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Fidelity MSCI Industrials Index ETF

200 hedge funds and large institutions have $652M invested in Fidelity MSCI Industrials Index ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 55 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

45% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 55

9% more capital invested

Capital invested by funds: $597M → $652M (+$55M)

4% more funds holding

Funds holding: 192200 (+8)

0.46% more ownership

Funds ownership: 42.06%42.52% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
200
Holders Change
+8
Holders Change %
+4.17%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
80
Reduced
55
Closed
7
Calls
$205K
Puts
Net Calls
+$205K
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$142M +$2.57M +32,118 +2%
AWM
2
AE Wealth Management
Kansas
$86.2M +$9.38M +117,011 +13%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$74.6M +$2.22M +27,659 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$33.2M +$6.18M +77,068 +24%
LPL Financial
5
LPL Financial
California
$20.6M +$5.56M +69,398 +38%
Morgan Stanley
6
Morgan Stanley
New York
$17.4M +$1.05M +13,044 +7%
SA
7
Sanctuary Advisors
Indiana
$14.1M +$653K +8,149 +5%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$13.2M +$12.7M +158,598 +5,801%
AM
9
AGF Management
Ontario, Canada
$11.8M -$11.5M -143,718 -50%
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$11.5M +$3.37M +41,981 +42%
FSC
11
Full Sail Capital
Oklahoma
$11M -$1.04M -13,027 -9%
IFA
12
Independence Financial Advisors
New Hampshire
$10.9M +$3.91M +48,777 +58%
Wells Fargo
13
Wells Fargo
California
$10M +$835K +10,413 +9%
NA
14
NewEdge Advisors
Louisiana
$9.21M +$1.74M +21,655 +24%
Bank of America
15
Bank of America
North Carolina
$9.14M +$333K +4,160 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8.02M -$1.08M -13,431 -12%
Ameriprise
17
Ameriprise
Minnesota
$7.73M -$636K -7,928 -8%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$7.3M +$985K +12,288 +16%
BWM
19
Buska Wealth Management
Wisconsin
$6.56M -$1.4M -17,412 -18%
KAS
20
Kestra Advisory Services
Texas
$6.34M +$120K +1,491 +2%
YWM
21
Yoder Wealth Management
California
$5.9M +$200K +2,492 +4%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$5.84M +$419K +5,229 +8%
Stifel Financial
23
Stifel Financial
Missouri
$5.65M -$115K -1,440 -2%
LA
24
Lifeworks Advisors
Michigan
$5.17M +$1.34M +16,716 +36%
TCM
25
Traynor Capital Management
Pennsylvania
$4.99M +$38K +474 +0.8%

FIDU Hedge Fund Activity: Q3 2025 in Review

200 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2025, worth a combined $652M — up 9.2% from $597M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FIDU positions and 7 closed out — a net gain of 13 holders — while 80 added to existing stakes and 55 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $12.7M. The largest seller was AGF Management, cutting an estimated $11.5M.

  • 200 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2025, up from 192 in Q2 2025.
  • Funds reported $652M of Fidelity MSCI Industrials Index ETF stock for Q3 2025, up 9.2% quarter-over-quarter.
  • 20 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2025 and 7 closed out, a net change of +13 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $12.7M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2025 was AGF Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2025.