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Fidelity MSCI Industrials Index ETF

83 hedge funds and large institutions have $196M invested in Fidelity MSCI Industrials Index ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $143M → $196M (+$53.3M)

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

7.39% more ownership

Funds ownership: 31.73%39.12% (+7.4%)

5% more funds holding

Funds holding: 7983 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
30
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$33.5M -$965K -24,581 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.4M +$25.8M +657,681 New
BFA
3
Beaumont Financial Advisors
Massachusetts
$24.7M +$24.1M +614,934 New
Lido Advisors
4
Lido Advisors
California
$12M +$3.2M +81,485 +38%
TPWA
5
TRUE Private Wealth Advisors
Oregon
$11.8M +$1.11M +28,244 +11%
PS
6
Portfolio Strategies
New York
$8.73M -$63.4K -1,615 -0.7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.89M -$228K -5,819 -4%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$5.31M -$4.26M -108,446 -45%
HighTower Advisors
9
HighTower Advisors
Illinois
$4.64M +$422K +10,750 +10%
ASN
10
Advisory Services Network
Georgia
$4.26M +$1.03M +26,173 +33%
ST
11
Spinnaker Trust
Maine
$4.17M +$172K +4,385 +4%
RW
12
Rand Wealth
Maryland
$3.65M +$40K +1,020 +1%
FPGK
13
Financial Partners Group (Kansas)
Kansas
$3.52M -$335K -8,527 -9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.27M +$354K +9,023 +12%
CPSAC
15
Chas P. Smith & Associates (CPS)
Florida
$3.15M +$28.1K +716 +0.9%
Morgan Stanley
16
Morgan Stanley
New York
$2.79M -$24.6K -626 -0.9%
NAM
17
NorthCoast Asset Management
Connecticut
$2.23M +$2.18M +55,451 New
SB
18
Suntrust Banks
Georgia
$2.17M +$47.3K +1,206 +2%
NR
19
Newfound Research
Massachusetts
$2.09M +$2.04M +51,928 New
LPL Financial
20
LPL Financial
California
$1.95M +$1.14M +29,073 +149%
GRP
21
Global Retirement Partners
California
$1.94M -$83.5K -2,127 -4%
Wells Fargo
22
Wells Fargo
California
$1.93M -$862K -21,971 -31%
SPC
23
Sigma Planning Corp
Michigan
$1.72M -$603K -15,371 -26%
ECM
24
Exchange Capital Management
Michigan
$1.58M +$51.7K +1,318 +3%
Jane Street
25
Jane Street
New York
$1.53M -$2.1M -53,616 -59%