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Fidelity MSCI Industrials Index ETF

95 hedge funds and large institutions have $162M invested in Fidelity MSCI Industrials Index ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $151M → $162M (+$11.4M)

7% more funds holding

Funds holding: 8995 (+6)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

0.51% more ownership

Funds ownership: 34.57%35.08% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
33
Reduced
31
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
$28M -$1.31M -32,001 -5%
Lido Advisors
2
Lido Advisors
California
$20.9M +$712K +17,332 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13M -$1.47M -35,818 -10%
Wells Fargo
4
Wells Fargo
California
$9.15M +$1.13M +27,625 +15%
SW
5
SVB Wealth
Massachusetts
$6.94M +$800K +19,479 +13%
PCS
6
Personal CFO Solutions
New Jersey
$5.56M -$203K -4,933 -4%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$4.82M +$627K +15,283 +15%
SIA
8
Soltis Investment Advisors
Utah
$4.69M +$4.58M +111,568 New
CPSAC
9
Chas P. Smith & Associates (CPS)
Florida
$4.52M +$975K +23,759 +28%
ST
10
Spinnaker Trust
Maine
$3.67M +$478K +11,645 +15%
BFA
11
Beaumont Financial Advisors
Massachusetts
$3.34M -$730K -17,789 -18%
Bank of America
12
Bank of America
North Carolina
$3.1M -$57.2K -1,393 -2%
LPL Financial
13
LPL Financial
California
$3.08M +$1.21M +29,409 +67%
Stifel Financial
14
Stifel Financial
Missouri
$2.95M -$40.2K -979 -1%
MWM
15
Maltin Wealth Management
New Jersey
$2.92M +$2.85M +69,367 New
Truist Financial
16
Truist Financial
North Carolina
$2.75M +$2.69M +65,546 New
AG
17
Advisor Group
Arizona
$2.66M -$325K -7,912 -11%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.47M -$64.1K -1,562 -3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.31M -$71.9K -1,752 -3%
Morgan Stanley
20
Morgan Stanley
New York
$2.3M -$817K -19,901 -27%
RJA
21
Raymond James & Associates
Florida
$2.17M +$126K +3,074 +6%
ECM
22
Exchange Capital Management
Michigan
$2.03M -$390K -9,488 -16%
NR
23
Newfound Research
Massachusetts
$1.99M -$46.2K -1,126 -2%
5L
24
55I LLC
Massachusetts
$1.8M +$1.28M +31,269 +273%
TCM
25
Traynor Capital Management
Pennsylvania
$1.49M +$59.7K +1,455 +4%

FIDU Hedge Fund Activity: Q4 2019 in Review

95 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q4 2019, worth a combined $162M — up 7.5% from $151M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FIDU positions and 11 closed out — a net gain of 7 holders — while 33 added to existing stakes and 31 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $2.69M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.54M sold.

  • 95 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q4 2019, up from 89 in Q3 2019.
  • Funds reported $162M of Fidelity MSCI Industrials Index ETF stock for Q4 2019, up 7.5% quarter-over-quarter.
  • 18 funds opened new Fidelity MSCI Industrials Index ETF positions in Q4 2019 and 11 closed out, a net change of +7 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q4 2019 was Truist Financial, an estimated $2.69M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q4 2019 was Citadel Advisors, an estimated $2.54M sold.

Based on aggregated 13F filings for Q4 2019.