Fidelity MSCI Industrials Index ETF
FIDU
23 hedge funds and large institutions have $68.5M invested in Fidelity MSCI Industrials Index ETF in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 4 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
5% more funds holding
Funds holding: 22 → 23 (+1)
4% more capital invested
Capital invested by funds: $66.1M → $68.5M (+$2.43M)
3.36% less ownership
Funds ownership: 47.84% → 44.48% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.59M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$2.13M |
| 3 |
Goldman Sachs
New York
|
+$2.11M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.15M |
| 5 |
Morgan Stanley
New York
|
+$779K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$5.24M |
| 2 |
Jane Street
New York
|
-$1.78M |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$1.34M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$652K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$95.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| – | -$6K | -202 | Closed |
|
FIDU Hedge Fund Activity: Q1 2015 in Review
23 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2015, worth a combined $68.5M — up 3.7% from $66.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FIDU positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $2.59M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $5.24M.
- 23 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2015, up from 22 in Q4 2014.
- Funds reported $68.5M of Fidelity MSCI Industrials Index ETF stock for Q1 2015, up 3.7% quarter-over-quarter.
- 5 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2015 and 4 closed out, a net change of +1 holder.
- The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2015 was LPL Financial, an estimated $2.59M added.
- The largest Fidelity MSCI Industrials Index ETF seller in Q1 2015 was Ladenburg Thalmann Financial Services, an estimated $5.24M sold.
Based on aggregated 13F filings for Q1 2015.