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Fidelity MSCI Industrials Index ETF

79 hedge funds and large institutions have $143M invested in Fidelity MSCI Industrials Index ETF in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 23

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

3% more funds holding

Funds holding: 7779 (+2)

9.26% less ownership

Funds ownership: 40.99%31.73% (-9.3%)

41% less capital invested

Capital invested by funds: $244M → $143M (-$101M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
30
Reduced
23
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$31.8M -$48.4M -1,273,427 -60%
TPWA
2
TRUE Private Wealth Advisors
Oregon
$9.88M +$270K +7,104 +3%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$9.09M
FI
4
FormulaFolio Investments
Michigan
$8.51M +$1.81M +47,692 +26%
PS
5
Portfolio Strategies
New York
$8.11M -$93.6K -2,464 -1%
Lido Advisors
6
Lido Advisors
California
$8.04M +$2.83M +74,397 +52%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.65M -$702K -18,472 -11%
HighTower Advisors
8
HighTower Advisors
Illinois
$3.88M +$105K +2,774 +3%
ST
9
Spinnaker Trust
Maine
$3.69M +$57.2K +1,505 +2%
FPGK
10
Financial Partners Group (Kansas)
Kansas
$3.56M -$102K -2,691 -3%
Jane Street
11
Jane Street
New York
$3.4M +$677K +17,821 +24%
RW
12
Rand Wealth
Maryland
$3.33M +$264K +6,956 +8%
ASN
13
Advisory Services Network
Georgia
$3.12M -$1.75M -46,133 -37%
CPSAC
14
Chas P. Smith & Associates (CPS)
Florida
$2.88M +$76.5K +2,014 +3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.68M -$357K -9,408 -12%
Morgan Stanley
16
Morgan Stanley
New York
$2.6M -$658K -17,313 -20%
Wells Fargo
17
Wells Fargo
California
$2.6M -$422K -11,096 -14%
SPC
18
Sigma Planning Corp
Michigan
$2.15M -$590K -15,520 -21%
SB
19
Suntrust Banks
Georgia
$2.12M +$118K +3,106 +6%
GRP
20
Global Retirement Partners
California
$1.87M +$72.1K +1,898 +4%
TRCT
21
Tower Research Capital (TRC)
New York
$1.48M +$1.52M +39,926 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.45M +$282K +7,429 +24%
ECM
23
Exchange Capital Management
Michigan
$1.41M +$226K +5,952 +19%
Northern Trust
24
Northern Trust
Illinois
$1.37M
MML Investors Services
25
MML Investors Services
Massachusetts
$1.24M +$2.93K +77 +0.2%