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Fidelity MSCI Industrials Index ETF

83 hedge funds and large institutions have $116M invested in Fidelity MSCI Industrials Index ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

17% more capital invested

Capital invested by funds: $99.7M → $116M (+$16.8M)

5% more funds holding

Funds holding: 7983 (+4)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

0.91% less ownership

Funds ownership: 34.6%33.7% (-0.91%)

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
26
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$20.9M +$1.65M +48,993 +9%
BFA
2
Beaumont Financial Advisors
Massachusetts
$9.79M +$9.18M +272,603 New
FSC
3
Full Sail Capital
Oklahoma
$8.91M +$222K +6,594 +3%
HighTower Advisors
4
HighTower Advisors
Illinois
$5.96M +$5.36M +159,156 +2,343%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.11M +$723K +21,475 +18%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.65M +$3.95M +117,192 +947%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.86M +$1.64M +48,785 +83%
EFSCE
8
Enterprise Financial Services Corp (EFSC)
Missouri
$3.67M +$2.94M +87,369 +593%
NAM
9
NorthCoast Asset Management
Connecticut
$3.55M +$2.73M +81,111 +457%
ST
10
Spinnaker Trust
Maine
$3.37M -$2.65M -78,794 -46%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.23M +$2.07M +61,374 +215%
Stifel Financial
12
Stifel Financial
Missouri
$2.84M -$236K -7,000 -8%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.6M -$1.76M -52,261 -42%
5L
14
55I LLC
Massachusetts
$2.54M +$380K +11,273 +19%
TCM
15
Traynor Capital Management
Pennsylvania
$2.49M +$108K +3,217 +5%
Truist Financial
16
Truist Financial
North Carolina
$2.43M -$80.1K -2,379 -3%
Wells Fargo
17
Wells Fargo
California
$2.21M +$734K +21,775 +55%
SW
18
SVB Wealth
Massachusetts
$2.21M -$1.86M -55,142 -47%
Morgan Stanley
19
Morgan Stanley
New York
$1.93M -$212K -6,286 -10%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.88M +$46.1K +1,367 +3%
Bank of America
21
Bank of America
North Carolina
$1.84M -$376K -11,156 -18%
RJA
22
Raymond James & Associates
Florida
$1.58M -$218K -6,480 -13%
ECM
23
Exchange Capital Management
Michigan
$1.51M -$175K -5,192 -11%
LPL Financial
24
LPL Financial
California
$1.43M +$305K +9,065 +29%
NR
25
Newfound Research
Massachusetts
$1.42M +$1.33M +39,441 New

FIDU Hedge Fund Activity: Q2 2020 in Review

83 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2020, worth a combined $116M — up 17% from $99.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FIDU positions and 12 closed out — a net gain of 4 holders — while 26 added to existing stakes and 25 trimmed.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $9.18M. The largest seller was Charles Schwab, exiting entirely with an estimated $19.3M sold.

  • 83 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2020, up from 79 in Q1 2020.
  • Funds reported $116M of Fidelity MSCI Industrials Index ETF stock for Q2 2020, up 17% quarter-over-quarter.
  • 16 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2020 and 12 closed out, a net change of +4 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2020 was Beaumont Financial Advisors, an estimated $9.18M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2020 was Charles Schwab, an estimated $19.3M sold.

Based on aggregated 13F filings for Q2 2020.