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Fidelity MSCI Information Technology Index ETF
FTEC

61 hedge funds and large institutions have $162M invested in Fidelity MSCI Information Technology Index ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 9

63% more capital invested

Capital invested by funds: $99.3M → $162M (+$62.9M)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

7% more funds holding

Funds holding: 57 → 61 (+4)

6.48% more ownership

Funds ownership: 21.43% → 27.91% (+6.5%)

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
28
Reduced
9
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$22.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.8M
3
BFA
Beaumont Financial Advisors
Massachusetts
+$10.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.67M
5
Goldman Sachs
Goldman Sachs
New York
+$3.18M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.88M
2
SG Americas Securities
SG Americas Securities
New York
-$2.71M
3
VKH
Virtu KCG Holdings
New York
-$636K
4
Northern Trust
Northern Trust
Illinois
-$567K
5
Mariner
Mariner
Kansas
-$517K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
26
Lido Advisors
California
$922K +$914K +24,990 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$847K +$457K +12,510 +120%
RCAG
28
Rehmann Capital Advisory Group
Michigan
$672K -$36.1K -987 -5%
CPA
29
Court Place Advisors
Maryland
$659K +$37.5K +1,025 +6%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$642K -$20.8K -570 -3%
FA
31
FDx Advisors
Illinois
$588K +$583K +15,934 New
LA
32
Lynch & Associates
Indiana
$580K +$104K +2,845 +22%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$482K +$91.1K +2,491 +24%
Mariner
34
Mariner
Kansas
$474K -$517K -14,133 -52%
SPC
35
Sigma Planning Corp
Michigan
$466K +$158K +4,325 +52%
WWM
36
Willingdon Wealth Management
North Carolina
$418K -$1.39K -38 -0.3%
MHS
37
M Holdings Securities
Oregon
$373K +$3.47K +95 +0.9%
AG
38
Advisor Group
Arizona
$279K +$32.8K +896 +13%
UBS Group
39
UBS Group
Switzerland
$253K +$3.11K +85 +1%
LNC
40
Lincoln National Corp
Pennsylvania
$211K -$13K -355 -6%
LPL Financial
41
LPL Financial
California
$207K +$204K +5,576 New
KF
42
Krilogy Financial
Missouri
$125K +$3.36K +92 +3%
YWP
43
YorkBridge Wealth Partners
New York
$111K +$110K +3,000 New
IA
44
IFP Advisors
Florida
$101K +$25K +685 +33%
JP Morgan Chase
45
JP Morgan Chase
New York
$82K – – –
WA
46
WFG Advisors
Texas
$68K +$73 +2 +0.1%
CFD
47
Creative Financial Designs
Indiana
$62K +$61.7K +1,687 New
MWM
48
Mascoma Wealth Management
New Hampshire
$59K +$58.5K +1,600 New
PCFFS
49
Pacific Center for Financial Services
California
$57K +$56.8K +1,553 New
SAM
50
Shamrock Asset Management
Texas
$56K +$55K +1,504 New
1
2
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FTEC Hedge Fund Activity: Q4 2016 in Review

61 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2016, worth a combined $162M — up 63% from $99.3M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FTEC positions and 12 closed out — a net gain of 5 holders — while 28 added to existing stakes and 9 trimmed.

The largest buyer was FormulaFolio Investments, adding an estimated $22.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.88M sold.

  • 61 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2016, up from 57 in Q3 2016.
  • Funds reported $162M of Fidelity MSCI Information Technology Index ETF stock for Q4 2016, up 63% quarter-over-quarter.
  • 17 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2016 and 12 closed out, a net change of +5 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2016 was FormulaFolio Investments, an estimated $22.1M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2016 was Citadel Advisors, an estimated $3.88M sold.

Based on aggregated 13F filings for Q4 2016.