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Fidelity MSCI Industrials Index ETF

86 hedge funds and large institutions have $132M invested in Fidelity MSCI Industrials Index ETF in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

14% more capital invested

Capital invested by funds: $116M → $132M (+$15.7M)

4% more funds holding

Funds holding: 8386 (+3)

0.44% less ownership

Funds ownership: 33.7%33.26% (-0.44%)

Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
30
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$24.9M +$1.48M +37,845 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.39M +$4.07M +104,478 +81%
FSC
3
Full Sail Capital
Oklahoma
$9.23M -$193K -4,938 -2%
HighTower Advisors
4
HighTower Advisors
Illinois
$7.18M +$492K +12,607 +8%
Osaic Holdings
5
Osaic Holdings
Arizona
$6.87M +$2.48M +63,593 +59%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.34M -$361K -9,247 -6%
NAM
7
NorthCoast Asset Management
Connecticut
$4.67M +$680K +17,439 +18%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.16M +$537K +13,773 +15%
Truist Financial
9
Truist Financial
North Carolina
$4.1M +$1.35M +34,567 +51%
EFSCE
10
Enterprise Financial Services Corp (EFSC)
Missouri
$3.88M -$214K -5,477 -5%
Stifel Financial
11
Stifel Financial
Missouri
$3.48M +$301K +7,713 +10%
5L
12
55I LLC
Massachusetts
$3.13M +$282K +7,237 +10%
SI
13
Stephens Inc
Arkansas
$2.95M +$2.86M +73,385 New
ST
14
Spinnaker Trust
Maine
$2.66M -$1.07M -27,571 -29%
TCM
15
Traynor Capital Management
Pennsylvania
$2.58M -$318K -8,152 -12%
Bank of America
16
Bank of America
North Carolina
$2.35M +$289K +7,418 +14%
Morgan Stanley
17
Morgan Stanley
New York
$2.32M +$158K +4,055 +8%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.12M +$15.5K +398 +0.8%
SIA
19
Soltis Investment Advisors
Utah
$2.03M +$1.97M +50,520 New
RJA
20
Raymond James & Associates
Florida
$1.73M -$39.9K -1,024 -2%
KAS
21
Kestra Advisory Services
Texas
$1.72M +$1.67M +42,935 New
ECM
22
Exchange Capital Management
Michigan
$1.67M -$11.5K -294 -0.7%
SW
23
SVB Wealth
Massachusetts
$1.61M -$832K -21,334 -35%
LPL Financial
24
LPL Financial
California
$1.43M -$169K -4,337 -11%
EWM
25
EPG Wealth Management
Georgia
$1.4M +$115K +2,954 +9%

FIDU Hedge Fund Activity: Q3 2020 in Review

86 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q3 2020, worth a combined $132M — up 14% from $116M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FIDU positions and 10 closed out — a net gain of 4 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.07M. The largest seller was Beaumont Financial Advisors, cutting an estimated $9.66M.

  • 86 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q3 2020, up from 83 in Q2 2020.
  • Funds reported $132M of Fidelity MSCI Industrials Index ETF stock for Q3 2020, up 14% quarter-over-quarter.
  • 14 funds opened new Fidelity MSCI Industrials Index ETF positions in Q3 2020 and 10 closed out, a net change of +4 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $4.07M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q3 2020 was Beaumont Financial Advisors, an estimated $9.66M sold.

Based on aggregated 13F filings for Q3 2020.