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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
FA
51
FDx Advisors
Illinois
$441K -$1.39K -31 -0.3%
WPP
52
Whalerock Point Partners
Rhode Island
$425K +$54.4K +1,211 +15%
HCM
53
Hilton Capital Management
New York
$411K – – –
FAAS
54
First Allied Advisory Services
California
$394K +$53.3K +1,185 +16%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$362K -$30.4K -677 -8%
IC
56
InterOcean Capital
Illinois
$357K +$118K +2,622 +51%
AIP
57
Ahrens Investment Partners
Louisiana
$324K +$10.2K +227 +3%
GWM
58
Geneos Wealth Management
Colorado
$306K -$21.9K -488 -7%
CFP
59
Cornerstone Financial Partners
North Carolina
$299K +$6.52K +145 +2%
AG
60
Advisor Group
Arizona
$284K +$2.25K +50 +0.8%
HCA
61
Heck Capital Advisors
Wisconsin
$272K +$97.4K +2,168 +58%
Wolverine Trading
62
Wolverine Trading
Illinois
$257K -$98.6K -2,194 -28%
CAN
63
Cetera Advisor Networks
California
$255K – – –
SS
64
Sunbelt Securities
Texas
$239K +$232K +5,168 New
AB
65
Atlas Brown
Kentucky
$225K -$25.6K -570 -10%
MML Investors Services
66
MML Investors Services
Massachusetts
$213K -$3.42K -76 -2%
KSA
67
Ken Stern & Associates
California
$210K +$202K +4,490 New
KF
68
Krilogy Financial
Missouri
$153K -$4.9K -109 -3%
YWP
69
YorkBridge Wealth Partners
New York
$125K -$13.5K -300 -10%
IA
70
IFP Advisors
Florida
$119K +$41.4K +921 +56%
JP Morgan Chase
71
JP Morgan Chase
New York
$117K +$7.19K +160 +7%
MWM
72
Mascoma Wealth Management
New Hampshire
$97K +$19.1K +425 +25%
PCFFS
73
Pacific Center for Financial Services
California
$72K – – –
SAM
74
Shamrock Asset Management
Texas
$69K -$414K -9,214 -86%
CFD
75
Creative Financial Designs
Indiana
$60K – – –
1 2
3
4

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.