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Fidelity MSCI Information Technology Index ETF
FTEC

102 hedge funds and large institutions have $263M invested in Fidelity MSCI Information Technology Index ETF in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

96% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 23

23% more funds holding

Funds holding: 83 → 102 (+19)

13% more capital invested

Capital invested by funds: $233M → $263M (+$29.5M)

1.99% less ownership

Funds ownership: 21.29% → 19.29% (-2%)

Holders
102
Holders Change
+19
Holders Change %
+22.89%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
23
Increased
45
Reduced
23
Closed
4
Calls
$560K
Puts
–
Net Calls
+$560K
Net Calls Change
+$145K

Top Buyers

1
VFA
Virtus Fund Advisers
Connecticut
+$3.11M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.77M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.39M
4
TRCT
Tower Research Capital (TRC)
New York
+$1.37M
5
SHIM
Stone House Investment Management
Pennsylvania
+$1.14M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.42M
2
Northern Trust
Northern Trust
Illinois
-$2.32M
3
BFA
Beaumont Financial Advisors
Massachusetts
-$1.77M
4
AI
Atria Investments
North Carolina
-$618K
5
ST
Spinnaker Trust
Maine
-$608K
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
26
Virtus Fund Advisers
Connecticut
$3.15M +$3.11M +63,067 New
RCAG
27
Rehmann Capital Advisory Group
Michigan
$2.97M +$353K +7,168 +14%
HighTower Advisors
28
HighTower Advisors
Illinois
$2.83M -$6.2K -126 -0.2%
Goldman Sachs
29
Goldman Sachs
New York
$2.5M -$442K -8,983 -15%
WP
30
WealthSource Partners
California
$2.48M -$35K -710 -1%
SCA
31
Snowden Capital Advisors
New York
$2.11M +$508K +10,316 +32%
NR
32
Newfound Research
Massachusetts
$1.96M +$259K +5,266 +15%
AIA
33
Armor Investment Advisors
North Carolina
$1.83M +$125K +2,530 +7%
ECM
34
Exchange Capital Management
Michigan
$1.8M +$285K +5,788 +19%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.79M +$1.77M +35,858 New
PFM
36
Peak Financial Management
Massachusetts
$1.62M +$197 +4 +0%
Jane Street
37
Jane Street
New York
$1.49M -$5.07K -103 -0.3%
TRCT
38
Tower Research Capital (TRC)
New York
$1.39M +$1.37M +27,903 New
MA
39
Mutual Advisors
Nebraska
$1.28M +$1.26M +25,592 New
PS
40
Portfolio Strategies
New York
$1.19M +$1.17M +23,818 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$1.13M +$203K +4,131 +22%
GRP
42
Global Retirement Partners
California
$1.08M +$282K +5,725 +36%
LPL Financial
43
LPL Financial
California
$979K +$81.1K +1,648 +9%
UBS Group
44
UBS Group
Switzerland
$922K +$138K +2,802 +18%
CPA
45
Court Place Advisors
Maryland
$911K +$985 +20 +0.1%
PAG
46
Private Advisor Group
New Jersey
$871K +$45.8K +930 +6%
BAM
47
Belpointe Asset Management
Nevada
$832K +$820K +16,646 New
SSWM
48
Smith Salley Wealth Management
North Carolina
$802K +$790K +16,042 New
LA
49
Lynch & Associates
Indiana
$795K -$20K -406 -2%
RWP
50
RWA Wealth Partners
Massachusetts
$733K +$722K +14,659 New
1
2
3 4 5

FTEC Hedge Fund Activity: Q4 2017 in Review

102 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2017, worth a combined $263M — up 13% from $233M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FTEC positions and 4 closed out — a net gain of 19 holders — while 45 added to existing stakes and 23 trimmed.

The largest buyer was Virtus Fund Advisers, opening a new position worth an estimated $3.11M. The largest seller was Envestnet Asset Management, cutting an estimated $6.42M.

  • 102 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2017, up from 83 in Q3 2017.
  • Funds reported $263M of Fidelity MSCI Information Technology Index ETF stock for Q4 2017, up 13% quarter-over-quarter.
  • 23 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2017 and 4 closed out, a net change of +19 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2017 was Virtus Fund Advisers, an estimated $3.11M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2017 was Envestnet Asset Management, an estimated $6.42M sold.

Based on aggregated 13F filings for Q4 2017.