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Fidelity MSCI Industrials Index ETF

10 hedge funds and large institutions have $9.37M invested in Fidelity MSCI Industrials Index ETF in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

100% more funds holding

Funds holding: 510 (+5)

74% more capital invested

Capital invested by funds: $5.37M → $9.37M (+$4M)

1.91% more ownership

Funds ownership: 15.68%17.59% (+1.9%)

Holders
10
Holders Change
+5
Holders Change %
+100%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$4.97M +$1.22M +45,417 +33%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.77M +$1.75M +64,913 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$937K +$51.3K +1,906 +6%
U
4
UBS
Switzerland
$528K +$351K +13,019 +207%
JG
5
Jefferies Group
New York
$440K +$434K +16,108 New
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$264K +$260K +9,645 New
Morgan Stanley
7
Morgan Stanley
New York
$220K +$217K +8,058 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$117K -$424K -15,763 -79%
Ameriprise
9
Ameriprise
Minnesota
$91K +$67K +2,487 +301%
AIG
10
American International Group
New York
$32.9K +$32.4K +1,205 New

FIDU Hedge Fund Activity: Q1 2014 in Review

10 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2014, worth a combined $9.37M — up 74% from $5.37M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FIDU positions and 0 closed out — a net gain of 5 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $1.75M. The largest seller was Royal Bank of Canada, cutting an estimated $424K.

  • 10 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2014, up from 5 in Q4 2013.
  • Funds reported $9.37M of Fidelity MSCI Industrials Index ETF stock for Q1 2014, up 74% quarter-over-quarter.
  • 5 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2014 and 0 closed out, a net change of +5 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2014 was Commonwealth Equity Services, an estimated $1.75M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2014 was Royal Bank of Canada, an estimated $424K sold.

Based on aggregated 13F filings for Q1 2014.