We are live on ! Find out more
FIDU icon

Fidelity MSCI Industrials Index ETF

86 hedge funds and large institutions have $132M invested in Fidelity MSCI Industrials Index ETF in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

14% more capital invested

Capital invested by funds: $116M → $132M (+$15.7M)

4% more funds holding

Funds holding: 8386 (+3)

0.44% less ownership

Funds ownership: 33.7%33.26% (-0.44%)

Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
30
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
51
HBW Advisory Services
California
$304K +$295K +7,568 New
MAFM
52
Mid Atlantic Financial Management
Pennsylvania
$276K +$244K +6,267 New
DOA
53
D'Orazio & Associates
Virginia
$265K
IA
54
IFP Advisors
Florida
$244K +$16.3K +417 +7%
WPP
55
Whalerock Point Partners
Rhode Island
$236K -$220K -5,654 -96%
AIA
56
Armor Investment Advisors
North Carolina
$232K +$133K +3,420 +145%
SS
57
Sunbelt Securities
Texas
$226K -$1.64K -42 -0.7%
UBS Group
58
UBS Group
Switzerland
$218K -$1.05K -27 -0.5%
CA
59
Continuum Advisory
Idaho
$209K +$203K +5,210 New
MHR
60
Matthew Hamilton Rosenberg
$143K
AWA
61
Arkadios Wealth Advisors
Georgia
$135K +$156 +4 +0.1%
GWM
62
Geneos Wealth Management
Colorado
$113K
Simplex Trading
63
Simplex Trading
Illinois
$100K +$97.2K +2,492 New
TPWA
64
TRUE Private Wealth Advisors
Oregon
$69K
Franklin Resources
65
Franklin Resources
California
$68K
EIP
66
Ellis Investment Partners
Pennsylvania
$60K +$234 +6 +0.4%
FHA
67
Flagship Harbor Advisors
Massachusetts
$51K +$7.6K +195 +18%
PFS
68
Prospera Financial Services
Texas
$50K +$48.7K +1,250 New
CFGS
69
Concourse Financial Group Securities
Alabama
$26K -$97.5K -2,500 -80%
AIC
70
Archer Investment Corporation
Indiana
$21.1K
CFD
71
Creative Financial Designs
Indiana
$21K +$39 +1 +0.2%
CICI
72
Capital Investment Counsel Inc
North Carolina
$18K
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$2.85K -73 -15%
SFS
74
Sowell Financial Services
Arkansas
$8K
EW
75
Element Wealth
Mississippi
$7K +$39 +1 +0.6%

FIDU Hedge Fund Activity: Q3 2020 in Review

86 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2020, worth a combined $132M — up 14% from $116M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FIDU positions and 10 closed out — a net gain of 4 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.07M. The largest seller was Beaumont Financial Advisors, cutting an estimated $9.66M.

  • 86 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2020, up from 83 in Q2 2020.
  • Funds reported $132M of Fidelity MSCI Industrials Index ETF stock for Q3 2020, up 14% quarter-over-quarter.
  • 14 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2020 and 10 closed out, a net change of +4 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $4.07M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2020 was Beaumont Financial Advisors, an estimated $9.66M sold.

Based on aggregated 13F filings for Q3 2020.