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Fidelity MSCI Industrials Index ETF

83 hedge funds and large institutions have $116M invested in Fidelity MSCI Industrials Index ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

17% more capital invested

Capital invested by funds: $99.7M → $116M (+$16.8M)

5% more funds holding

Funds holding: 7983 (+4)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

0.91% less ownership

Funds ownership: 34.6%33.7% (-0.91%)

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
26
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$197K +$24.6K +730 +14%
UBS Group
52
UBS Group
Switzerland
$196K -$7.07K -210 -4%
MHR
53
Matthew Hamilton Rosenberg
$128K
AWA
54
Arkadios Wealth Advisors
Georgia
$115K +$9.9K +294 +10%
CFGS
55
Concourse Financial Group Securities
Alabama
$113K +$94.5K +2,805 +842%
GWM
56
Geneos Wealth Management
Colorado
$99K
AIA
57
Armor Investment Advisors
North Carolina
$85K +$66.8K +1,983 +530%
Franklin Resources
58
Franklin Resources
California
$64K +$56.8K +1,687 New
TPWA
59
TRUE Private Wealth Advisors
Oregon
$62K
EIP
60
Ellis Investment Partners
Pennsylvania
$53K +$37.2K +1,105 +278%
FHA
61
Flagship Harbor Advisors
Massachusetts
$39K -$11.5K -342 -24%
RCA
62
Reitz Capital Advisors
Michigan
$31K +$29.1K +865 New
CAC
63
Certified Advisory Corp
Florida
$20K
CFD
64
Creative Financial Designs
Indiana
$19K -$168K -4,979 -91%
AIC
65
Archer Investment Corporation
Indiana
$18.9K
PAG
66
Private Advisor Group
New Jersey
$17K +$15.6K +462 New
CAN
67
Cetera Advisor Networks
California
$17K +$15.6K +464 New
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$16.2K +482 New
CICI
69
Capital Investment Counsel Inc
North Carolina
$16K
FRA
70
Front Row Advisors
California
$12K +$11.2K +331 New
GWMIA
71
Global Wealth Management Investment Advisory
Florida
$9K
SFS
72
Sowell Financial Services
Arkansas
$8K
EW
73
Element Wealth
Mississippi
$6K +$34 +1 +0.6%
BFC
74
Bedel Financial Consulting
Indiana
$4K
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$3K

FIDU Hedge Fund Activity: Q2 2020 in Review

83 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2020, worth a combined $116M — up 17% from $99.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FIDU positions and 12 closed out — a net gain of 4 holders — while 26 added to existing stakes and 25 trimmed.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $9.18M. The largest seller was Charles Schwab, exiting entirely with an estimated $19.3M sold.

  • 83 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2020, up from 79 in Q1 2020.
  • Funds reported $116M of Fidelity MSCI Industrials Index ETF stock for Q2 2020, up 17% quarter-over-quarter.
  • 16 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2020 and 12 closed out, a net change of +4 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2020 was Beaumont Financial Advisors, an estimated $9.18M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2020 was Charles Schwab, an estimated $19.3M sold.

Based on aggregated 13F filings for Q2 2020.