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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
GWM
51
Geneos Wealth Management
Colorado
$316K +$278K +7,016 +1,039%
FTUS
52
Flow Traders U.S.
New York
$303K +$292K +7,352 New
UBS Group
53
UBS Group
Switzerland
$292K +$9.71K +245 +4%
AG
54
Advisor Group
Arizona
$270K -$39.7K -1,001 -13%
IC
55
InterOcean Capital
Illinois
$254K +$245K +6,168 New
CAN
56
Cetera Advisor Networks
California
$227K +$219K +5,516 New
CFP
57
Cornerstone Financial Partners
North Carolina
$215K +$216K +5,456 New
AB
58
Atlas Brown
Kentucky
$210K -$21.6K -546 -10%
IWMPD
59
Integrated Wealth Management (Palm Desert)
California
$205K +$198K +4,991 New
WA
60
WFG Advisors
Texas
$145K +$66.6K +1,680 +91%
YWP
61
YorkBridge Wealth Partners
New York
$128K
KF
62
Krilogy Financial
Missouri
$125K
HCA
63
Heck Capital Advisors
Wisconsin
$109K +$100K +2,522 +1,828%
JP Morgan Chase
64
JP Morgan Chase
New York
$96K +$4.96K +125 +6%
AA
65
Advisory Alpha
Michigan
$73K +$69.9K +1,763 New
MWM
66
Mascoma Wealth Management
New Hampshire
$66K
CFD
67
Creative Financial Designs
Indiana
$64K -$4.92K -124 -7%
PCFFS
68
Pacific Center for Financial Services
California
$64K
IA
69
IFP Advisors
Florida
$51K -$59.4K -1,498 -55%
MRCM
70
M&R Capital Management
New Jersey
$32K
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30K +$9.6K +242 +50%
NR
72
Newfound Research
Massachusetts
$27K +$26.4K +666 New
AF
73
Allworth Financial
California
$25K +$24K +606 New
Creative Planning
74
Creative Planning
Kansas
$8K -$15.9K -402 -66%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$8K

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.