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Fidelity MSCI Industrials Index ETF

52 hedge funds and large institutions have $90.4M invested in Fidelity MSCI Industrials Index ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 13

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

7% more capital invested

Capital invested by funds: $84.7M → $90.4M (+$5.66M)

4% more funds holding

Funds holding: 5052 (+2)

0.2% more ownership

Funds ownership: 25.62%25.82% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
29
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
26
Rehmann Capital Advisory Group
Michigan
$703K +$27.5K +803 +4%
TCM
27
Traynor Capital Management
Pennsylvania
$699K +$26.1K +763 +4%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$691K -$393K -11,495 -37%
CFD
29
Creative Financial Designs
Indiana
$665K -$84.2K -2,462 -11%
LA
30
Lynch & Associates
Indiana
$587K -$3.08K -90 -0.5%
AG
31
Advisor Group
Arizona
$542K +$41.1K +1,201 +8%
FA
32
FDx Advisors
Illinois
$386K +$25.2K +738 +7%
NR
33
Newfound Research
Massachusetts
$383K +$347K +10,161 +1,182%
WPP
34
Whalerock Point Partners
Rhode Island
$295K +$290K +8,492 New
SCA
35
Snowden Capital Advisors
New York
$268K +$263K +7,703 New
AFP
36
Ausdal Financial Partners
Iowa
$254K +$308 +9 +0.1%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$251K +$247K +7,218 New
HCA
38
Heck Capital Advisors
Wisconsin
$230K +$64.1K +1,876 +40%
SF
39
Synovus Financial
Georgia
$159K +$157K +4,587 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$135K +$12.8K +375 +11%
UBS Group
41
UBS Group
Switzerland
$133K +$17.8K +520 +16%
JP Morgan Chase
42
JP Morgan Chase
New York
$116K +$28K +819 +33%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59K -$15.4K -451 -21%
KF
44
Krilogy Financial
Missouri
$57K +$1.47K +43 +3%
IA
45
IFP Advisors
Florida
$55K +$6.36K +186 +13%
SAM
46
Shamrock Asset Management
Texas
$52K -$376 -11 -0.7%
WA
47
WFG Advisors
Texas
$33K +$9.06K +265 +39%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$12K
Citigroup
49
Citigroup
New York
$3K
GWM
50
Geneos Wealth Management
Colorado
$1K

FIDU Hedge Fund Activity: Q2 2017 in Review

52 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2017, worth a combined $90.4M — up 6.7% from $84.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FIDU positions and 3 closed out — a net gain of 2 holders — while 29 added to existing stakes and 13 trimmed.

The largest buyer was Beaumont Financial Advisors, adding an estimated $2.28M. The largest seller was SG Americas Securities, exiting entirely with an estimated $2.48M sold.

  • 52 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2017, up from 50 in Q1 2017.
  • Funds reported $90.4M of Fidelity MSCI Industrials Index ETF stock for Q2 2017, up 6.7% quarter-over-quarter.
  • 5 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2017 and 3 closed out, a net change of +2 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2017 was Beaumont Financial Advisors, an estimated $2.28M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2017 was SG Americas Securities, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2017.