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Fidelity MSCI Industrials Index ETF

42 hedge funds and large institutions have $80.1M invested in Fidelity MSCI Industrials Index ETF in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

30% more capital invested

Capital invested by funds: $61.6M → $80.1M (+$18.5M)

17% more funds holding

Funds holding: 3642 (+6)

10.08% less ownership

Funds ownership: 40.89%30.81% (-10%)

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
14
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$20.2M +$9.42M +302,820 +94%
TPWA
2
TRUE Private Wealth Advisors
Oregon
$9.89M +$3.1M +99,603 +49%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$7.7M +$743K +23,877 +11%
BRCM
4
Bright Rock Capital Management
Massachusetts
$5.13M
Jane Street
5
Jane Street
New York
$5.07M +$4.89M +157,276 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.44M +$3.35M +107,729 +358%
ST
7
Spinnaker Trust
Maine
$3.41M -$953K -30,607 -22%
VC
8
Vicus Capital
Pennsylvania
$3.14M +$3.04M +97,542 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.4M +$783K +25,150 +51%
Morgan Stanley
10
Morgan Stanley
New York
$2.19M +$982K +31,549 +86%
AIA
11
Allegis Investment Advisors
Idaho
$2.16M +$2.09M +67,083 New
CPSAC
12
Chas P. Smith & Associates (CPS)
Florida
$2.04M -$169K -5,442 -8%
RW
13
Rand Wealth
Maryland
$1.63M +$16.1K +517 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.26M +$1.02M +32,655 +514%
Bank of America
15
Bank of America
North Carolina
$1.15M +$1.05M +33,599 +1,710%
AWA
16
ARS Wealth Advisors
Florida
$1.08M +$1.05M +33,680 New
CFD
17
Creative Financial Designs
Indiana
$722K +$697K +22,404 New
LA
18
Lynch & Associates
Indiana
$601K -$5.79K -186 -1%
TCM
19
Traynor Capital Management
Pennsylvania
$595K +$1.52K +49 +0.3%
RCAG
20
Rehmann Capital Advisory Group
Michigan
$579K -$37.2K -1,196 -6%
FA
21
FDx Advisors
Illinois
$577K +$557K +17,904 New
Wells Fargo
22
Wells Fargo
California
$571K +$92K +2,956 +20%
SG Americas Securities
23
SG Americas Securities
New York
$548K -$1.49M -47,980 -74%
SPC
24
Sigma Planning Corp
Michigan
$522K +$504K +16,193 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$501K +$484K +15,559 New

FIDU Hedge Fund Activity: Q4 2016 in Review

42 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q4 2016, worth a combined $80.1M — up 30% from $61.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FIDU positions and 7 closed out — a net gain of 7 holders — while 14 added to existing stakes and 10 trimmed.

The largest buyer was Beaumont Financial Advisors, adding an estimated $9.42M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $13.9M sold.

  • 42 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q4 2016, up from 36 in Q3 2016.
  • Funds reported $80.1M of Fidelity MSCI Industrials Index ETF stock for Q4 2016, up 30% quarter-over-quarter.
  • 14 funds opened new Fidelity MSCI Industrials Index ETF positions in Q4 2016 and 7 closed out, a net change of +7 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q4 2016 was Beaumont Financial Advisors, an estimated $9.42M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2016.