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Fidelity MSCI Industrials Index ETF

79 hedge funds and large institutions have $143M invested in Fidelity MSCI Industrials Index ETF in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 23

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

3% more funds holding

Funds holding: 7779 (+2)

9.26% less ownership

Funds ownership: 40.99%31.73% (-9.3%)

41% less capital invested

Capital invested by funds: $244M → $143M (-$101M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
30
Reduced
23
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
51
Ausdal Financial Partners
Iowa
$257K -$100K -2,633 -28%
SWP
52
Stratos Wealth Partners
Ohio
$252K -$4.94K -130 -2%
DOA
53
D'Orazio & Associates
Virginia
$245K +$251K +6,600 New
GFPC
54
Global Financial Private Capital
Florida
$243K +$249K +6,544 New
MA
55
Mutual Advisors
Nebraska
$237K -$132K -3,468 -35%
Bank of America
56
Bank of America
North Carolina
$235K -$14.2K -374 -6%
JP Morgan Chase
57
JP Morgan Chase
New York
$191K +$13.8K +362 +8%
IA
58
IFP Advisors
Florida
$150K -$406K -10,690 -73%
SAM
59
Shamrock Asset Management
Texas
$67K
RWA
60
River Wealth Advisors
Pennsylvania
$43K +$43.6K +1,147 New
FHA
61
Flagship Harbor Advisors
Massachusetts
$42K +$43.2K +1,137 New
RCAG
62
Rehmann Capital Advisory Group
Michigan
$22.1K -$6.99K -184 -24%
CF
63
Centaurus Financial
California
$22K +$23K +606 New
CWA
64
Clarus Wealth Advisors
Arizona
$19K +$19.2K +505 New
MSA
65
Marino Stram & Associates
Massachusetts
$18K -$122K -3,214 -87%
SEI Investments
66
SEI Investments
Pennsylvania
$16K
KPCM
67
Kings Point Capital Management
New York
$14K
WAM
68
Wealthspire Advisors (Maryland)
Maryland
$14K
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13K -$312K -8,203 -96%
GI
70
Gradient Investments
Minnesota
$8K +$8.47K +223 New
WT
71
Washington Trust
Rhode Island
$7K +$6.99K +184 New
GWM
72
Geneos Wealth Management
Colorado
$5K +$5.74K +151 New
Citigroup
73
Citigroup
New York
$4K
SIS
74
Sound Income Strategies
Florida
$3K
BFC
75
Bedel Financial Consulting
Indiana
$3K +$2.58K +68 New