Fidelity MSCI Information Technology Index ETF
FTEC
35 hedge funds and large institutions have $120M invested in Fidelity MSCI Information Technology Index ETF in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.
375% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 4
59% more funds holding
Funds holding: 22 → 35 (+13)
34% more capital invested
Capital invested by funds: $89.5M → $120M (+$30.5M)
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
0.64% less ownership
Funds ownership: 39.96% → 39.32% (-0.64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$14.9M |
| 2 |
Goldman Sachs
New York
|
+$7.05M |
| 3 |
SG Americas Securities
New York
|
+$3.07M |
| 4 |
ST
Spinnaker Trust
Portland,
Maine
|
+$2.09M |
| 5 |
RW
Rand Wealth
Baltimore,
Maryland
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.72M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.79M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.74M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$1.22M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$926K |
FTEC Hedge Fund Activity: Q4 2014 in Review
35 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2014, worth a combined $120M — up 34% from $89.5M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FTEC positions and 4 closed out — a net gain of 15 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $14.9M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $6.72M sold.
- 35 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2014, up from 22 in Q3 2014.
- Funds reported $120M of Fidelity MSCI Information Technology Index ETF stock for Q4 2014, up 34% quarter-over-quarter.
- 19 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2014 and 4 closed out, a net change of +15 holders.
- The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2014 was Ladenburg Thalmann Financial Services, an estimated $14.9M added.
- The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2014 was Envestnet Asset Management, an estimated $6.72M sold.
Based on aggregated 13F filings for Q4 2014.