Fidelity MSCI Industrials Index ETF
FIDU
81 hedge funds and large institutions have $165M invested in Fidelity MSCI Industrials Index ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
47% more capital invested
Capital invested by funds: $112M → $165M (+$53M)
29% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 24
11% more funds holding
Funds holding: 73 → 81 (+8)
5.13% more ownership
Funds ownership: 31.82% → 36.95% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.3M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$19.5M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.25M |
| 4 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$2.95M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$11.1M |
| 2 |
Morgan Stanley
New York
|
-$7.56M |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$1.49M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$1.45M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$1.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Citigroup
New York
| $4K | – | – | – |
|
77
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | +$1.92K | +52 | New |
|
|
AIL
78
AGF Investments LLC
Toronto,
Ontario, Canada
| $2K | +$1.95K | +53 | +1,060% |
|
|
CA
79
Cetera Advisors
Denver,
Colorado
| $2K | +$2.21K | +60 | New |
|
|
KFS
80
Kelly Financial Services
Braintree,
Massachusetts
| $1.96K | +$1.88K | +51 | New |
|
|
81
Northern Trust
Chicago,
Illinois
| – | -$1.19M | -36,265 | Closed |
|
|
LNC
82
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$562K | -17,141 | Closed |
|
|
BCP
83
Blue Chip Partners
Farmington Hills,
Michigan
| – | -$224K | -6,830 | Closed |
|
|
SWP
84
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$211K | -6,430 | Closed |
|
|
CW
85
Cobiz Wealth
Denver,
Colorado
| – | -$210K | -6,415 | Closed |
|
|
RWA
86
River Wealth Advisors
Camp Hill,
Pennsylvania
| – | -$52K | -1,587 | Closed |
|
|
DWM
87
Destination Wealth Management
Walnut Creek,
California
| – | -$2K | -74 | Closed |
|
|
S
88
SignatureFD
Atlanta,
Georgia
| – | -$1K | -18 | Closed |
|
FIDU Hedge Fund Activity: Q1 2019 in Review
81 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2019, worth a combined $165M — up 47% from $112M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FIDU positions and 9 closed out — a net gain of 8 holders — while 31 added to existing stakes and 24 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $24.3M. The largest seller was TRUE Private Wealth Advisors, cutting an estimated $11.1M.
- 81 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2019, up from 73 in Q4 2018.
- Funds reported $165M of Fidelity MSCI Industrials Index ETF stock for Q1 2019, up 47% quarter-over-quarter.
- 17 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2019 and 9 closed out, a net change of +8 holders.
- The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $24.3M added.
- The largest Fidelity MSCI Industrials Index ETF seller in Q1 2019 was TRUE Private Wealth Advisors, an estimated $11.1M sold.
Based on aggregated 13F filings for Q1 2019.