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Fidelity MSCI Industrials Index ETF

81 hedge funds and large institutions have $165M invested in Fidelity MSCI Industrials Index ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

47% more capital invested

Capital invested by funds: $112M → $165M (+$53M)

29% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 24

11% more funds holding

Funds holding: 7381 (+8)

5.13% more ownership

Funds ownership: 31.82%36.95% (+5.1%)

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
31
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
26
Heck Capital Advisors
Wisconsin
$957K +$118K +3,190 +15%
LPL Financial
27
LPL Financial
California
$931K +$138K +3,749 +18%
LA
28
Lynch & Associates
Indiana
$834K +$7.48K +203 +0.9%
BCA
29
Bray Capital Advisors
Florida
$809K +$13.5K +365 +2%
SPC
30
Sigma Planning Corp
Michigan
$661K -$90.1K -2,444 -12%
MWC
31
MKD Wealth Coaches
Michigan
$661K +$638K +17,315 New
Jane Street
32
Jane Street
New York
$623K -$860K -23,332 -59%
TRCT
33
Tower Research Capital (TRC)
New York
$575K +$250K +6,776 +82%
FA
34
FMA Advisory
Pennsylvania
$565K +$51.6K +1,401 +10%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$545K -$18.7K -506 -3%
FSC
36
Full Sail Capital
Oklahoma
$536K -$55.3K -1,500 -10%
AWA
37
ARS Wealth Advisors
Florida
$475K -$36.2K -982 -7%
SSWM
38
Smith Salley Wealth Management
North Carolina
$441K +$3.5K +95 +0.8%
BCA
39
Bay Colony Advisors
Massachusetts
$374K +$700 +19 +0.2%
Prudential Financial
40
Prudential Financial
New Jersey
$339K +$49.7K +1,347 +18%
MAFM
41
Mid Atlantic Financial Management
Pennsylvania
$327K +$315K +8,550 New
BCM
42
Beck Capital Management
Texas
$326K +$315K +8,536 New
HCM
43
Hilton Capital Management
New York
$325K -$314K -8,515 Closed
GRP
44
Global Retirement Partners
California
$313K -$1.49M -40,524 -83%
KA
45
Kovack Advisors
Florida
$310K -$65.1K -1,765 -18%
WPP
46
Whalerock Point Partners
Rhode Island
$293K +$12.4K +336 +5%
TPWA
47
TRUE Private Wealth Advisors
Oregon
$279K -$11.1M -302,385 -98%
CS
48
Credit Suisse
Switzerland
$260K -$145K -3,924 -37%
DOA
49
D'Orazio & Associates
Virginia
$252K
5L
50
55I LLC
Massachusetts
$246K +$238K +6,451 New

FIDU Hedge Fund Activity: Q1 2019 in Review

81 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2019, worth a combined $165M — up 47% from $112M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FIDU positions and 9 closed out — a net gain of 8 holders — while 31 added to existing stakes and 24 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $24.3M. The largest seller was TRUE Private Wealth Advisors, cutting an estimated $11.1M.

  • 81 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2019, up from 73 in Q4 2018.
  • Funds reported $165M of Fidelity MSCI Industrials Index ETF stock for Q1 2019, up 47% quarter-over-quarter.
  • 17 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2019 and 9 closed out, a net change of +8 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $24.3M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2019 was TRUE Private Wealth Advisors, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2019.