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Fidelity MSCI Industrials Index ETF
FIDU

Overview Fund Activity

85 hedge funds and large institutions have $150M invested in Fidelity MSCI Industrials Index ETF in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$6.15M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.75M
3
AG
3
Advisor Group
Arizona
$3.09M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.03M
5
SPC
5
Sigma Planning Corp
Michigan
$1.64M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$4.01M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.1M
3
FPGK
3
Financial Partners Group (Kansas)
Kansas
$446K
4
CSIA
4
Charles Schwab Investment Advisory
California
$28.8M
5
NR
5
Newfound Research
Massachusetts
$1.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
26
Snowden Capital Advisors
New York
$1.08M +$57.5K +1,447 +6%
HCA
27
Heck Capital Advisors
Wisconsin
$1.05M +$51.1K +1,286 +5%
LPL Financial
28
LPL Financial
California
$1.04M +$65.9K +1,657 +7%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.03M +$1.03M +25,977 New
ASN
30
Advisory Services Network
Georgia
$1.03M -$1.06M -26,649 -51%
LA
31
Lynch & Associates
Indiana
$942K +$74.7K +1,879 +9%
AI
32
Atria Investments
North Carolina
$850K +$850K +22,383 New
BCA
33
Bray Capital Advisors
Florida
$763K -$78K -1,965 -9%
NAM
34
NorthCoast Asset Management
Connecticut
$694K +$694K +17,446 New
MWC
35
MKD Wealth Coaches
Michigan
$692K +$4.05K +102 +0.6%
FA
36
FMA Advisory
Pennsylvania
$548K -$39.9K -1,004 -7%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$545K -$22.1K -557 -4%
FSC
38
Full Sail Capital
Oklahoma
$544K – – –
SSWM
39
Smith Salley Wealth Management
North Carolina
$463K +$4.53K +114 +1%
FPGK
40
Financial Partners Group (Kansas)
Kansas
$446K -$1.83M -45,943 -80%
MAFM
41
Mid Atlantic Financial Management
Pennsylvania
$443K +$103K +2,605 +30%
GRP
42
Global Retirement Partners
California
$409K +$83.5K +2,103 +26%
BCA
43
Bay Colony Advisors
Massachusetts
$392K -$676 -17 -0.2%
Jane Street
44
Jane Street
New York
$356K -$291K -7,338 -45%
Prudential Financial
45
Prudential Financial
New Jersey
$349K -$2.98K -75 -0.8%
BCM
46
Beck Capital Management
Texas
$345K +$6.19K +156 +2%
5L
47
55I LLC
Massachusetts
$339K +$82.6K +2,078 +32%
HCM
48
Hilton Capital Management
New York
$338K +$338K +8,515 New
AWA
49
ARS Wealth Advisors
Florida
$335K -$159K -3,990 -32%
KA
50
Kovack Advisors
Florida
$297K -$26.1K -656 -8%
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