Fidelity MSCI Industrials Index ETF
FIDU
21 hedge funds and large institutions have $90.9M invested in Fidelity MSCI Industrials Index ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
33% more capital invested
Capital invested by funds: $68.3M → $90.9M (+$22.6M)
11% more funds holding
Funds holding: 19 → 21 (+2)
2.47% less ownership
Funds ownership: 66.44% → 63.98% (-2.5%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$16.6M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$5.04M |
| 3 |
Goldman Sachs
New York
|
+$2.95M |
| 4 |
BRCM
Bright Rock Capital Management
Hanover,
Massachusetts
|
+$2.65M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.45M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.04M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$653K |
| 4 |
JG
Jefferies Group
New York
|
-$454K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$353K |
FIDU Hedge Fund Activity: Q3 2014 in Review
21 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2014, worth a combined $90.9M — up 33% from $68.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FIDU positions and 4 closed out — a net gain of 2 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $16.6M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.45M sold.
- 21 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2014, up from 19 in Q2 2014.
- Funds reported $90.9M of Fidelity MSCI Industrials Index ETF stock for Q3 2014, up 33% quarter-over-quarter.
- 6 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2014 and 4 closed out, a net change of +2 holders.
- The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2014 was Ladenburg Thalmann Financial Services, an estimated $16.6M added.
- The largest Fidelity MSCI Industrials Index ETF seller in Q3 2014 was Susquehanna International Group, an estimated $2.45M sold.
Based on aggregated 13F filings for Q3 2014.