Fidelity MSCI Industrials Index ETF
FIDU
102 hedge funds and large institutions have $199M invested in Fidelity MSCI Industrials Index ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 5 closing their positions.
320% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 5
54% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 24
51% more capital invested
Capital invested by funds: $132M → $199M (+$67.2M)
19% more funds holding
Funds holding: 86 → 102 (+16)
2.1% more ownership
Funds ownership: 33.26% → 35.35% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$8.48M |
| 2 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$5.77M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$2.75M |
| 4 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
+$2.14M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$1.11M |
| 2 |
ST
Spinnaker Trust
Portland,
Maine
|
-$939K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$516K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$514K |
| 5 |
FSC
Full Sail Capital
Oklahoma City,
Oklahoma
|
-$432K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIL
101
AGF Investments LLC
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
NR
102
Newfound Research
Wellesley Hills,
Massachusetts
| – | -$1.11M | -27,551 | Closed |
|
103
Koshinski Asset Management
Decatur,
Illinois
| – | -$221 | -4,184 | Closed |
|
|
FHA
104
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$51K | -1,295 | Closed |
|
|
PFS
105
Prospera Financial Services
Dallas,
Texas
| – | -$50K | -1,250 | Closed |
|
FIDU Hedge Fund Activity: Q4 2020 in Review
102 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q4 2020, worth a combined $199M — up 51% from $132M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FIDU positions and 5 closed out — a net gain of 16 holders — while 37 added to existing stakes and 24 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $8.48M. The largest seller was Newfound Research, exiting entirely with an estimated $1.11M sold.
- 102 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q4 2020, up from 86 in Q3 2020.
- Funds reported $199M of Fidelity MSCI Industrials Index ETF stock for Q4 2020, up 51% quarter-over-quarter.
- 21 funds opened new Fidelity MSCI Industrials Index ETF positions in Q4 2020 and 5 closed out, a net change of +16 holders.
- The largest Fidelity MSCI Industrials Index ETF buyer in Q4 2020 was Kestra Advisory Services, an estimated $8.48M added.
- The largest Fidelity MSCI Industrials Index ETF seller in Q4 2020 was Newfound Research, an estimated $1.11M sold.
Based on aggregated 13F filings for Q4 2020.