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Fidelity MSCI Industrials Index ETF

220 hedge funds and large institutions have $752M invested in Fidelity MSCI Industrials Index ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

12% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 69

7% more funds holding

Funds holding: 206220 (+14)

6% more capital invested

Capital invested by funds: $710M → $752M (+$42.1M)

6.19% less ownership

Funds ownership: 46.81%40.61% (-6.2%)

27% less call options, than puts

Call options by funds: $69K | Put options by funds: $95K

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
220
Holders Change
+14
Holders Change %
+6.8%
% of All Funds
2.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
34
Increased
77
Reduced
69
Closed
15
Calls
$69K
Puts
$95K
Net Calls
-$26K
Net Calls Change
-$339K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$150M -$33.4K -371 -0%
AWM
2
AE Wealth Management
Kansas
$112M -$866K -9,631 -0.7%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$77M +$4.74M +52,655 +6%
AM
4
AGF Management
Ontario, Canada
$43.4M +$245K +2,726 +0.5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$33.7M -$679K -7,545 -2%
LPL Financial
6
LPL Financial
California
$23.8M +$4.93M +54,837 +25%
Morgan Stanley
7
Morgan Stanley
New York
$18.5M +$437K +4,854 +2%
SA
8
Sanctuary Advisors
Indiana
$15.8M +$751K +8,351 +5%
Bank of America
9
Bank of America
North Carolina
$12.3M +$1.53M +16,992 +14%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$11.4M -$635K -7,065 -5%
IFA
11
Independence Financial Advisors
New Hampshire
$11.3M -$575K -6,390 -5%
Wells Fargo
12
Wells Fargo
California
$11.2M -$112K -1,248 -1%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$11M +$2.17M +24,134 +23%
LA
14
Lifeworks Advisors
Michigan
$9.72M +$34.4K +382 +0.3%
KAS
15
Kestra Advisory Services
Texas
$9.08M +$1.78M +19,785 +23%
KPWS
16
Kestra Private Wealth Services
Texas
$8.29M +$5.59M +62,098 +184%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.02M -$379K -4,210 -4%
Ameriprise
18
Ameriprise
Minnesota
$7.39M -$700K -7,788 -8%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$7M +$693K +7,706 +11%
YWM
20
Yoder Wealth Management
California
$6.59M +$137K +1,525 +2%
Stifel Financial
21
Stifel Financial
Missouri
$6.29M +$145K +1,610 +2%
NA
22
NewEdge Advisors
Louisiana
$5.8M -$1.77M -19,728 -23%
TCM
23
Traynor Capital Management
Pennsylvania
$5.27M +$147K +1,639 +3%
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$5.19M -$6.29M -69,981 -54%
FFS
25
Fischer Financial Services
Pennsylvania
$5.11M -$6.39K -71 -0.1%