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Fidelity MSCI Information Technology Index ETF
FTEC

51 hedge funds and large institutions have $166M invested in Fidelity MSCI Information Technology Index ETF in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

90% more capital invested

Capital invested by funds: $87.3M → $166M (+$78.3M)

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

9.72% more ownership

Funds ownership: 27.5% → 37.22% (+9.7%)

9% more funds holding

Funds holding: 47 → 51 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
24
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$39.3M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$24.4M
3
SMM
Stadion Money Management
Georgia
+$13.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$10.4M
5
BFA
Beaumont Financial Advisors
Massachusetts
+$5.5M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.96M
2
VC
Vicus Capital
Pennsylvania
-$5.9M
3
VF
Virtu Financial
New York
-$4.17M
4
Goldman Sachs
Goldman Sachs
New York
-$3.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$814K +$819K +24,772 New
FI
27
FormulaFolio Investments
Michigan
$702K +$707K +21,384 New
SPC
28
Sigma Planning Corp
Michigan
$617K +$152K +4,587 +32%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$609K -$8.96M -270,982 -94%
SAM
30
Shamrock Asset Management
Texas
$514K +$417K +12,607 +413%
AIA
31
Allegis Investment Advisors
Idaho
$416K +$419K +12,679 New
BRWA
32
B. Riley Wealth Advisors
Florida
$374K +$4.07K +123 +1%
MHS
33
M Holdings Securities
Oregon
$359K +$2.25K +68 +0.6%
SC
34
Stratford Consulting
Texas
$351K +$893 +27 +0.3%
BCM
35
Beck Capital Management
Texas
$307K – – –
UBS Group
36
UBS Group
Switzerland
$296K -$649K -19,634 -69%
LA
37
Lynch & Associates
Indiana
$296K +$22.4K +679 +8%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$274K +$47K +1,421 +21%
WWM
39
Willingdon Wealth Management
North Carolina
$268K +$270K +8,170 New
CPA
40
Court Place Advisors
Maryland
$243K – – –
ASN
41
Advisory Services Network
Georgia
$184K +$184K +5,574 +22,296%
IA
42
IFP Advisors
Florida
$145K +$146K +4,413 New
JP Morgan Chase
43
JP Morgan Chase
New York
$54K +$54.5K +1,650 New
WA
44
WFG Advisors
Texas
$32K +$7.6K +230 +30%
AFP
45
Ausdal Financial Partners
Iowa
$24K +$23.9K +722 New
Citigroup
46
Citigroup
New York
$23K -$2.65K -80 -10%
WEC
47
Winslow Evans & Crocker
Massachusetts
$11.3K – – –
Creative Planning
48
Creative Planning
Kansas
$7K – – –
DADC
49
D.A. Davidson & Co
Montana
$6K +$6.64K +201 New
MFS
50
MSI Financial Services
Massachusetts
$2K – – –
1
2
3

FTEC Hedge Fund Activity: Q4 2015 in Review

51 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2015, worth a combined $166M — up 90% from $87.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FTEC positions and 7 closed out — a net gain of 4 holders — while 24 added to existing stakes and 9 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $39.3M. The largest seller was Susquehanna International Group, cutting an estimated $8.96M.

  • 51 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2015, up from 47 in Q3 2015.
  • Funds reported $166M of Fidelity MSCI Information Technology Index ETF stock for Q4 2015, up 90% quarter-over-quarter.
  • 11 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2015 and 7 closed out, a net change of +4 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2015 was Envestnet Asset Management, an estimated $39.3M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2015 was Susquehanna International Group, an estimated $8.96M sold.

Based on aggregated 13F filings for Q4 2015.