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Fidelity MSCI Industrials Index ETF

52 hedge funds and large institutions have $104M invested in Fidelity MSCI Industrials Index ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $90.4M → $104M (+$13.9M)

2.35% more ownership

Funds ownership: 25.82%28.17% (+2.3%)

0% more funds holding

Funds holding: 5252 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
52
Holders Change
Holders Change %
0%
% 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
6
Increased
23
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$20.8M +$315K +8,966 +2%
TPWA
2
TRUE Private Wealth Advisors
Oregon
$10.7M -$225K -6,387 -2%
LI
3
LVZ Inc
Michigan
$8.55M +$8.22M +233,882 New
BRCM
4
Bright Rock Capital Management
Massachusetts
$5.55M
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$5.38M -$243K -6,918 -4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.1M -$805K -22,892 -17%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.4M -$761K -21,646 -19%
VC
8
Vicus Capital
Pennsylvania
$3.28M +$9.53K +271 +0.3%
Wells Fargo
9
Wells Fargo
California
$3.11M +$224K +6,381 +8%
Morgan Stanley
10
Morgan Stanley
New York
$2.94M -$5.66K -161 -0.2%
RW
11
Rand Wealth
Maryland
$2.92M -$34.2K -973 -1%
Lido Advisors
12
Lido Advisors
California
$2.83M +$668K +18,998 +33%
ST
13
Spinnaker Trust
Maine
$2.77M -$55.9K -1,590 -2%
CPSAC
14
Chas P. Smith & Associates (CPS)
Florida
$2.75M +$12K +342 +0.5%
AWA
15
ARS Wealth Advisors
Florida
$2.44M -$205K -5,831 -8%
ASN
16
Advisory Services Network
Georgia
$2.32M -$155K -4,409 -6%
NR
17
Newfound Research
Massachusetts
$2.19M +$1.71M +48,782 +443%
SB
18
Suntrust Banks
Georgia
$1.98M +$665K +18,921 +54%
WI
19
Wintrust Investments
Illinois
$1.65M +$79.1K +2,251 +5%
Goldman Sachs
20
Goldman Sachs
New York
$1.25M +$455K +12,937 +61%
SPC
21
Sigma Planning Corp
Michigan
$1.11M -$452K -12,846 -30%
Bank of America
22
Bank of America
North Carolina
$1.1M +$1.23K +35 +0.1%
GRP
23
Global Retirement Partners
California
$846K +$5.62K +160 +0.7%
Northern Trust
24
Northern Trust
Illinois
$776K -$110K -3,125 -13%
TCM
25
Traynor Capital Management
Pennsylvania
$739K +$7.63K +217 +1%

FIDU Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $104M — up 15% from $90.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FIDU positions and 5 closed out — a net gain of 1 holder — while 23 added to existing stakes and 18 trimmed.

The largest buyer was LVZ Inc, opening a new position worth an estimated $8.22M. The largest seller was Allegis Investment Advisors, exiting entirely with an estimated $1.24M sold.

  • 52 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $104M of Fidelity MSCI Industrials Index ETF stock for Q3 2017, up 15% quarter-over-quarter.
  • 6 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2017 and 5 closed out, a net change of +1 holder.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2017 was LVZ Inc, an estimated $8.22M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2017 was Allegis Investment Advisors, an estimated $1.24M sold.

Based on aggregated 13F filings for Q3 2017.