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Fidelity MSCI Information Technology Index ETF

123 hedge funds and large institutions have $542M invested in Fidelity MSCI Information Technology Index ETF in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

107% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $633K

106% more capital invested

Capital invested by funds: $263M → $542M (+$280M)

96% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 26

21% more funds holding

Funds holding: 102123 (+21)

9.33% more ownership

Funds ownership: 19.29%28.62% (+9.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
123
Holders Change
+21
Holders Change %
+20.59%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
51
Reduced
26
Closed
12
Calls
$1.31M
Puts
$633K
Net Calls
+$679K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
Traynor Capital Management
Pennsylvania
$3.7M +$343K +6,475 +10%
BCI
27
Brinker Capital Investments
Pennsylvania
$3.68M
SHIM
28
Stone House Investment Management
Pennsylvania
$3.53M +$111K +2,092 +3%
VEA
29
Virtus ETF Advisers
New York
$3.22M -$430K -8,112 -12%
FIM
30
Freedom Investment Management
Connecticut
$3.18M -$365K -6,880 -10%
NR
31
Newfound Research
Massachusetts
$2.72M +$698K +13,174 +34%
Goldman Sachs
32
Goldman Sachs
New York
$2.59M
MIAN
33
Mariner Independent Advisor Network
Kansas
$2.53M +$2.59M +48,861 New
SCA
34
Snowden Capital Advisors
New York
$2.49M +$309K +5,838 +14%
ECM
35
Exchange Capital Management
Michigan
$2.41M +$562K +10,609 +30%
HighTower Advisors
36
HighTower Advisors
Illinois
$2.27M -$689K -12,992 -23%
AIA
37
Armor Investment Advisors
North Carolina
$2.09M +$192K +3,620 +10%
Bank of America
38
Bank of America
North Carolina
$2.07M -$1.52M -28,694 -42%
RCAG
39
Rehmann Capital Advisory Group
Michigan
$1.75M -$1.36M -25,663 -43%
PCM
40
Penserra Capital Management
California
$1.58M +$1.61M +30,404 New
AG
41
Advisor Group
Arizona
$1.55M +$1.25M +23,584 +379%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.54M +$1.15M +21,762 +272%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$1.48M +$312K +5,880 +26%
MA
44
Mutual Advisors
Nebraska
$1.4M +$75.3K +1,420 +6%
SG Americas Securities
45
SG Americas Securities
New York
$1.35M +$1.38M +25,992 New
AI
46
Atria Investments
North Carolina
$1.33M +$881K +16,630 +186%
PS
47
Portfolio Strategies
New York
$1.23M -$5.41K -102 -0.4%
GRP
48
Global Retirement Partners
California
$1.19M +$72K +1,358 +6%
WP
49
WealthSource Partners
California
$1.19M -$1.42M -26,778 -54%
VAM
50
Visionary Asset Management
Texas
$1.15M +$1.19M +22,454 New

FTEC Hedge Fund Activity: Q1 2018 in Review

123 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2018, worth a combined $542M — up 106% from $263M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FTEC positions and 12 closed out — a net gain of 22 holders — while 51 added to existing stakes and 26 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $181M. The largest seller was Bright Rock Capital Management, exiting entirely with an estimated $6.73M sold.

  • 123 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2018, up from 102 in Q4 2017.
  • Funds reported $542M of Fidelity MSCI Information Technology Index ETF stock for Q1 2018, up 106% quarter-over-quarter.
  • 34 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2018 and 12 closed out, a net change of +22 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2018 was Charles Schwab Investment Advisory, an estimated $181M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2018 was Bright Rock Capital Management, an estimated $6.73M sold.

Based on aggregated 13F filings for Q1 2018.