Fidelity MSCI Industrials Index ETF
FIDU
73 hedge funds and large institutions have $112M invested in Fidelity MSCI Industrials Index ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 22 closing their positions.
7.29% less ownership
Funds ownership: 39.12% → 31.82% (-7.3%)
12% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 26
12% less funds holding
Funds holding: 83 → 73 (-10)
36% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 22
43% less capital invested
Capital invested by funds: $196M → $112M (-$83.6M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.75M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.93M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$3.32M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.79M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$2.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$24.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$22.8M |
| 3 |
PS
Portfolio Strategies
Monsey,
New York
|
-$8.73M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$3.7M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.84M |
FIDU Hedge Fund Activity: Q4 2018 in Review
73 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q4 2018, worth a combined $112M — down 43% from $196M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of FIDU and 14 opened new positions — a net loss of 8 holders — while 26 trimmed existing stakes and 23 added.
The largest buyer was Morgan Stanley, adding an estimated $6.75M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $24.7M sold.
- 73 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q4 2018, down from 83 in Q3 2018.
- Funds reported $112M of Fidelity MSCI Industrials Index ETF stock for Q4 2018, down 43% quarter-over-quarter.
- 14 funds opened new Fidelity MSCI Industrials Index ETF positions in Q4 2018 and 22 closed out, a net change of -8 holders.
- The largest Fidelity MSCI Industrials Index ETF buyer in Q4 2018 was Morgan Stanley, an estimated $6.75M added.
- The largest Fidelity MSCI Industrials Index ETF seller in Q4 2018 was Beaumont Financial Advisors, an estimated $24.7M sold.
Based on aggregated 13F filings for Q4 2018.