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Fidelity MSCI Industrials Index ETF
FIDU

Overview Fund Activity

95 hedge funds and large institutions have $162M invested in Fidelity MSCI Industrials Index ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
33
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$2.76M
2
5L
55I LLC
Massachusetts
$1.8M
3
LPL Financial
LPL Financial
California
$3.08M
4
Wells Fargo
Wells Fargo
California
$9.15M
5
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$4.52M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$284K
3
NAM
NorthCoast Asset Management
Connecticut
$750K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13M
5
CSIA
Charles Schwab Investment Advisory
California
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
51
BOK Financial Private Wealth
Colorado
$354K +$354K +8,411 New
KA
52
Kovack Advisors
Florida
$308K -$6.1K -145 -2%
SWP
53
Stratos Wealth Partners
Ohio
$305K +$21K +500 +7%
BCM
54
Beck Capital Management
Texas
$291K -$33.1K -786 -10%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$284K -$1.94M -46,147 -87%
DOA
56
D'Orazio & Associates
Virginia
$277K – – –
MA
57
Mutual Advisors
Nebraska
$274K +$1.47K +35 +0.5%
WPP
58
Whalerock Point Partners
Rhode Island
$269K -$13.1K -311 -5%
SS
59
Sunbelt Securities
Texas
$241K +$800 +19 +0.3%
AWA
60
ARS Wealth Advisors
Florida
$232K -$62.7K -1,489 -21%
FPGK
61
Financial Partners Group (Kansas)
Kansas
$208K -$5.71K -134 -3%
SSWG
62
Seven Springs Wealth Group
Tennessee
$205K +$205K +4,873 New
TRCT
63
Tower Research Capital (TRC)
New York
$152K -$940K -22,352 -86%
GWM
64
Geneos Wealth Management
Colorado
$121K – – –
TPWA
65
TRUE Private Wealth Advisors
Oregon
$72K +$72K +1,733 New
UBS Group
66
UBS Group
Switzerland
$65K -$27.9K -667 -30%
DY
67
Dowling & Yahnke
California
$60K +$60K +1,438 New
TC
68
TownSquare Capital
Utah
$56K -$332K -7,892 -86%
AWA
69
Arkadios Wealth Advisors
Georgia
$55.7K +$55.7K +1,275 New
TFA
70
Tobias Financial Advisors
Florida
$54K +$54K +1,295 New
FHA
71
Flagship Harbor Advisors
Massachusetts
$40K – – –
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$37K +$37K +887 New
CAC
73
Certified Advisory Corp
Florida
$24K +$997 +24 +4%
AIC
74
Archer Investment Corporation
Indiana
$23K – – –
CFD
75
Creative Financial Designs
Indiana
$22K +$86 +2 +0.4%
1 2
3
4 5