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Fidelity MSCI Industrials Index ETF
FIDU

19 hedge funds and large institutions have $68.3M invested in Fidelity MSCI Industrials Index ETF in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

629% more capital invested

Capital invested by funds: $9.37M → $68.3M (+$58.9M)

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

90% more funds holding

Funds holding: 10 → 19 (+9)

48.85% more ownership

Funds ownership: 17.59% → 66.44% (+49%)

Holders
19
Holders Change
+9
Holders Change %
+90%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
6
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
Beaumont Financial Advisors
Massachusetts
+$26.6M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$24.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.81M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.46M
5
ACM
Argentus Capital Management
Texas
+$571K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$4.97M
2
Ameriprise
Ameriprise
Minnesota
-$61.7K
3
AIG
American International Group
New York
-$10.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$27M +$26.6M +957,958 New
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$24.9M +$24.5M +884,194 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.93M +$7.81M +281,433 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.45M +$1.46M +52,590 +153%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.11M +$273K +9,850 +15%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$693K +$564K +20,318 +476%
ACM
7
Argentus Capital Management
Texas
$579K +$571K +20,551 New
U
8
UBS
Switzerland
$573K +$28.2K +1,014 +5%
JG
9
Jefferies Group
New York
$454K – – –
KFS
10
KMS Financial Services
Washington
$381K +$375K +13,507 New
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$353K +$80.2K +2,887 +30%
Jane Street
12
Jane Street
New York
$324K +$320K +11,511 New
Morgan Stanley
13
Morgan Stanley
New York
$249K +$21.3K +767 +10%
Bank of America
14
Bank of America
North Carolina
$239K +$236K +8,497 New
Ameriprise
15
Ameriprise
Minnesota
$31K -$61.7K -2,224 -67%
SAM
16
Shamrock Asset Management
Texas
$27K +$26.7K +963 New
AIG
17
American International Group
New York
$23.4K -$10.4K -375 -31%
Creative Planning
18
Creative Planning
Kansas
$11K +$11K +395 New
WA
19
WFG Advisors
Texas
$5K +$4.86K +175 New
Goldman Sachs
20
Goldman Sachs
New York
– -$4.97M -181,831 Closed

FIDU Hedge Fund Activity: Q2 2014 in Review

19 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2014, worth a combined $68.3M — up 629% from $9.37M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FIDU positions and 1 closed out — a net gain of 9 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $26.6M. The largest seller was Goldman Sachs, exiting entirely with an estimated $4.97M sold.

  • 19 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2014, up from 10 in Q1 2014.
  • Funds reported $68.3M of Fidelity MSCI Industrials Index ETF stock for Q2 2014, up 629% quarter-over-quarter.
  • 10 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2014 and 1 closed out, a net change of +9 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2014 was Beaumont Financial Advisors, an estimated $26.6M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2014 was Goldman Sachs, an estimated $4.97M sold.

Based on aggregated 13F filings for Q2 2014.