Fidelity MSCI Industrials Index ETF
FIDU
67 hedge funds and large institutions have $134M invested in Fidelity MSCI Industrials Index ETF in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 2 closing their positions.
750% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 2
209% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 11
29% more funds holding
Funds holding: 52 → 67 (+15)
28% more capital invested
Capital invested by funds: $104M → $134M (+$29.2M)
2.29% more ownership
Funds ownership: 28.17% → 30.46% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$4.71M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$2.21M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$1.72M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.59M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$1.62M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$1.32M |
| 3 |
Goldman Sachs
New York
|
-$1.25M |
| 4 |
AWA
ARS Wealth Advisors
St. Petersburg,
Florida
|
-$864K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$748K |
FIDU Hedge Fund Activity: Q4 2017 in Review
67 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q4 2017, worth a combined $134M — up 28% from $104M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FIDU positions and 2 closed out — a net gain of 15 holders — while 34 added to existing stakes and 11 trimmed.
The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $4.71M. The largest seller was TRUE Private Wealth Advisors, cutting an estimated $1.62M.
- 67 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q4 2017, up from 52 in Q3 2017.
- Funds reported $134M of Fidelity MSCI Industrials Index ETF stock for Q4 2017, up 28% quarter-over-quarter.
- 17 funds opened new Fidelity MSCI Industrials Index ETF positions in Q4 2017 and 2 closed out, a net change of +15 holders.
- The largest Fidelity MSCI Industrials Index ETF buyer in Q4 2017 was FormulaFolio Investments, an estimated $4.71M added.
- The largest Fidelity MSCI Industrials Index ETF seller in Q4 2017 was TRUE Private Wealth Advisors, an estimated $1.62M sold.
Based on aggregated 13F filings for Q4 2017.