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Fidelity MSCI Industrials Index ETF

192 hedge funds and large institutions have $597M invested in Fidelity MSCI Industrials Index ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

17% more capital invested

Capital invested by funds: $512M → $597M (+$84.6M)

13% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 56

8% more funds holding

Funds holding: 177192 (+15)

0.08% more ownership

Funds ownership: 41.98%42.06% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
192
Holders Change
+15
Holders Change %
+8.47%
% of All Funds
2.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
63
Reduced
56
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$132M +$8.96M +125,189 +8%
AWM
2
AE Wealth Management
Kansas
$72.5M +$746K +10,432 +1%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$68.4M +$9.17M +128,115 +17%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$25.4M +$3.81M +53,309 +19%
AM
5
AGF Management
Ontario, Canada
$22.3M +$304K +4,250 +1%
Morgan Stanley
6
Morgan Stanley
New York
$15.4M -$3.99M -55,695 -22%
LPL Financial
7
LPL Financial
California
$14.1M +$241K +3,368 +2%
SA
8
Sanctuary Advisors
Indiana
$12.7M +$263K +3,681 +2%
FSC
9
Full Sail Capital
Oklahoma
$11.4M +$610K +8,523 +6%
HighTower Advisors
10
HighTower Advisors
Illinois
$10.7M +$4.25M +59,466 +75%
Wells Fargo
11
Wells Fargo
California
$8.67M +$4.02M +56,174 +101%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.63M -$767K -10,718 -9%
Bank of America
13
Bank of America
North Carolina
$8.33M -$982K -13,731 -11%
Ameriprise
14
Ameriprise
Minnesota
$7.93M -$1.67M -23,390 -19%
Kovitz Investment Group Partners
15
Kovitz Investment Group Partners
Illinois
$7.66M +$4.94M +69,076 +232%
BWM
16
Buska Wealth Management
Wisconsin
$7.55M -$2.55M -35,570 -27%
NA
17
NewEdge Advisors
Louisiana
$7.04M -$147K -2,052 -2%
IFA
18
Independence Financial Advisors
New Hampshire
$6.51M -$306K -4,281 -5%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$5.96M -$1.08M -15,155 -16%
KAS
20
Kestra Advisory Services
Texas
$5.88M +$68.8K +961 +1%
Stifel Financial
21
Stifel Financial
Missouri
$5.46M +$8.8K +123 +0.2%
YWM
22
Yoder Wealth Management
California
$5.39M +$322K +4,498 +7%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$5.18M +$1.57M +21,898 +49%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$5.12M +$457K +6,391 +11%
TCM
25
Traynor Capital Management
Pennsylvania
$4.71M +$26.7K +373 +0.6%

FIDU Hedge Fund Activity: Q2 2025 in Review

192 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2025, worth a combined $597M — up 17% from $512M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FIDU positions and 18 closed out — a net gain of 16 holders — while 63 added to existing stakes and 56 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $9.17M. The largest seller was Goldman Sachs, exiting entirely with an estimated $5.22M sold.

  • 192 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2025, up from 177 in Q1 2025.
  • Funds reported $597M of Fidelity MSCI Industrials Index ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 34 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2025 and 18 closed out, a net change of +16 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2025 was Northwestern Mutual Wealth Management, an estimated $9.17M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2025 was Goldman Sachs, an estimated $5.22M sold.

Based on aggregated 13F filings for Q2 2025.