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Fidelity MSCI Industrials Index ETF
FIDU

36 hedge funds and large institutions have $61.6M invested in Fidelity MSCI Industrials Index ETF in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less funds holding

Funds holding: 37 → 36 (-1)

8.86% less ownership

Funds ownership: 49.75% → 40.89% (-8.9%)

20% less capital invested

Capital invested by funds: $77.2M → $61.6M (-$15.5M)

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$968K
2
Citadel Advisors
Citadel Advisors
Florida
+$742K
3
CPSAC
Chas P. Smith & Associates (CPS)
Florida
+$641K
4
Morgan Stanley
Morgan Stanley
New York
+$579K
5
RCAG
Rehmann Capital Advisory Group
Michigan
+$577K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.05M
2
BFA
Beaumont Financial Advisors
Massachusetts
-$4.18M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$3.03M
4
Jane Street
Jane Street
New York
-$1.69M
5
GA
Giralda Advisors
New York
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
Advisor Group
Arizona
$134K +$22K +731 +20%
JP Morgan Chase
27
JP Morgan Chase
New York
$76K +$7.22K +240 +11%
Bank of America
28
Bank of America
North Carolina
$59K -$3.04K -101 -5%
KF
29
Krilogy Financial
Missouri
$53K +$4.3K +143 +9%
IA
30
IFP Advisors
Florida
$47K -$7.11K -236 -13%
UBS Group
31
UBS Group
Switzerland
$36K -$35K -1,162 -50%
CWM
32
Concert Wealth Management
California
$31K +$31K +1,029 New
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K -$1.35K -45 -7%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
Citigroup
35
Citigroup
New York
$3K -$20K -665 -87%
Jane Street
36
Jane Street
New York
– -$1.69M -58,393 Closed
GA
37
Giralda Advisors
New York
– -$1.59M -54,695 Closed
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
– -$1.2M -41,318 Closed
AIA
39
Allegis Investment Advisors
Idaho
– -$644K -22,654 Closed
HIIFS
40
Harel Insurance Investments & Financial Services
Israel
– -$270K -9,300 Closed
1
2

FIDU Hedge Fund Activity: Q3 2016 in Review

36 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2016, worth a combined $61.6M — down 20% from $77.2M a quarter earlier.

Fund positioning in FIDU was balanced in Q3 2016: 5 funds opened new positions, 5 closed out, 11 added to existing stakes and 17 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $968K. The largest seller was Envestnet Asset Management, cutting an estimated $6.05M.

  • 36 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2016, down from 37 in Q2 2016.
  • Funds reported $61.6M of Fidelity MSCI Industrials Index ETF stock for Q3 2016, down 20% quarter-over-quarter.
  • 5 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2016 and 5 closed out, a net change of 0 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2016 was Cambridge Investment Research Advisors, an estimated $968K added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2016 was Envestnet Asset Management, an estimated $6.05M sold.

Based on aggregated 13F filings for Q3 2016.