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Fidelity MSCI Industrials Index ETF
FIDU

Overview Fund Activity

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.

Holders
79
Holders Change
-16
Holders Change %
-16.84%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
25
Reduced
21
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$19.3M
2
FSC
2
Full Sail Capital
Oklahoma
$7.1M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.79M
4
ST
4
Spinnaker Trust
Maine
$5.25M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.68M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$377K
3
PCS
3
Personal CFO Solutions
New Jersey
$0
4
Wells Fargo
4
Wells Fargo
California
$1.21M
5
SIA
5
Soltis Investment Advisors
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
26
EPG Wealth Management
Georgia
$817K 26,843 +26,843 New
LA
27
Lynch & Associates
Indiana
$794K 26,080 +400 +2%
QWM
28
Quaker Wealth Management
New Jersey
$721K 23,695 +23,695 New
HCA
29
Heck Capital Advisors
Wisconsin
$648K 21,276 +1,606 +8%
SSWM
30
Smith Salley Wealth Management
North Carolina
$640K 21,034 +888 +4%
BCA
31
Bray Capital Advisors
Florida
$585K 19,210 – –
NAM
32
NorthCoast Asset Management
Connecticut
$541K 17,749 -64 -0.4%
Goldman Sachs
33
Goldman Sachs
New York
$483K 15,871 +15,871 New
FA
34
FMA Advisory
Pennsylvania
$456K 14,988 +632 +4%
EFSCE
35
Enterprise Financial Services Corp (EFSC)
Missouri
$449K 14,736 +2,763 +23%
SPC
36
Sigma Planning Corp
Michigan
$401K 13,158 -19,177 -59%
SCA
37
Snowden Capital Advisors
New York
$381K 12,520 -15,607 -55%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$377K 12,378 -295,970 -96%
CS
39
Credit Suisse
Switzerland
$370K 12,142 +12,142 New
SPFA
40
Summit Place Financial Advisors
New Jersey
$370K 12,150 +12,150 New
ACA
41
Atlas Capital Advisors
Wyoming
$350K 11,505 +11,505 New
CA
42
Crumly & Associates
Illinois
$324K 10,660 +10,660 New
AW
43
ACG Wealth
Georgia
$323K 10,617 +10,617 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$305K 10,011 -9,155 -48%
BCA
45
Bay Colony Advisors
Massachusetts
$292K 9,603 -293 -3%
DI
46
DFPG Investments
Utah
$268K 8,538 -43 -0.5%
CA
47
Continuum Advisory
Idaho
$261K 9,020 +9,020 New
HighTower Advisors
48
HighTower Advisors
Illinois
$206K 6,792 -8,888 -57%
SWP
49
Stratos Wealth Partners
Ohio
$206K 6,760 -500 -7%
DOA
50
D'Orazio & Associates
Virginia
$201K 6,600 – –
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