Fidelity MSCI Industrials Index ETF
FIDU
31 hedge funds and large institutions have $85.3M invested in Fidelity MSCI Industrials Index ETF in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 9 closing their positions.
106% more capital invested
Capital invested by funds: $41.3M → $85.3M (+$44M)
34.86% more ownership
Funds ownership: 27.63% → 62.5% (+35%)
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
11% less funds holding
Funds holding: 35 → 31 (-4)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.5M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$16.7M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$5.85M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$985K |
| 5 |
ACM
Argentus Capital Management
Dallas,
Texas
|
+$779K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2.98M |
| 2 |
SG Americas Securities
New York
|
-$2.23M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.95M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.78M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $65K | -$125K | -4,738 | -67% |
|
|
KF
27
Krilogy Financial
St. Louis,
Missouri
| $45K | +$41.8K | +1,588 | New |
|
28
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $18K | +$53 | +2 | +0.3% |
|
29
Citigroup
New York
| $3K | +$2.63K | +100 | New |
|
30
Creative Planning
Overland Park,
Kansas
| $1K | +$1.03K | +39 | New |
|
|
31
Citadel Advisors
Miami,
Florida
| – | -$1.78M | -65,404 | Closed |
|
|
SPC
32
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$1.6M | -58,941 | Closed |
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$588K | -21,608 | Closed |
|
|
SAM
34
Shamrock Asset Management
Dallas,
Texas
| – | -$374K | -13,752 | Closed |
|
|
AIA
35
Allegis Investment Advisors
Idaho Falls,
Idaho
| – | -$101K | -3,725 | Closed |
|
|
TRCT
36
Tower Research Capital (TRC)
New York
| – | -$40K | -1,486 | Closed |
|
|
LWM
37
LBA Wealth Management
Jacksonville,
Florida
| – | -$14K | -500 | Closed |
|
|
DADC
38
D.A. Davidson & Co
Great Falls,
Montana
| – | -$5K | -202 | Closed |
|
FIDU Hedge Fund Activity: Q1 2016 in Review
31 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2016, worth a combined $85.3M — up 106% from $41.3M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of FIDU and 5 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 14 added.
The largest buyer was Envestnet Asset Management, adding an estimated $26.5M. The largest seller was Goldman Sachs, cutting an estimated $2.98M.
- 31 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2016, down from 35 in Q4 2015.
- Funds reported $85.3M of Fidelity MSCI Industrials Index ETF stock for Q1 2016, up 106% quarter-over-quarter.
- 5 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2016 and 9 closed out, a net change of -4 holders.
- The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2016 was Envestnet Asset Management, an estimated $26.5M added.
- The largest Fidelity MSCI Industrials Index ETF seller in Q1 2016 was Goldman Sachs, an estimated $2.98M sold.
Based on aggregated 13F filings for Q1 2016.