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Fidelity MSCI Industrials Index ETF

50 hedge funds and large institutions have $84.7M invested in Fidelity MSCI Industrials Index ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

19% more funds holding

Funds holding: 4250 (+8)

6% more capital invested

Capital invested by funds: $80.1M → $84.7M (+$4.63M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.19% less ownership

Funds ownership: 30.81%25.62% (-5.2%)

Holders
50
Holders Change
+8
Holders Change %
+19.05%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
24
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$16.5M -$4.42M -132,618 -21%
TPWA
2
TRUE Private Wealth Advisors
Oregon
$10.3M +$203K +6,096 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.47M +$836K +25,085 +18%
BRCM
4
Bright Rock Capital Management
Massachusetts
$5.35M
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$5.04M -$2.96M -88,852 -37%
ST
6
Spinnaker Trust
Maine
$3.38M -$173K -5,180 -5%
AIA
7
Allegis Investment Advisors
Idaho
$3.1M +$846K +25,401 +38%
VC
8
Vicus Capital
Pennsylvania
$2.97M -$299K -8,976 -9%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.75M +$254K +7,624 +10%
SG Americas Securities
10
SG Americas Securities
New York
$2.48M +$1.89M +56,760 +334%
RW
11
Rand Wealth
Maryland
$2.46M +$750K +22,516 +44%
CPSAC
12
Chas P. Smith & Associates (CPS)
Florida
$2.44M +$310K +9,296 +15%
Morgan Stanley
13
Morgan Stanley
New York
$2.34M +$51.4K +1,544 +2%
AWA
14
ARS Wealth Advisors
Florida
$2.18M +$1.04M +31,186 +93%
Wells Fargo
15
Wells Fargo
California
$1.8M +$1.19M +35,848 +202%
Lido Advisors
16
Lido Advisors
California
$1.48M +$996K +29,908 +226%
ASN
17
Advisory Services Network
Georgia
$1.39M +$1.38M +41,520 New
WI
18
Wintrust Investments
Illinois
$1.35M +$1.34M +40,210 New
HighTower Advisors
19
HighTower Advisors
Illinois
$1.31M +$1.31M +39,217 New
Bank of America
20
Bank of America
North Carolina
$1.29M +$99.9K +2,999 +8%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.05M +$526K +15,786 +101%
Northern Trust
22
Northern Trust
Illinois
$818K +$812K +24,369 New
GRP
23
Global Retirement Partners
California
$796K +$790K +23,711 New
CFD
24
Creative Financial Designs
Indiana
$725K -$27.4K -821 -4%
SPC
25
Sigma Planning Corp
Michigan
$670K +$126K +3,778 +23%

FIDU Hedge Fund Activity: Q1 2017 in Review

50 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2017, worth a combined $84.7M — up 5.8% from $80.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FIDU positions and 3 closed out — a net gain of 8 holders — while 24 added to existing stakes and 10 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $1.89M. The largest seller was Jane Street, cutting an estimated $4.81M.

  • 50 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2017, up from 42 in Q4 2016.
  • Funds reported $84.7M of Fidelity MSCI Industrials Index ETF stock for Q1 2017, up 5.8% quarter-over-quarter.
  • 11 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2017 and 3 closed out, a net change of +8 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2017 was SG Americas Securities, an estimated $1.89M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2017 was Jane Street, an estimated $4.81M sold.

Based on aggregated 13F filings for Q1 2017.