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Fidelity MSCI Industrials Index ETF

206 hedge funds and large institutions have $710M invested in Fidelity MSCI Industrials Index ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

36% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 56

9% more capital invested

Capital invested by funds: $652M → $710M (+$58.5M)

4.28% more ownership

Funds ownership: 42.52%46.81% (+4.3%)

3% more funds holding

Funds holding: 200206 (+6)

Holders
206
Holders Change
+6
Holders Change %
+3%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
76
Reduced
56
Closed
16
Calls
$313K
Puts
Net Calls
+$313K
Net Calls Change
+$108K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$142M +$148K +1,801 +0.1%
AWM
2
AE Wealth Management
Kansas
$108M +$21M +255,717 +24%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$69M -$6.03M -73,419 -8%
AM
4
AGF Management
Ontario, Canada
$41.2M +$29.1M +354,810 +246%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$32.7M -$680K -8,284 -2%
LPL Financial
6
LPL Financial
California
$18.2M -$2.53M -30,832 -12%
Morgan Stanley
7
Morgan Stanley
New York
$17.2M -$237K -2,888 -1%
BA
8
Bellwether Advisors
Nebraska
$15.9M +$15.8M +192,749 New
SA
9
Sanctuary Advisors
Indiana
$14.3M +$152K +1,851 +1%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$11.4M -$1.87M -22,792 -14%
IFA
11
Independence Financial Advisors
New Hampshire
$11.3M +$326K +3,976 +3%
Wells Fargo
12
Wells Fargo
California
$10.8M +$729K +8,881 +7%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$10.7M -$890K -10,847 -8%
Bank of America
14
Bank of America
North Carolina
$10.3M +$1.13M +13,711 +12%
LA
15
Lifeworks Advisors
Michigan
$9.23M +$4M +48,789 +77%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$8.53M +$1.15M +14,025 +16%
Ameriprise
17
Ameriprise
Minnesota
$8M +$217K +2,649 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7.99M -$80.8K -984 -1%
NA
19
NewEdge Advisors
Louisiana
$7.15M -$2.11M -25,729 -23%
KAS
20
Kestra Advisory Services
Texas
$7.02M +$639K +7,781 +10%
YWM
21
Yoder Wealth Management
California
$6.16M +$212K +2,578 +4%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$6.04M +$161K +1,956 +3%
Stifel Financial
23
Stifel Financial
Missouri
$5.86M +$169K +2,059 +3%
Osaic Holdings
24
Osaic Holdings
Arizona
$5.28M +$264K +3,212 +5%
TCM
25
Traynor Capital Management
Pennsylvania
$5.06M +$36K +439 +0.7%