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Fidelity MSCI Industrials Index ETF

52 hedge funds and large institutions have $104M invested in Fidelity MSCI Industrials Index ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $90.4M → $104M (+$13.9M)

2.35% more ownership

Funds ownership: 25.82%28.17% (+2.3%)

0% more funds holding

Funds holding: 5252 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
52
Holders Change
Holders Change %
0%
% 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
6
Increased
23
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
26
Creative Financial Designs
Indiana
$673K -$24.6K -701 -4%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$659K -$64.2K -1,827 -9%
ECM
28
Exchange Capital Management
Michigan
$636K +$612K +17,398 New
SCA
29
Snowden Capital Advisors
New York
$632K +$337K +9,582 +124%
LA
30
Lynch & Associates
Indiana
$612K -$4.57K -130 -0.8%
AG
31
Advisor Group
Arizona
$554K -$13.6K -386 -2%
IA
32
IFP Advisors
Florida
$527K +$451K +12,834 +810%
LPL Financial
33
LPL Financial
California
$488K -$653K -18,584 -58%
JIP
34
Jaffetilchin Investment Partners
Florida
$415K +$399K +11,347 New
FA
35
FDx Advisors
Illinois
$406K +$1.37K +39 +0.4%
HCA
36
Heck Capital Advisors
Wisconsin
$383K +$136K +3,877 +59%
WPP
37
Whalerock Point Partners
Rhode Island
$366K +$53.4K +1,520 +18%
FA
38
FMA Advisory
Pennsylvania
$329K -$23.8K -677 -7%
AFP
39
Ausdal Financial Partners
Iowa
$325K +$56.4K +1,604 +22%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$321K +$54.7K +1,556 +22%
HCM
41
Hilton Capital Management
New York
$311K
PFS
42
Prospera Financial Services
Texas
$254K +$243K +6,911 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$249K +$103K +2,916 +75%
SS
44
Sunbelt Securities
Texas
$206K +$198K +5,629 New
UBS Group
45
UBS Group
Switzerland
$137K -$2.35K -67 -2%
JP Morgan Chase
46
JP Morgan Chase
New York
$131K +$9.14K +260 +8%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71K +$8.3K +236 +14%
KF
48
Krilogy Financial
Missouri
$63K +$2.88K +82 +5%
SAM
49
Shamrock Asset Management
Texas
$55K
SEI Investments
50
SEI Investments
Pennsylvania
$16K +$15.2K +433 New

FIDU Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $104M — up 15% from $90.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FIDU positions and 5 closed out — a net gain of 1 holder — while 23 added to existing stakes and 18 trimmed.

The largest buyer was LVZ Inc, opening a new position worth an estimated $8.22M. The largest seller was Allegis Investment Advisors, exiting entirely with an estimated $1.24M sold.

  • 52 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $104M of Fidelity MSCI Industrials Index ETF stock for Q3 2017, up 15% quarter-over-quarter.
  • 6 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2017 and 5 closed out, a net change of +1 holder.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2017 was LVZ Inc, an estimated $8.22M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2017 was Allegis Investment Advisors, an estimated $1.24M sold.

Based on aggregated 13F filings for Q3 2017.