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Fidelity MSCI Industrials Index ETF

81 hedge funds and large institutions have $165M invested in Fidelity MSCI Industrials Index ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

47% more capital invested

Capital invested by funds: $112M → $165M (+$53M)

29% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 24

11% more funds holding

Funds holding: 7381 (+8)

5.13% more ownership

Funds ownership: 31.82%36.95% (+5.1%)

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
31
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$29M -$1.45M -39,289 -5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.2M +$24.3M +659,904 +2,614%
BFA
3
Beaumont Financial Advisors
Massachusetts
$20.2M +$19.5M +528,665 New
Lido Advisors
4
Lido Advisors
California
$16.4M +$2.15M +58,310 +16%
Wells Fargo
5
Wells Fargo
California
$8.95M +$1.84M +49,848 +27%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$5.53M +$4.25M +115,225 +390%
HighTower Advisors
7
HighTower Advisors
Illinois
$4.61M +$474K +12,852 +12%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.84M +$1.21M +32,928 +49%
Bank of America
9
Bank of America
North Carolina
$3.16M -$224K -6,067 -7%
CPSAC
10
Chas P. Smith & Associates (CPS)
Florida
$3.14M +$65.7K +1,783 +2%
NR
11
Newfound Research
Massachusetts
$3.06M +$2.95M +80,068 New
ST
12
Spinnaker Trust
Maine
$2.9M -$384K -10,428 -12%
Stifel Financial
13
Stifel Financial
Missouri
$2.71M -$735K -19,935 -22%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.56M +$198K +5,377 +9%
SB
15
Suntrust Banks
Georgia
$2.51M +$47.1K +1,277 +2%
FPGK
16
Financial Partners Group (Kansas)
Kansas
$2.18M -$812K -22,035 -28%
ECM
17
Exchange Capital Management
Michigan
$2.06M +$223K +6,044 +13%
ASN
18
Advisory Services Network
Georgia
$2M +$462K +12,546 +31%
Morgan Stanley
19
Morgan Stanley
New York
$1.98M -$7.56M -205,002 -80%
Citadel Advisors
20
Citadel Advisors
Florida
$1.88M +$1.81M +49,144 New
AG
21
Advisor Group
Arizona
$1.74M +$541K +14,669 +47%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.36M -$443K -12,027 -25%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.21M +$43.1K +1,170 +4%
TCM
24
Traynor Capital Management
Pennsylvania
$1.09M +$132K +3,580 +14%
SCA
25
Snowden Capital Advisors
New York
$987K +$112K +3,038 +13%

FIDU Hedge Fund Activity: Q1 2019 in Review

81 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2019, worth a combined $165M — up 47% from $112M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FIDU positions and 9 closed out — a net gain of 8 holders — while 31 added to existing stakes and 24 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $24.3M. The largest seller was TRUE Private Wealth Advisors, cutting an estimated $11.1M.

  • 81 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2019, up from 73 in Q4 2018.
  • Funds reported $165M of Fidelity MSCI Industrials Index ETF stock for Q1 2019, up 47% quarter-over-quarter.
  • 17 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2019 and 9 closed out, a net change of +8 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $24.3M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2019 was TRUE Private Wealth Advisors, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2019.