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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
APA
76
American Portfolios Advisors
New York
$12.8K
GWMIA
77
Global Wealth Management Investment Advisory
Florida
$11K -$9.84K -250 -48%
FAAS
78
First Allied Advisory Services
California
$9K +$8.58K +218 New
TAIM
79
TD Ameritrade Investment Management
Nebraska
$8K +$7.87K +200 New
SIM
80
Sonora Investment Management
Arizona
$7K +$6.69K +170 New
EFSCE
81
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
BFEC
82
Benjamin F. Edwards & Company
Missouri
$5K
CFGS
83
Concourse Financial Group Securities
Alabama
$4K -$11.8K -300 -75%
BFC
84
Bedel Financial Consulting
Indiana
$4K
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$3K
KFS
86
Kelly Financial Services
Massachusetts
$2.06K +$39 +1 +2%
AIL
87
AGF Investments LLC
Ontario, Canada
$2K
AIA
88
Armor Investment Advisors
North Carolina
$1K +$1.14K +29 New
Mariner
89
Mariner
Kansas
-$243K -6,124 Closed
Baird Financial Group
90
Baird Financial Group
Wisconsin
-$222K -5,578 Closed
AssetMark Inc
91
AssetMark Inc
California
-$109K -2,733 Closed
TPWA
92
TRUE Private Wealth Advisors
Oregon
-$68K -1,733 Closed
ATC
93
Adirondack Trust Company
New York
-$29K -732 Closed
RCAG
94
Rehmann Capital Advisory Group
Michigan
-$23.7K -597 Closed
CWA
95
Clarus Wealth Advisors
Arizona
-$20K -515 Closed
Citigroup
96
Citigroup
New York
-$4K -100 Closed
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
-$4K -95 Closed
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
-$1K -26 Closed

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.