FIDU icon

Fidelity MSCI Industrials Index ETF
FIDU

Overview Fund Activity

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
Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.76%
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
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.2M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$20.2M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$5.53M
4
NR
4
Newfound Research
Massachusetts
$3.06M
5
Lido Advisors
5
Lido Advisors
California
$16.4M

Top Sellers

1
TPWA
1
TRUE Private Wealth Advisors
Oregon
$279K
2
Morgan Stanley
2
Morgan Stanley
New York
$1.98M
3
GRP
3
Global Retirement Partners
California
$313K
4
CSIA
4
Charles Schwab Investment Advisory
California
$29M
5
Northern Trust
5
Northern Trust
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
26
Heck Capital Advisors
Wisconsin
$957K +$122K +3,190 +15%
LPL Financial
27
LPL Financial
California
$931K +$143K +3,749 +18%
LA
28
Lynch & Associates
Indiana
$834K +$7.76K +203 +0.9%
BCA
29
Bray Capital Advisors
Florida
$809K +$13.9K +365 +2%
SPC
30
Sigma Planning Corp
Michigan
$661K -$93.4K -2,444 -12%
MWC
31
MKD Wealth Coaches
Michigan
$661K +$661K +17,315 New
Jane Street
32
Jane Street
New York
$623K -$892K -23,332 -59%
TRCT
33
Tower Research Capital (TRC)
New York
$575K +$259K +6,776 +82%
FA
34
FMA Advisory
Pennsylvania
$565K +$53.5K +1,401 +10%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$545K -$19.3K -506 -3%
FSC
36
Full Sail Capital
Oklahoma
$536K -$57.3K -1,500 -10%
AWA
37
ARS Wealth Advisors
Florida
$475K -$37.6K -982 -7%
SSWM
38
Smith Salley Wealth Management
North Carolina
$441K +$3.63K +95 +0.8%
BCA
39
Bay Colony Advisors
Massachusetts
$374K +$719 +19 +0.2%
Prudential Financial
40
Prudential Financial
New Jersey
$339K +$51.5K +1,347 +18%
MAFM
41
Mid Atlantic Financial Management
Pennsylvania
$327K +$327K +8,550 New
BCM
42
Beck Capital Management
Texas
$326K +$326K +8,536 New
HCM
43
Hilton Capital Management
New York
$325K -$279K -8,515 Closed
GRP
44
Global Retirement Partners
California
$313K -$1.55M -40,524 -83%
KA
45
Kovack Advisors
Florida
$310K -$67.4K -1,765 -18%
WPP
46
Whalerock Point Partners
Rhode Island
$293K +$12.9K +336 +5%
TPWA
47
TRUE Private Wealth Advisors
Oregon
$279K -$11.5M -302,385 -98%
CS
48
Credit Suisse
Switzerland
$260K -$150K -3,924 -37%
DOA
49
D'Orazio & Associates
Virginia
$252K – – –
5L
50
55I LLC
Massachusetts
$246K +$246K +6,451 New
1
2
3 4