Fidelity MSCI Industrials Index ETF
FIDU
86 hedge funds and large institutions have $132M invested in Fidelity MSCI Industrials Index ETF in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
20% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 25
14% more capital invested
Capital invested by funds: $116M → $132M (+$15.7M)
4% more funds holding
Funds holding: 83 → 86 (+3)
0.44% less ownership
Funds ownership: 33.7% → 33.26% (-0.44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.07M |
| 2 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$3.31M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$2.86M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.48M |
| 5 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$9.66M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.1M |
| 4 |
ST
Spinnaker Trust
Portland,
Maine
|
-$1.07M |
| 5 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$832K |
FIDU Hedge Fund Activity: Q3 2020 in Review
86 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2020, worth a combined $132M — up 14% from $116M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FIDU positions and 10 closed out — a net gain of 4 holders — while 30 added to existing stakes and 25 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $4.07M. The largest seller was Beaumont Financial Advisors, cutting an estimated $9.66M.
- 86 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2020, up from 83 in Q2 2020.
- Funds reported $132M of Fidelity MSCI Industrials Index ETF stock for Q3 2020, up 14% quarter-over-quarter.
- 14 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2020 and 10 closed out, a net change of +4 holders.
- The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $4.07M added.
- The largest Fidelity MSCI Industrials Index ETF seller in Q3 2020 was Beaumont Financial Advisors, an estimated $9.66M sold.
Based on aggregated 13F filings for Q3 2020.