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Fidelity MSCI Industrials Index ETF

50 hedge funds and large institutions have $84.7M invested in Fidelity MSCI Industrials Index ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

19% more funds holding

Funds holding: 4250 (+8)

6% more capital invested

Capital invested by funds: $80.1M → $84.7M (+$4.63M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.19% less ownership

Funds ownership: 30.81%25.62% (-5.2%)

Holders
50
Holders Change
+8
Holders Change %
+19.05%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
24
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
Traynor Capital Management
Pennsylvania
$660K +$42.1K +1,263 +7%
RCAG
27
Rehmann Capital Advisory Group
Michigan
$651K +$47.6K +1,429 +8%
LA
28
Lynch & Associates
Indiana
$570K -$56.4K -1,692 -9%
AG
29
Advisor Group
Arizona
$482K +$263K +7,908 +122%
FA
30
FMA Advisory
Pennsylvania
$463K +$460K +13,796 New
Jane Street
31
Jane Street
New York
$435K -$4.81M -144,312 -92%
FA
32
FDx Advisors
Illinois
$347K -$252K -7,559 -42%
Goldman Sachs
33
Goldman Sachs
New York
$332K +$23K +691 +8%
LPL Financial
34
LPL Financial
California
$253K +$253K +7,585 New
AFP
35
Ausdal Financial Partners
Iowa
$245K +$243K +7,289 New
HCA
36
Heck Capital Advisors
Wisconsin
$159K +$152K +4,552 +2,461%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$118K -$1.18M -35,491 -91%
UBS Group
38
UBS Group
Switzerland
$111K +$70.9K +2,127 +182%
JP Morgan Chase
39
JP Morgan Chase
New York
$84K +$7.66K +230 +10%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$72K +$8.66K +260 +14%
KF
41
Krilogy Financial
Missouri
$51K
SAM
42
Shamrock Asset Management
Texas
$51K +$366 +11 +0.7%
IA
43
IFP Advisors
Florida
$47K -$34.3K -1,029 -42%
NR
44
Newfound Research
Massachusetts
$29K +$28.7K +860 New
WA
45
WFG Advisors
Texas
$23K +$13.8K +413 +158%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$12K
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$9K +$8.63K +259 New
Citigroup
48
Citigroup
New York
$3K
GWM
49
Geneos Wealth Management
Colorado
$1K +$1.33K +40 New
CW
50
Cobiz Wealth
Colorado
-$481K -14,920 Closed

FIDU Hedge Fund Activity: Q1 2017 in Review

50 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2017, worth a combined $84.7M — up 5.8% from $80.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FIDU positions and 3 closed out — a net gain of 8 holders — while 24 added to existing stakes and 10 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $1.89M. The largest seller was Jane Street, cutting an estimated $4.81M.

  • 50 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2017, up from 42 in Q4 2016.
  • Funds reported $84.7M of Fidelity MSCI Industrials Index ETF stock for Q1 2017, up 5.8% quarter-over-quarter.
  • 11 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2017 and 3 closed out, a net change of +8 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2017 was SG Americas Securities, an estimated $1.89M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2017 was Jane Street, an estimated $4.81M sold.

Based on aggregated 13F filings for Q1 2017.