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Fidelity MSCI Industrials Index ETF

89 hedge funds and large institutions have $151M invested in Fidelity MSCI Industrials Index ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

5% more funds holding

Funds holding: 8589 (+4)

1.43% more ownership

Funds ownership: 33.13%34.57% (+1.4%)

1% more capital invested

Capital invested by funds: $150M → $151M (+$843K)

19% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 32

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
26
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$27.8M -$1.1M -27,890 -4%
Lido Advisors
2
Lido Advisors
California
$19.1M +$2.74M +69,706 +17%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.7M -$1.43M -36,414 -10%
Wells Fargo
4
Wells Fargo
California
$7.57M -$2.16M -54,872 -22%
SW
5
SVB Wealth
Massachusetts
$5.81M -$359K -9,124 -6%
PCS
6
Personal CFO Solutions
New Jersey
$5.47M +$5.4M +137,241 New
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$3.96M -$645K -16,372 -14%
BFA
8
Beaumont Financial Advisors
Massachusetts
$3.87M -$151K -3,839 -4%
CPSAC
9
Chas P. Smith & Associates (CPS)
Florida
$3.34M -$6.5K -165 -0.2%
ST
10
Spinnaker Trust
Maine
$3.01M -$4.65K -118 -0.2%
Bank of America
11
Bank of America
North Carolina
$3M -$709K -18,008 -19%
Morgan Stanley
12
Morgan Stanley
New York
$2.97M +$65.8K +1,671 +2%
Stifel Financial
13
Stifel Financial
Missouri
$2.84M -$25K -635 -0.9%
AG
14
Advisor Group
Arizona
$2.83M -$264K -6,702 -9%
Citadel Advisors
15
Citadel Advisors
Florida
$2.54M +$582K +14,774 +30%
SB
16
Suntrust Banks
Georgia
$2.53M -$49.6K -1,260 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.4M -$1.59M -40,360 -40%
NAM
18
NorthCoast Asset Management
Connecticut
$2.36M +$1.64M +41,716 +239%
ECM
19
Exchange Capital Management
Michigan
$2.3M +$34.8K +885 +2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.26M -$263K -6,686 -11%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.11M -$637K -16,191 -23%
RJA
22
Raymond James & Associates
Florida
$1.93M +$1.91M +48,527 New
NR
23
Newfound Research
Massachusetts
$1.93M -$67.7K -1,720 -3%
LPL Financial
24
LPL Financial
California
$1.75M +$699K +17,748 +68%
SPC
25
Sigma Planning Corp
Michigan
$1.51M -$136K -3,464 -8%

FIDU Hedge Fund Activity: Q3 2019 in Review

89 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2019, worth a combined $151M — up 0.56% from $150M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FIDU positions and 11 closed out — a net gain of 4 holders — while 26 added to existing stakes and 32 trimmed.

The largest buyer was Lido Advisors, adding an estimated $2.74M. The largest seller was HighTower Advisors, cutting an estimated $4.07M.

  • 89 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2019, up from 85 in Q2 2019.
  • Funds reported $151M of Fidelity MSCI Industrials Index ETF stock for Q3 2019, up 0.56% quarter-over-quarter.
  • 15 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2019 and 11 closed out, a net change of +4 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2019 was Lido Advisors, an estimated $2.74M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2019 was HighTower Advisors, an estimated $4.07M sold.

Based on aggregated 13F filings for Q3 2019.