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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
6
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$16.6M
2
BFA
Beaumont Financial Advisors
Massachusetts
+$5.04M
3
Goldman Sachs
Goldman Sachs
New York
+$2.95M
4
BRCM
Bright Rock Capital Management
Massachusetts
+$2.65M
5
VKH
Virtu KCG Holdings
New York
+$1.17M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.45M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.04M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$653K
4
JG
Jefferies Group
New York
-$454K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$353K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$40.5M +$16.6M +597,063 +68%
BFA
2
Beaumont Financial Advisors
Massachusetts
$31.2M +$5.04M +181,294 +19%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.67M -$1.04M -37,365 -13%
Goldman Sachs
4
Goldman Sachs
New York
$2.9M +$2.95M +106,117 New
BRCM
5
Bright Rock Capital Management
Massachusetts
$2.6M +$2.65M +95,100 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.27M +$230K +8,271 +11%
VKH
7
Virtu KCG Holdings
New York
$1.15M +$1.17M +42,161 New
Jane Street
8
Jane Street
New York
$1.01M +$705K +25,347 +220%
ACM
9
Argentus Capital Management
Texas
$708K +$148K +5,330 +26%
U
10
UBS
Switzerland
$533K -$23.6K -849 -4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$397K +$404K +14,534 New
KFS
12
KMS Financial Services
Washington
$355K -$14.7K -529 -4%
Morgan Stanley
13
Morgan Stanley
New York
$238K -$3.9K -140 -2%
RW
14
Rand Wealth
Maryland
$223K +$226K +8,137 New
Bank of America
15
Bank of America
North Carolina
$146K -$88.3K -3,174 -37%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$31K -$653K -23,455 -95%
WA
17
WFG Advisors
Texas
$28K +$23.6K +847 +484%
Ameriprise
18
Ameriprise
Minnesota
$18K -$11.9K -427 -39%
Creative Planning
19
Creative Planning
Kansas
$11K – – –
AIG
20
American International Group
New York
$9.54K -$13.4K -481 -58%
Citigroup
21
Citigroup
New York
$8K +$8.35K +300 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
– -$2.45M -86,884 Closed
JG
23
Jefferies Group
New York
– -$454K -16,108 Closed
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
– -$353K -12,532 Closed
SAM
25
Shamrock Asset Management
Texas
– -$26.8K -963 Closed

FIDU Hedge Fund Activity: Q3 2014 in Review

21 of the 3,446 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.