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Fidelity MSCI Industrials Index ETF

35 hedge funds and large institutions have $41.3M invested in Fidelity MSCI Industrials Index ETF in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

467% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 3

91% more capital invested

Capital invested by funds: $21.6M → $41.3M (+$19.7M)

46% more funds holding

Funds holding: 2435 (+11)

3.17% less ownership

Funds ownership: 30.8%27.63% (-3.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
35
Holders Change
+11
Holders Change %
+45.83%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
17
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$6.1M -$2.48K -90 -0%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$5.99M +$5.92M +215,164 +4,487%
SG Americas Securities
3
SG Americas Securities
New York
$4.79M +$3.64M +132,484 +305%
BRCM
4
Bright Rock Capital Management
Massachusetts
$3.89M
LPL Financial
5
LPL Financial
California
$2.19M +$2.25M +81,814 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.93M +$1.47M +53,498 +305%
Citadel Advisors
7
Citadel Advisors
Florida
$1.78M +$1.8M +65,404 New
SPC
8
Sigma Planning Corp
Michigan
$1.6M +$1.62M +58,941 New
RW
9
Rand Wealth
Maryland
$1.56M +$78.1K +2,842 +5%
GA
10
Giralda Advisors
New York
$1.55M -$372K -13,534 -19%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.3M -$1.93M -70,291 -60%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.06M +$218K +7,932 +26%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$932K +$942K +34,251 New
CW
14
Cobiz Wealth
Colorado
$929K +$939K +34,134 New
AIG
15
American International Group
New York
$759K +$198K +7,195 +35%
CPSAC
16
Chas P. Smith & Associates (CPS)
Florida
$738K +$172K +6,272 +30%
TCM
17
Traynor Capital Management
Pennsylvania
$676K +$20.8K +756 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$588K +$248K +9,005 +71%
Morgan Stanley
19
Morgan Stanley
New York
$587K +$9.32K +339 +2%
Jane Street
20
Jane Street
New York
$514K +$520K +18,896 New
LA
21
Lynch & Associates
Indiana
$475K +$36.4K +1,325 +8%
SAM
22
Shamrock Asset Management
Texas
$374K +$378K +13,752 New
ASN
23
Advisory Services Network
Georgia
$335K +$15.8K +574 +5%
UBS Group
24
UBS Group
Switzerland
$191K +$44.7K +1,626 +30%
Wells Fargo
25
Wells Fargo
California
$116K +$58.3K +2,121 +98%

FIDU Hedge Fund Activity: Q4 2015 in Review

35 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q4 2015, worth a combined $41.3M — up 91% from $21.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FIDU positions and 1 closed out — a net gain of 11 holders — while 17 added to existing stakes and 3 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $5.92M. The largest seller was Susquehanna International Group, cutting an estimated $1.93M.

  • 35 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q4 2015, up from 24 in Q3 2015.
  • Funds reported $41.3M of Fidelity MSCI Industrials Index ETF stock for Q4 2015, up 91% quarter-over-quarter.
  • 12 funds opened new Fidelity MSCI Industrials Index ETF positions in Q4 2015 and 1 closed out, a net change of +11 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q4 2015 was Ladenburg Thalmann Financial Services, an estimated $5.92M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q4 2015 was Susquehanna International Group, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2015.