We are live on ! Find out more
FIDU icon

Fidelity MSCI Industrials Index ETF

83 hedge funds and large institutions have $116M invested in Fidelity MSCI Industrials Index ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

17% more capital invested

Capital invested by funds: $99.7M → $116M (+$16.8M)

5% more funds holding

Funds holding: 7983 (+4)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

0.91% less ownership

Funds ownership: 34.6%33.7% (-0.91%)

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
26
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
EPG Wealth Management
Georgia
$1.15M +$172K +5,103 +19%
ASN
27
Advisory Services Network
Georgia
$985K -$507K -15,050 -35%
LA
28
Lynch & Associates
Indiana
$931K -$4.85K -144 -0.6%
TRCT
29
Tower Research Capital (TRC)
New York
$841K -$198K -5,867 -20%
VWM
30
Venturi Wealth Management
Texas
$808K +$758K +22,500 New
SSWM
31
Smith Salley Wealth Management
North Carolina
$760K +$4.31K +128 +0.6%
HCA
32
Heck Capital Advisors
Wisconsin
$738K -$24.3K -722 -3%
BCA
33
Bray Capital Advisors
Florida
$690K
Goldman Sachs
34
Goldman Sachs
New York
$646K +$71.8K +2,131 +13%
FA
35
FMA Advisory
Pennsylvania
$531K -$6.74K -200 -1%
QWM
36
Quaker Wealth Management
New Jersey
$478K -$350K -10,387 -44%
Jane Street
37
Jane Street
New York
$434K -$529K -15,715 -57%
SCA
38
Snowden Capital Advisors
New York
$429K -$18.9K -562 -4%
SPC
39
Sigma Planning Corp
Michigan
$425K -$44.8K -1,331 -10%
ACA
40
Atlas Capital Advisors
Wyoming
$413K
AW
41
ACG Wealth
Georgia
$399K +$16.8K +498 +5%
SPFA
42
Summit Place Financial Advisors
New Jersey
$360K -$71.6K -2,125 -17%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$342K -$16.4K -486 -5%
PVH
44
Psagot Value Holdings
Israel
$332K +$312K +9,250 New
CA
45
Crumly & Associates
Illinois
$322K -$57.2K -1,697 -16%
DI
46
DFPG Investments
Utah
$312K +$6.84K +203 +2%
DOA
47
D'Orazio & Associates
Virginia
$237K
MA
48
Mutual Advisors
Nebraska
$223K +$209K +6,203 New
WPP
49
Whalerock Point Partners
Rhode Island
$211K +$198K +5,890 New
SS
50
Sunbelt Securities
Texas
$204K +$191K +5,677 New

FIDU Hedge Fund Activity: Q2 2020 in Review

83 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2020, worth a combined $116M — up 17% from $99.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FIDU positions and 12 closed out — a net gain of 4 holders — while 26 added to existing stakes and 25 trimmed.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $9.18M. The largest seller was Charles Schwab, exiting entirely with an estimated $19.3M sold.

  • 83 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2020, up from 79 in Q1 2020.
  • Funds reported $116M of Fidelity MSCI Industrials Index ETF stock for Q2 2020, up 17% quarter-over-quarter.
  • 16 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2020 and 12 closed out, a net change of +4 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2020 was Beaumont Financial Advisors, an estimated $9.18M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2020 was Charles Schwab, an estimated $19.3M sold.

Based on aggregated 13F filings for Q2 2020.