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Fidelity MSCI Industrials Index ETF

85 hedge funds and large institutions have $150M invested in Fidelity MSCI Industrials Index ETF in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

5% more funds holding

Funds holding: 8185 (+4)

3.82% less ownership

Funds ownership: 36.95%33.13% (-3.8%)

9% less capital invested

Capital invested by funds: $165M → $150M (-$15.5M)

Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
29
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CH
51
Canton Hathaway
Rhode Island
$294K +$129K +3,324 +82%
DOA
52
D'Orazio & Associates
Virginia
$262K
WPP
53
Whalerock Point Partners
Rhode Island
$255K -$48.7K -1,253 -16%
TC
54
TownSquare Capital
Utah
$251K +$251K +6,450 New
Mariner
55
Mariner
Kansas
$243K -$3.42K -88 -1%
MA
56
Mutual Advisors
Nebraska
$241K +$973 +25 +0.4%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$222K +$217K +5,578 New
SS
58
Sunbelt Securities
Texas
$219K +$215K +5,514 New
EIP
59
Ellis Investment Partners
Pennsylvania
$154K +$151K +3,869 New
UBS Group
60
UBS Group
Switzerland
$153K +$584 +15 +0.4%
GWM
61
Geneos Wealth Management
Colorado
$114K
AssetMark Inc
62
AssetMark Inc
California
$109K +$106K +2,733 New
TPWA
63
TRUE Private Wealth Advisors
Oregon
$68K -$217K -5,576 -76%
FHA
64
Flagship Harbor Advisors
Massachusetts
$37K
ATC
65
Adirondack Trust Company
New York
$29K +$28.5K +732 New
RCAG
66
Rehmann Capital Advisory Group
Michigan
$23.7K
AIC
67
Archer Investment Corporation
Indiana
$21K
GWMIA
68
Global Wealth Management Investment Advisory
Florida
$21K +$7.78K +200 +63%
CFD
69
Creative Financial Designs
Indiana
$20K -$114K -2,932 -85%
CWA
70
Clarus Wealth Advisors
Arizona
$20K +$78 +2 +0.4%
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$18K -$311 -8 -2%
CFGS
72
Concourse Financial Group Securities
Alabama
$16K +$2.92K +75 +23%
APA
73
American Portfolios Advisors
New York
$12.7K
CAC
74
Certified Advisory Corp
Florida
$12K
EFSCE
75
Enterprise Financial Services Corp (EFSC)
Missouri
$6K

FIDU Hedge Fund Activity: Q2 2019 in Review

85 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2019, worth a combined $150M — down 9.4% from $165M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FIDU positions and 7 closed out — a net gain of 6 holders — while 29 added to existing stakes and 26 trimmed.

The largest buyer was SVB Wealth, opening a new position worth an estimated $6.02M. The largest seller was Beaumont Financial Advisors, cutting an estimated $16.6M.

  • 85 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2019, up from 81 in Q1 2019.
  • Funds reported $150M of Fidelity MSCI Industrials Index ETF stock for Q2 2019, down 9.4% quarter-over-quarter.
  • 13 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2019 and 7 closed out, a net change of +6 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2019 was SVB Wealth, an estimated $6.02M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2019 was Beaumont Financial Advisors, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2019.