Fidelity MSCI Industrials Index ETF
FIDU
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.
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: 77 → 79 (+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: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$2.83M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$1.81M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.52M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$986K |
| 5 |
Jane Street
New York
|
+$677K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$48.4M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$36.6M |
| 3 |
LI
LVZ Inc
Holland,
Michigan
|
-$9.19M |
| 4 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$3.44M |
| 5 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$2.71M |
FIDU Hedge Fund Activity: Q2 2018 in Review
79 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2018, worth a combined $143M — down 41% from $244M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FIDU positions and 14 closed out — a net gain of 2 holders — while 30 added to existing stakes and 23 trimmed.
The largest buyer was Lido Advisors, adding an estimated $2.83M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $48.4M.
- 79 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2018, up from 77 in Q1 2018.
- Funds reported $143M of Fidelity MSCI Industrials Index ETF stock for Q2 2018, down 41% quarter-over-quarter.
- 16 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2018 and 14 closed out, a net change of +2 holders.
- The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2018 was Lido Advisors, an estimated $2.83M added.
- The largest Fidelity MSCI Industrials Index ETF seller in Q2 2018 was Charles Schwab Investment Advisory, an estimated $48.4M sold.
Based on aggregated 13F filings for Q2 2018.