Fidelity MSCI Industrials Index ETF
FIDU
52 hedge funds and large institutions have $90.4M invested in Fidelity MSCI Industrials Index ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 3 closing their positions.
123% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 13
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
7% more capital invested
Capital invested by funds: $84.7M → $90.4M (+$5.66M)
4% more funds holding
Funds holding: 50 → 52 (+2)
0.2% more ownership
Funds ownership: 25.62% → 25.82% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$2.28M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$1.2M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.12M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$906K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$861K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$2.48M |
| 2 |
AIA
Allegis Investment Advisors
Idaho Falls,
Idaho
|
-$1.94M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$1.31M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$951K |
| 5 |
ST
Spinnaker Trust
Portland,
Maine
|
-$799K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FA
51
FMA Advisory
Harrisburg,
Pennsylvania
| $337 | -$140K | -4,107 | -30% |
|
|
52
SG Americas Securities
New York
| – | -$2.48M | -73,762 | Closed |
|
|
53
HighTower Advisors
Chicago,
Illinois
| – | -$1.31M | -39,217 | Closed |
|
54
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$9K | -259 | Closed |
|
FIDU Hedge Fund Activity: Q2 2017 in Review
52 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2017, worth a combined $90.4M — up 6.7% from $84.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FIDU positions and 3 closed out — a net gain of 2 holders — while 29 added to existing stakes and 13 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $2.28M. The largest seller was SG Americas Securities, exiting entirely with an estimated $2.48M sold.
- 52 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2017, up from 50 in Q1 2017.
- Funds reported $90.4M of Fidelity MSCI Industrials Index ETF stock for Q2 2017, up 6.7% quarter-over-quarter.
- 5 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2017 and 3 closed out, a net change of +2 holders.
- The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2017 was Beaumont Financial Advisors, an estimated $2.28M added.
- The largest Fidelity MSCI Industrials Index ETF seller in Q2 2017 was SG Americas Securities, an estimated $2.48M sold.
Based on aggregated 13F filings for Q2 2017.