Fidelity MSCI Industrials Index ETF
FIDU
52 hedge funds and large institutions have $104M invested in Fidelity MSCI Industrials Index ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 5 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 18
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
15% more capital invested
Capital invested by funds: $90.4M → $104M (+$13.9M)
2.35% more ownership
Funds ownership: 25.82% → 28.17% (+2.3%)
0% more funds holding
Funds holding: 52 → 52 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
LVZ Inc
Holland,
Michigan
|
+$8.22M |
| 2 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$1.71M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$668K |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$665K |
| 5 |
ECM
Exchange Capital Management
Ann Arbor,
Michigan
|
+$612K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Allegis Investment Advisors
Idaho Falls,
Idaho
|
-$1.24M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$805K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$761K |
| 4 |
Jane Street
New York
|
-$723K |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$703K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $13K | – | – | – |
|
52
Citigroup
New York
| $4K | – | – | – |
|
|
AIA
53
Allegis Investment Advisors
Idaho Falls,
Idaho
| – | -$1.24M | -35,694 | Closed |
|
|
54
Jane Street
New York
| – | -$723K | -20,793 | Closed |
|
|
RCAG
55
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$703K | -20,207 | Closed |
|
|
SF
56
Synovus Financial
Columbus,
Georgia
| – | -$159K | -4,587 | Closed |
|
|
GWM
57
Geneos Wealth Management
Englewood,
Colorado
| – | -$1K | -40 | Closed |
|
FIDU Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $104M — up 15% from $90.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FIDU positions and 5 closed out — a net gain of 1 holder — while 23 added to existing stakes and 18 trimmed.
The largest buyer was LVZ Inc, opening a new position worth an estimated $8.22M. The largest seller was Allegis Investment Advisors, exiting entirely with an estimated $1.24M sold.
- 52 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $104M of Fidelity MSCI Industrials Index ETF stock for Q3 2017, up 15% quarter-over-quarter.
- 6 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2017 and 5 closed out, a net change of +1 holder.
- The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2017 was LVZ Inc, an estimated $8.22M added.
- The largest Fidelity MSCI Industrials Index ETF seller in Q3 2017 was Allegis Investment Advisors, an estimated $1.24M sold.
Based on aggregated 13F filings for Q3 2017.