Fidelity MSCI Industrials Index ETF
FIDU
79 hedge funds and large institutions have $99.7M invested in Fidelity MSCI Industrials Index ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 31 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 21
0.47% less ownership
Funds ownership: 35.08% → 34.6% (-0.47%)
17% less funds holding
Funds holding: 95 → 79 (-16)
39% less capital invested
Capital invested by funds: $162M → $99.7M (-$62.5M)
42% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 31
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$24.6M |
| 2 |
FSC
Full Sail Capital
Oklahoma City,
Oklahoma
|
+$7.8M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.84M |
| 4 |
ST
Spinnaker Trust
Portland,
Maine
|
+$3.31M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$28M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$6.91M |
| 4 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$5.56M |
| 5 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$4.69M |
FIDU Hedge Fund Activity: Q1 2020 in Review
79 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2020, worth a combined $99.7M — down 39% from $162M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of FIDU and 18 opened new positions — a net loss of 13 holders — while 21 trimmed existing stakes and 25 added.
The largest buyer was Charles Schwab, opening a new position worth an estimated $24.6M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $28M sold.
- 79 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2020, down from 95 in Q4 2019.
- Funds reported $99.7M of Fidelity MSCI Industrials Index ETF stock for Q1 2020, down 39% quarter-over-quarter.
- 18 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2020 and 31 closed out, a net change of -13 holders.
- The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2020 was Charles Schwab, an estimated $24.6M added.
- The largest Fidelity MSCI Industrials Index ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $28M sold.
Based on aggregated 13F filings for Q1 2020.