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Fidelity MSCI Industrials Index ETF

42 hedge funds and large institutions have $80.1M invested in Fidelity MSCI Industrials Index ETF in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

30% more capital invested

Capital invested by funds: $61.6M → $80.1M (+$18.5M)

17% more funds holding

Funds holding: 3642 (+6)

10.08% less ownership

Funds ownership: 40.89%30.81% (-10%)

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
14
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
Cobiz Wealth
Colorado
$481K -$126K -4,045 -21%
Lido Advisors
27
Lido Advisors
California
$427K +$413K +13,260 New
Goldman Sachs
28
Goldman Sachs
New York
$296K -$356K -11,444 -55%
TSS
29
Two Sigma Securities
New York
$224K +$217K +6,959 New
AG
30
Advisor Group
Arizona
$209K +$63.1K +2,028 +46%
IA
31
IFP Advisors
Florida
$78K +$26.9K +865 +55%
JP Morgan Chase
32
JP Morgan Chase
New York
$74K -$7.44K -239 -9%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61K +$40.7K +1,309 +223%
KF
34
Krilogy Financial
Missouri
$51K -$4.61K -148 -9%
SAM
35
Shamrock Asset Management
Texas
$48K +$46.8K +1,504 New
UBS Group
36
UBS Group
Switzerland
$38K -$467 -15 -1%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$11K
WA
38
WFG Advisors
Texas
$8K +$8.15K +262 New
Creative Planning
39
Creative Planning
Kansas
$7K +$6.54K +210 New
HCA
40
Heck Capital Advisors
Wisconsin
$5.96K +$5.76K +185 New
Citigroup
41
Citigroup
New York
$3K
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
-$13.9M -460,475 Closed
Citadel Advisors
43
Citadel Advisors
Florida
-$1.07M -35,286 Closed
VKH
44
Virtu KCG Holdings
New York
-$872K -28,828 Closed
Mariner
45
Mariner
Kansas
-$565K -18,678 Closed
ACM
46
Argentus Capital Management
Texas
-$312K -10,324 Closed
PWM
47
Perigon Wealth Management
California
-$288K -9,516 Closed
CWM
48
Concert Wealth Management
California
-$31K -1,029 Closed

FIDU Hedge Fund Activity: Q4 2016 in Review

42 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q4 2016, worth a combined $80.1M — up 30% from $61.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FIDU positions and 7 closed out — a net gain of 7 holders — while 14 added to existing stakes and 10 trimmed.

The largest buyer was Beaumont Financial Advisors, adding an estimated $9.42M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $13.9M sold.

  • 42 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q4 2016, up from 36 in Q3 2016.
  • Funds reported $80.1M of Fidelity MSCI Industrials Index ETF stock for Q4 2016, up 30% quarter-over-quarter.
  • 14 funds opened new Fidelity MSCI Industrials Index ETF positions in Q4 2016 and 7 closed out, a net change of +7 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q4 2016 was Beaumont Financial Advisors, an estimated $9.42M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2016.