filings for Q1 2025.