Fidelity MSCI Industrials Index ETF
FIDU
77 hedge funds and large institutions have $244M invested in Fidelity MSCI Industrials Index ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 14 reducing their positions, and 6 closing their positions.
186% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 14
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
83% more capital invested
Capital invested by funds: $134M → $244M (+$110M)
15% more funds holding
Funds holding: 67 → 77 (+10)
10.53% more ownership
Funds ownership: 30.46% → 40.99% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$83.6M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$17M |
| 3 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
+$3.07M |
| 4 |
Jane Street
New York
|
+$2.9M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRCM
Bright Rock Capital Management
Hanover,
Massachusetts
|
-$5.88M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$2.29M |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$551K |
| 4 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$540K |
| 5 |
AWA
ARS Wealth Advisors
St. Petersburg,
Florida
|
-$481K |
FIDU Hedge Fund Activity: Q1 2018 in Review
77 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2018, worth a combined $244M — up 83% from $134M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FIDU positions and 6 closed out — a net gain of 10 holders — while 40 added to existing stakes and 14 trimmed.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $83.6M. The largest seller was Bright Rock Capital Management, exiting entirely with an estimated $5.88M sold.
- 77 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2018, up from 67 in Q4 2017.
- Funds reported $244M of Fidelity MSCI Industrials Index ETF stock for Q1 2018, up 83% quarter-over-quarter.
- 16 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2018 and 6 closed out, a net change of +10 holders.
- The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2018 was Charles Schwab Investment Advisory, an estimated $83.6M added.
- The largest Fidelity MSCI Industrials Index ETF seller in Q1 2018 was Bright Rock Capital Management, an estimated $5.88M sold.
Based on aggregated 13F filings for Q1 2018.