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Fidelity MSCI Information Technology Index ETF

85 hedge funds and large institutions have $210M invested in Fidelity MSCI Information Technology Index ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,700% more call options, than puts

Call options by funds: $252K | Put options by funds: $9K

147% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 17

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

6% more funds holding

Funds holding: 8085 (+5)

1% more capital invested

Capital invested by funds: $209M → $210M (+$1.16M)

3.63% less ownership

Funds ownership: 25.6%21.97% (-3.6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
42
Reduced
17
Closed
7
Calls
$252K
Puts
$9K
Net Calls
+$243K
Net Calls Change
+$243K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$406K +$33.7K +788 +9%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$365K -$7.69K -180 -2%
WPP
53
Whalerock Point Partners
Rhode Island
$341K +$342K +7,992 New
Wolverine Trading
54
Wolverine Trading
Illinois
$333K +$332K +7,772 New
VKH
55
Virtu KCG Holdings
New York
$333K +$333K +7,788 New
FAAS
56
First Allied Advisory Services
California
$314K -$64.6K -1,512 -17%
GWM
57
Geneos Wealth Management
Colorado
$304K -$24K -562 -7%
AIP
58
Ahrens Investment Partners
Louisiana
$290K +$290K +6,788 New
CFP
59
Cornerstone Financial Partners
North Carolina
$271K +$40.8K +955 +18%
AG
60
Advisor Group
Arizona
$261K -$19.7K -460 -7%
WA
61
WFG Advisors
Texas
$246K +$95.2K +2,228 +63%
SF
62
Synovus Financial
Georgia
$245K +$245K +5,743 New
CAN
63
Cetera Advisor Networks
California
$236K
AB
64
Atlas Brown
Kentucky
$233K +$15K +351 +7%
IC
65
InterOcean Capital
Illinois
$219K -$44.8K -1,048 -17%
MML Investors Services
66
MML Investors Services
Massachusetts
$200K +$200K +4,685 New
HCA
67
Heck Capital Advisors
Wisconsin
$159K +$45.2K +1,057 +40%
KF
68
Krilogy Financial
Missouri
$147K +$1.62K +38 +1%
YWP
69
YorkBridge Wealth Partners
New York
$127K
AA
70
Advisory Alpha
Michigan
$111K +$30.4K +711 +40%
NR
71
Newfound Research
Massachusetts
$104K +$76K +1,778 +267%
JP Morgan Chase
72
JP Morgan Chase
New York
$103K +$2.61K +61 +3%
MWM
73
Mascoma Wealth Management
New Hampshire
$72K +$3.42K +80 +5%
IA
74
IFP Advisors
Florida
$71K +$17.5K +410 +33%
PCFFS
75
Pacific Center for Financial Services
California
$66K

FTEC Hedge Fund Activity: Q2 2017 in Review

85 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2017, worth a combined $210M — up 0.55% from $209M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FTEC positions and 7 closed out — a net gain of 6 holders — while 42 added to existing stakes and 17 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $7.68M. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $28.4M sold.

  • 85 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2017, up from 80 in Q1 2017.
  • Funds reported $210M of Fidelity MSCI Information Technology Index ETF stock for Q2 2017, up 0.55% quarter-over-quarter.
  • 13 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2017 and 7 closed out, a net change of +6 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2017 was Cambridge Investment Research Advisors, an estimated $7.68M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2017 was FormulaFolio Investments, an estimated $28.4M sold.

Based on aggregated 13F filings for Q2 2017.