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Fidelity MSCI Industrials Index ETF

52 hedge funds and large institutions have $90.4M invested in Fidelity MSCI Industrials Index ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 13

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

7% more capital invested

Capital invested by funds: $84.7M → $90.4M (+$5.66M)

4% more funds holding

Funds holding: 5052 (+2)

0.2% more ownership

Funds ownership: 25.62%25.82% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
29
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$19.5M +$2.28M +66,780 +14%
TPWA
2
TRUE Private Wealth Advisors
Oregon
$10.4M -$320K -9,355 -3%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$5.37M +$141K +4,127 +3%
BRCM
4
Bright Rock Capital Management
Massachusetts
$5.29M -$250K -7,318 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.7M -$951K -27,825 -17%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.99M +$1.12M +32,713 +40%
VC
7
Vicus Capital
Pennsylvania
$3.12M +$35.1K +1,028 +1%
RW
8
Rand Wealth
Maryland
$2.81M +$261K +7,643 +10%
Morgan Stanley
9
Morgan Stanley
New York
$2.8M +$374K +10,926 +16%
Wells Fargo
10
Wells Fargo
California
$2.74M +$861K +25,183 +47%
ST
11
Spinnaker Trust
Maine
$2.69M -$799K -23,377 -23%
CPSAC
12
Chas P. Smith & Associates (CPS)
Florida
$2.6M +$80.3K +2,349 +3%
AWA
13
ARS Wealth Advisors
Florida
$2.53M +$269K +7,873 +12%
ASN
14
Advisory Services Network
Georgia
$2.37M +$906K +26,494 +64%
Lido Advisors
15
Lido Advisors
California
$2.01M +$500K +14,620 +34%
SPC
16
Sigma Planning Corp
Michigan
$1.51M +$800K +23,389 +117%
WI
17
Wintrust Investments
Illinois
$1.49M +$90.9K +2,659 +7%
AIA
18
Allegis Investment Advisors
Idaho
$1.24M -$1.94M -56,790 -61%
SB
19
Suntrust Banks
Georgia
$1.23M +$1.2M +35,222 New
LPL Financial
20
LPL Financial
California
$1.11M +$832K +24,348 +321%
Bank of America
21
Bank of America
North Carolina
$1.05M -$290K -8,473 -22%
Northern Trust
22
Northern Trust
Illinois
$848K
GRP
23
Global Retirement Partners
California
$800K -$24.7K -723 -3%
Goldman Sachs
24
Goldman Sachs
New York
$741K +$390K +11,406 +115%
Jane Street
25
Jane Street
New York
$723K +$268K +7,829 +60%

FIDU Hedge Fund Activity: Q2 2017 in Review

52 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2017, worth a combined $90.4M — up 6.7% from $84.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FIDU positions and 3 closed out — a net gain of 2 holders — while 29 added to existing stakes and 13 trimmed.

The largest buyer was Beaumont Financial Advisors, adding an estimated $2.28M. The largest seller was SG Americas Securities, exiting entirely with an estimated $2.48M sold.

  • 52 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2017, up from 50 in Q1 2017.
  • Funds reported $90.4M of Fidelity MSCI Industrials Index ETF stock for Q2 2017, up 6.7% quarter-over-quarter.
  • 5 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2017 and 3 closed out, a net change of +2 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2017 was Beaumont Financial Advisors, an estimated $2.28M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2017 was SG Americas Securities, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2017.