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Fidelity MSCI Information Technology Index ETF

57 hedge funds and large institutions have $99.3M invested in Fidelity MSCI Information Technology Index ETF in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

19% more funds holding

Funds holding: 4857 (+9)

3% more capital invested

Capital invested by funds: $96.1M → $99.3M (+$3.24M)

3.18% less ownership

Funds ownership: 24.61%21.43% (-3.2%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
57
Holders Change
+9
Holders Change %
+18.75%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
22
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$567K +$545K +15,507 New
Bank of America
27
Bank of America
North Carolina
$510K -$22.4K -637 -4%
VF
28
Virtu Financial
New York
$477K +$459K +13,062 New
LA
29
Lynch & Associates
Indiana
$470K +$57.6K +1,639 +15%
BRWA
30
B. Riley Wealth Advisors
Florida
$466K +$40.8K +1,161 +10%
WWM
31
Willingdon Wealth Management
North Carolina
$416K +$14.6K +415 +4%
CAN
32
Cetera Advisor Networks
California
$387K +$373K +10,600 New
Fidelity Investments
33
Fidelity Investments
Massachusetts
$386K +$371K +10,555 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$381K +$14.7K +419 +4%
MHS
35
M Holdings Securities
Oregon
$366K -$1.02K -29 -0.3%
ACM
36
Argentus Capital Management
Texas
$327K -$94K -2,675 -23%
SPC
37
Sigma Planning Corp
Michigan
$303K +$3.06K +87 +1%
PWM
38
Perigon Wealth Management
California
$290K +$279K +7,925 New
AIA
39
Allegis Investment Advisors
Idaho
$249K +$239K +6,802 New
UBS Group
40
UBS Group
Switzerland
$247K -$20.5K -584 -8%
AG
41
Advisor Group
Arizona
$244K +$17.9K +510 +8%
FI
42
FormulaFolio Investments
Michigan
$234K +$225K +6,415 New
LNC
43
Lincoln National Corp
Pennsylvania
$222K +$213K +6,068 New
TSS
44
Two Sigma Securities
New York
$212K +$204K +5,803 New
KF
45
Krilogy Financial
Missouri
$121K +$15.8K +449 +16%
JP Morgan Chase
46
JP Morgan Chase
New York
$81K +$6.68K +190 +9%
IA
47
IFP Advisors
Florida
$75K -$10.3K -293 -12%
WA
48
WFG Advisors
Texas
$67K +$105 +3 +0.2%
FTUS
49
Flow Traders U.S.
New York
$60K +$57.6K +1,639 New
MRCM
50
M&R Capital Management
New Jersey
$29K

FTEC Hedge Fund Activity: Q3 2016 in Review

57 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q3 2016, worth a combined $99.3M — up 3.4% from $96.1M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FTEC positions and 7 closed out — a net gain of 9 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $3.85M. The largest seller was Envestnet Asset Management, cutting an estimated $7.01M.

  • 57 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q3 2016, up from 48 in Q2 2016.
  • Funds reported $99.3M of Fidelity MSCI Information Technology Index ETF stock for Q3 2016, up 3.4% quarter-over-quarter.
  • 16 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q3 2016 and 7 closed out, a net change of +9 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q3 2016 was Commonwealth Equity Services, an estimated $3.85M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q3 2016 was Envestnet Asset Management, an estimated $7.01M sold.

Based on aggregated 13F filings for Q3 2016.