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Fidelity MSCI Information Technology Index ETF
FTEC

83 hedge funds and large institutions have $233M invested in Fidelity MSCI Information Technology Index ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

11% more capital invested

Capital invested by funds: $210M → $233M (+$23.2M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.68% less ownership

Funds ownership: 21.97% → 21.29% (-0.68%)

2% less funds holding

Funds holding: 85 → 83 (-2)

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
36
Reduced
29
Closed
6
Calls
$415K
Puts
–
Net Calls
+$415K
Net Calls Change
+$172K

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$3.7M
2
Wells Fargo
Wells Fargo
California
+$3.28M
3
Lido Advisors
Lido Advisors
California
+$1.84M
4
NR
Newfound Research
Massachusetts
+$1.42M
5
ECM
Exchange Capital Management
Michigan
+$1.36M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.61M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.29M
3
WP
WealthSource Partners
California
-$1.95M
4
LNC
Lincoln National Corp
Pennsylvania
-$1.04M
5
BRWA
B. Riley Wealth Advisors
Florida
-$932K
Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
26
Curi RMB Capital
Illinois
$2.59M -$27.2K -605 -1%
Bank of America
27
Bank of America
North Carolina
$2.53M +$236K +5,255 +11%
RCAG
28
Rehmann Capital Advisory Group
Michigan
$2.41M +$292K +6,488 +14%
WP
29
WealthSource Partners
California
$2.33M -$1.95M -43,373 -46%
SHIM
30
Stone House Investment Management
Pennsylvania
$1.97M -$85.1K -1,893 -4%
AIA
31
Armor Investment Advisors
North Carolina
$1.57M +$32.8K +730 +2%
NR
32
Newfound Research
Massachusetts
$1.57M +$1.42M +31,598 +1,293%
PFM
33
Peak Financial Management
Massachusetts
$1.5M -$25.9K -576 -2%
SCA
34
Snowden Capital Advisors
New York
$1.47M +$833K +18,538 +139%
ECM
35
Exchange Capital Management
Michigan
$1.39M +$1.36M +30,150 New
Jane Street
36
Jane Street
New York
$1.38M +$1.35M +29,923 New
AI
37
Atria Investments
North Carolina
$991K +$213K +4,748 +28%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$852K +$73.1K +1,626 +10%
CPA
39
Court Place Advisors
Maryland
$840K +$13.7K +305 +2%
LPL Financial
40
LPL Financial
California
$828K -$65K -1,445 -7%
LA
41
Lynch & Associates
Indiana
$753K -$15.2K -338 -2%
PAG
42
Private Advisor Group
New Jersey
$740K +$285K +6,347 +68%
GRP
43
Global Retirement Partners
California
$731K -$19.6K -436 -3%
UBS Group
44
UBS Group
Switzerland
$722K +$26.9K +598 +4%
BMM
45
Buffington Mohr McNeal
Idaho
$602K +$38.8K +863 +8%
FA
46
FMA Advisory
Pennsylvania
$580K -$21K -468 -4%
Mariner
47
Mariner
Kansas
$556K – – –
WWM
48
Willingdon Wealth Management
North Carolina
$545K +$43.8K +975 +9%
MHS
49
M Holdings Securities
Oregon
$512K -$4.58K -102 -0.9%
PFS
50
Prospera Financial Services
Texas
$486K -$51.5K -1,145 -10%
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FTEC Hedge Fund Activity: Q3 2017 in Review

83 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q3 2017, worth a combined $233M — up 11% from $210M a quarter earlier.

Fund positioning in FTEC was balanced in Q3 2017: 6 funds opened new positions, 6 closed out, 36 added to existing stakes and 29 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $3.7M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $4.61M.

  • 83 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q3 2017, down from 85 in Q2 2017.
  • Funds reported $233M of Fidelity MSCI Information Technology Index ETF stock for Q3 2017, up 11% quarter-over-quarter.
  • 6 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q3 2017 and 6 closed out, a net change of 0 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q3 2017 was Ladenburg Thalmann Financial Services, an estimated $3.7M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q3 2017 was Cambridge Investment Research Advisors, an estimated $4.61M sold.

Based on aggregated 13F filings for Q3 2017.