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Fidelity MSCI Industrials Index ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 12 (+1)

83% more capital invested

Capital invested by funds: $134M → $244M (+$110M)

15% more funds holding

Funds holding: 6777 (+10)

10.53% more ownership

Funds ownership: 30.46%40.99% (+11%)

Holders
77
Holders Change
+10
Holders Change %
+14.93%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
40
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$80.7M +$83.6M +2,132,022 New
BFA
2
Beaumont Financial Advisors
Massachusetts
$36.6M +$17M +434,140 +81%
TPWA
3
TRUE Private Wealth Advisors
Oregon
$9.81M +$406K +10,341 +4%
LI
4
LVZ Inc
Michigan
$9.19M +$140K +3,559 +1%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$9.09M +$2.62M +66,854 +39%
PS
6
Portfolio Strategies
New York
$8.36M -$50.1K -1,278 -0.6%
FI
7
FormulaFolio Investments
Michigan
$6.87M +$2.18M +55,592 +44%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.46M +$858K +21,875 +15%
Lido Advisors
9
Lido Advisors
California
$5.39M +$2M +51,052 +56%
ASN
10
Advisory Services Network
Georgia
$4.77M +$782K +19,934 +19%
HighTower Advisors
11
HighTower Advisors
Illinois
$3.85M +$2.2M +55,997 +121%
FPGK
12
Financial Partners Group (Kansas)
Kansas
$3.74M +$3.07M +78,203 +380%
ST
13
Spinnaker Trust
Maine
$3.7M -$346K -8,831 -8%
VC
14
Vicus Capital
Pennsylvania
$3.44M +$43K +1,097 +1%
Morgan Stanley
15
Morgan Stanley
New York
$3.31M -$306K -7,810 -8%
RW
16
Rand Wealth
Maryland
$3.13M -$46.5K -1,185 -1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.09M +$243K +6,187 +8%
Wells Fargo
18
Wells Fargo
California
$3.07M -$282K -7,194 -8%
CPSAC
19
Chas P. Smith & Associates (CPS)
Florida
$2.86M -$23.1K -589 -0.8%
Jane Street
20
Jane Street
New York
$2.79M +$2.9M +73,830 New
SPC
21
Sigma Planning Corp
Michigan
$2.79M +$656K +16,731 +29%
NR
22
Newfound Research
Massachusetts
$2.71M +$362K +9,234 +15%
SB
23
Suntrust Banks
Georgia
$1.96M -$390K -9,954 -16%
WI
24
Wintrust Investments
Illinois
$1.84M +$89.6K +2,284 +5%
GRP
25
Global Retirement Partners
California
$1.84M +$592K +15,093 +45%

FIDU Hedge Fund Activity: Q1 2018 in Review

77 of the 4,363 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.