Fidelity MSCI Industrials Index ETF
FIDU
37 hedge funds and large institutions have $77.2M invested in Fidelity MSCI Industrials Index ETF in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
19% more funds holding
Funds holding: 31 → 37 (+6)
10% less capital invested
Capital invested by funds: $85.3M → $77.2M (-$8.11M)
12.74% less ownership
Funds ownership: 62.5% → 49.75% (-13%)
47% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 17
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$5.89M |
| 2 |
ST
Spinnaker Trust
Portland,
Maine
|
+$3.74M |
| 3 |
Jane Street
New York
|
+$723K |
| 4 |
AIA
Allegis Investment Advisors
Idaho Falls,
Idaho
|
+$651K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$378K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.9M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$5.01M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$3.64M |
| 4 |
Goldman Sachs
New York
|
-$2.83M |
| 5 |
ACM
Argentus Capital Management
Dallas,
Texas
|
-$547K |
FIDU Hedge Fund Activity: Q2 2016 in Review
37 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2016, worth a combined $77.2M — down 9.5% from $85.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FIDU positions and 3 closed out — a net gain of 6 holders — while 9 added to existing stakes and 17 trimmed.
The largest buyer was TRUE Private Wealth Advisors, opening a new position worth an estimated $5.89M. The largest seller was Envestnet Asset Management, cutting an estimated $10.9M.
- 37 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2016, up from 31 in Q1 2016.
- Funds reported $77.2M of Fidelity MSCI Industrials Index ETF stock for Q2 2016, down 9.5% quarter-over-quarter.
- 9 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2016 and 3 closed out, a net change of +6 holders.
- The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2016 was TRUE Private Wealth Advisors, an estimated $5.89M added.
- The largest Fidelity MSCI Industrials Index ETF seller in Q2 2016 was Envestnet Asset Management, an estimated $10.9M sold.
Based on aggregated 13F filings for Q2 2016.