Fidelity MSCI Industrials Index ETF
FIDU
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.
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: 79 → 83 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$25.8M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$24.1M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$3.2M |
| 4 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$2.18M |
| 5 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$8.51M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$4.26M |
| 3 |
Jane Street
New York
|
-$2.1M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.46M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.23M |
FIDU Hedge Fund Activity: Q3 2018 in Review
83 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2018, worth a combined $196M — up 37% from $143M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FIDU positions and 13 closed out — a net gain of 4 holders — while 30 added to existing stakes and 27 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $25.8M. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $8.51M sold.
- 83 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2018, up from 79 in Q2 2018.
- Funds reported $196M of Fidelity MSCI Industrials Index ETF stock for Q3 2018, up 37% quarter-over-quarter.
- 17 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2018 and 13 closed out, a net change of +4 holders.
- The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $25.8M added.
- The largest Fidelity MSCI Industrials Index ETF seller in Q3 2018 was FormulaFolio Investments, an estimated $8.51M sold.
Based on aggregated 13F filings for Q3 2018.