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Fidelity MSCI Industrials Index ETF

79 hedge funds and large institutions have $143M invested in Fidelity MSCI Industrials Index ETF in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 23

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

3% more funds holding

Funds holding: 7779 (+2)

9.26% less ownership

Funds ownership: 40.99%31.73% (-9.3%)

41% less capital invested

Capital invested by funds: $244M → $143M (-$101M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
30
Reduced
23
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.23M -$103K -2,714 -8%
UBS Group
27
UBS Group
Switzerland
$1.14M +$986K +25,940 +531%
TCM
28
Traynor Capital Management
Pennsylvania
$891K -$874 -23 -0.1%
AWA
29
ARS Wealth Advisors
Florida
$885K -$290K -7,636 -24%
LA
30
Lynch & Associates
Indiana
$812K +$98.4K +2,590 +13%
HCA
31
Heck Capital Advisors
Wisconsin
$743K +$72.5K +1,908 +11%
SCA
32
Snowden Capital Advisors
New York
$733K -$298K -7,847 -28%
LPL Financial
33
LPL Financial
California
$724K +$8.02K +211 +1%
Citadel Advisors
34
Citadel Advisors
Florida
$724K +$158K +4,169 +27%
AG
35
Advisor Group
Arizona
$658K +$131K +3,442 +24%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$635K +$213K +5,606 +49%
SSWM
37
Smith Salley Wealth Management
North Carolina
$632K +$120K +3,158 +23%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$621K +$5.85K +154 +0.9%
FA
39
FMA Advisory
Pennsylvania
$484K +$10.4K +274 +2%
Mariner
40
Mariner
Kansas
$436K +$178K +4,675 +66%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$425K +$436K +11,475 New
BCA
42
Bay Colony Advisors
Massachusetts
$399K +$409K +10,769 New
KA
43
Kovack Advisors
Florida
$366K
CFD
44
Creative Financial Designs
Indiana
$338K +$235K +6,172 +209%
WPP
45
Whalerock Point Partners
Rhode Island
$323K -$151K -3,966 -31%
BCM
46
Beck Capital Management
Texas
$321K -$51.6K -1,357 -14%
HCM
47
Hilton Capital Management
New York
$316K +$324K +8,515 New
CS
48
Credit Suisse
Switzerland
$302K +$60.6K +1,596 +24%
BRWA
49
B. Riley Wealth Advisors
Florida
$295K +$69.4K +1,827 +30%
PFS
50
Prospera Financial Services
Texas
$258K +$228 +6 +0.1%