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Fidelity MSCI Industrials Index ETF

83 hedge funds and large institutions have $196M invested in Fidelity MSCI Industrials Index ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $143M → $196M (+$53.3M)

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

7.39% more ownership

Funds ownership: 31.73%39.12% (+7.4%)

5% more funds holding

Funds holding: 7983 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
30
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$1.41M -$76K -1,935 -5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.37M -$198K -5,048 -13%
UBS Group
28
UBS Group
Switzerland
$1.21M -$28.7K -732 -2%
Citadel Advisors
29
Citadel Advisors
Florida
$1.02M +$230K +5,863 +30%
TCM
30
Traynor Capital Management
Pennsylvania
$972K +$5.5K +140 +0.6%
LNC
31
Lincoln National Corp
Pennsylvania
$946K +$924K +23,533 New
LA
32
Lynch & Associates
Indiana
$881K -$275 -7 -0%
SCA
33
Snowden Capital Advisors
New York
$839K +$42.3K +1,077 +5%
AG
34
Advisor Group
Arizona
$832K +$116K +2,955 +17%
HCA
35
Heck Capital Advisors
Wisconsin
$789K -$16.2K -413 -2%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$748K +$57.9K +1,474 +9%
SSWM
37
Smith Salley Wealth Management
North Carolina
$737K +$50K +1,273 +7%
AWA
38
ARS Wealth Advisors
Florida
$694K -$259K -6,605 -28%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$606K +$138K +3,522 +31%
FA
40
FMA Advisory
Pennsylvania
$543K +$17.1K +435 +3%
SG Americas Securities
41
SG Americas Securities
New York
$474K +$462K +11,780 New
Bank of America
42
Bank of America
North Carolina
$462K +$202K +5,154 +81%
BCA
43
Bay Colony Advisors
Massachusetts
$435K +$2.35K +60 +0.6%
MML Investors Services
44
MML Investors Services
Massachusetts
$427K -$894K -22,768 -68%
KA
45
Kovack Advisors
Florida
$397K
RJFSA
46
Raymond James Financial Services Advisors
Florida
$387K -$280K -7,135 -43%
CFD
47
Creative Financial Designs
Indiana
$367K -$157 -4 -0%
WPP
48
Whalerock Point Partners
Rhode Island
$350K +$79 +2 +0%
HCM
49
Hilton Capital Management
New York
$342K -$334K -8,515 Closed
BCM
50
Beck Capital Management
Texas
$332K -$15.9K -405 -5%