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Fidelity MSCI Industrials Index ETF

89 hedge funds and large institutions have $151M invested in Fidelity MSCI Industrials Index ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

5% more funds holding

Funds holding: 8589 (+4)

1.43% more ownership

Funds ownership: 33.13%34.57% (+1.4%)

1% more capital invested

Capital invested by funds: $150M → $151M (+$843K)

19% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 32

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
26
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
51
Hilton Capital Management
New York
$339K
BCM
52
Beck Capital Management
Texas
$307K -$39.1K -994 -11%
DI
53
DFPG Investments
Utah
$300K +$311K +7,897 New
KA
54
Kovack Advisors
Florida
$297K
CS
55
Credit Suisse
Switzerland
$280K +$276K +7,021 New
AWA
56
ARS Wealth Advisors
Florida
$279K -$56.4K -1,432 -17%
SWP
57
Stratos Wealth Partners
Ohio
$269K +$266K +6,760 New
WPP
58
Whalerock Point Partners
Rhode Island
$268K +$12.4K +316 +5%
DOA
59
D'Orazio & Associates
Virginia
$263K
MA
60
Mutual Advisors
Nebraska
$258K +$16.1K +408 +7%
SS
61
Sunbelt Securities
Texas
$227K +$7.48K +190 +3%
DWM
62
Dakota Wealth Management
Florida
$215K +$213K +5,403 New
FPGK
63
Financial Partners Group (Kansas)
Kansas
$200K -$244K -6,202 -55%
IA
64
IFP Advisors
Florida
$145K +$144K +3,651 New
GWM
65
Geneos Wealth Management
Colorado
$114K
UBS Group
66
UBS Group
Switzerland
$89K -$64.2K -1,631 -42%
EIP
67
Ellis Investment Partners
Pennsylvania
$72K -$78.5K -1,993 -52%
AIC
68
Ameritas Investment Company
Nebraska
$69K +$68.6K +1,743 New
SFS
69
Sowell Financial Services
Arkansas
$58K +$57.6K +1,462 New
FHA
70
Flagship Harbor Advisors
Massachusetts
$37K
CAC
71
Certified Advisory Corp
Florida
$22K +$10K +254 +85%
AIC
72
Archer Investment Corporation
Indiana
$21K
CFD
73
Creative Financial Designs
Indiana
$19K +$118 +3 +0.6%
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$18K
JP Morgan Chase
75
JP Morgan Chase
New York
$14K +$14.2K +360 New

FIDU Hedge Fund Activity: Q3 2019 in Review

89 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2019, worth a combined $151M — up 0.56% from $150M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FIDU positions and 11 closed out — a net gain of 4 holders — while 26 added to existing stakes and 32 trimmed.

The largest buyer was Lido Advisors, adding an estimated $2.74M. The largest seller was HighTower Advisors, cutting an estimated $4.07M.

  • 89 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2019, up from 85 in Q2 2019.
  • Funds reported $151M of Fidelity MSCI Industrials Index ETF stock for Q3 2019, up 0.56% quarter-over-quarter.
  • 15 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2019 and 11 closed out, a net change of +4 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2019 was Lido Advisors, an estimated $2.74M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2019 was HighTower Advisors, an estimated $4.07M sold.

Based on aggregated 13F filings for Q3 2019.