Fidelity MSCI Industrials Index ETF
FIDU
85 hedge funds and large institutions have $150M invested in Fidelity MSCI Industrials Index ETF in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
12% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 26
5% more funds holding
Funds holding: 81 → 85 (+4)
3.82% less ownership
Funds ownership: 36.95% → 33.13% (-3.8%)
9% less capital invested
Capital invested by funds: $165M → $150M (-$15.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$6.02M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.31M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.25M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.01M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$932K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$16.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.8M |
| 3 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
-$1.79M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$1.35M |
| 5 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$1.17M |
FIDU Hedge Fund Activity: Q2 2019 in Review
85 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2019, worth a combined $150M — down 9.4% from $165M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FIDU positions and 7 closed out — a net gain of 6 holders — while 29 added to existing stakes and 26 trimmed.
The largest buyer was SVB Wealth, opening a new position worth an estimated $6.02M. The largest seller was Beaumont Financial Advisors, cutting an estimated $16.6M.
- 85 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2019, up from 81 in Q1 2019.
- Funds reported $150M of Fidelity MSCI Industrials Index ETF stock for Q2 2019, down 9.4% quarter-over-quarter.
- 13 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2019 and 7 closed out, a net change of +6 holders.
- The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2019 was SVB Wealth, an estimated $6.02M added.
- The largest Fidelity MSCI Industrials Index ETF seller in Q2 2019 was Beaumont Financial Advisors, an estimated $16.6M sold.
Based on aggregated 13F filings for Q2 2019.