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Fidelity MSCI Information Technology Index ETF

80 hedge funds and large institutions have $209M invested in Fidelity MSCI Information Technology Index ETF in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 3

94% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 16

31% more funds holding

Funds holding: 6180 (+19)

29% more capital invested

Capital invested by funds: $162M → $209M (+$46.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.31% less ownership

Funds ownership: 27.91%25.6% (-2.3%)

Holders
80
Holders Change
+19
Holders Change %
+31.15%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
31
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
26
Stone House Investment Management
Pennsylvania
$1.84M +$22.4K +564 +1%
Bank of America
27
Bank of America
North Carolina
$1.63M +$405K +10,213 +35%
FIM
28
Freedom Investment Management
Connecticut
$1.62M +$1.56M +39,395 New
PFM
29
Peak Financial Management
Massachusetts
$1.36M +$36.6K +923 +3%
AIA
30
Armor Investment Advisors
North Carolina
$1.34M +$149K +3,750 +13%
RCAG
31
Rehmann Capital Advisory Group
Michigan
$1.33M +$558K +14,076 +77%
VF
32
Virtu Financial
New York
$1.26M +$1.21M +30,534 New
SPC
33
Sigma Planning Corp
Michigan
$1.12M +$578K +14,571 +115%
BRWA
34
B. Riley Wealth Advisors
Florida
$936K +$902K +22,737 New
CPA
35
Court Place Advisors
Maryland
$755K +$19.8K +500 +3%
GRP
36
Global Retirement Partners
California
$679K +$654K +16,502 New
LA
37
Lynch & Associates
Indiana
$674K +$26.8K +676 +4%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$651K +$110K +2,772 +21%
AI
39
Atria Investments
North Carolina
$638K +$614K +15,494 New
LNC
40
Lincoln National Corp
Pennsylvania
$628K +$379K +9,557 +167%
LPL Financial
41
LPL Financial
California
$615K +$373K +9,418 +169%
FA
42
FMA Advisory
Pennsylvania
$507K +$489K +12,331 New
Mariner
43
Mariner
Kansas
$495K -$31.8K -803 -6%
WWM
44
Willingdon Wealth Management
North Carolina
$444K -$21.5K -542 -5%
MHS
45
M Holdings Securities
Oregon
$418K +$2.26K +57 +0.6%
SAM
46
Shamrock Asset Management
Texas
$415K +$340K +8,576 +570%
FAAS
47
First Allied Advisory Services
California
$394K +$352K +8,890 New
FA
48
FDx Advisors
Illinois
$360K -$285K -7,185 -45%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$359K -$564K -14,226 -62%
PAG
50
Private Advisor Group
New Jersey
$351K +$340K +8,581 New

FTEC Hedge Fund Activity: Q1 2017 in Review

80 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2017, worth a combined $209M — up 29% from $162M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FTEC positions and 3 closed out — a net gain of 20 holders — while 31 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $7.71M. The largest seller was Beaumont Financial Advisors, cutting an estimated $5.9M.

  • 80 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2017, up from 61 in Q4 2016.
  • Funds reported $209M of Fidelity MSCI Information Technology Index ETF stock for Q1 2017, up 29% quarter-over-quarter.
  • 23 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2017 and 3 closed out, a net change of +20 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2017 was Envestnet Asset Management, an estimated $7.71M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2017 was Beaumont Financial Advisors, an estimated $5.9M sold.

Based on aggregated 13F filings for Q1 2017.