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Fidelity MSCI Information Technology Index ETF

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: 12 (+1)

96% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 23

23% more funds holding

Funds holding: 83102 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
51
Willingdon Wealth Management
North Carolina
$660K +$68.8K +1,397 +12%
FA
52
FMA Advisory
Pennsylvania
$614K -$14.3K -291 -2%
BMM
53
Buffington Mohr McNeal
Idaho
$611K
Mariner
54
Mariner
Kansas
$601K
MHS
55
M Holdings Securities
Oregon
$548K -$5.71K -116 -1%
Northern Trust
56
Northern Trust
Illinois
$499K -$2.32M -47,033 -82%
Creative Planning
57
Creative Planning
Kansas
$476K +$469K +9,534 New
WPP
58
Whalerock Point Partners
Rhode Island
$465K +$5.22K +106 +1%
AI
59
Atria Investments
North Carolina
$446K -$618K -12,543 -58%
HCM
60
Hilton Capital Management
New York
$445K
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$399K +$7.73K +157 +2%
AIP
62
Ahrens Investment Partners
Louisiana
$396K +$44.3K +900 +13%
OCM
63
Orser Capital Management
Texas
$395K +$368K +7,478 New
FAAS
64
First Allied Advisory Services
California
$387K -$41.8K -848 -10%
LNC
65
Lincoln National Corp
Pennsylvania
$369K +$364K +7,396 New
HCA
66
Heck Capital Advisors
Wisconsin
$339K +$44.6K +906 +15%
FA
67
FDx Advisors
Illinois
$339K -$137K -2,777 -29%
GWM
68
Geneos Wealth Management
Colorado
$336K +$5.02K +102 +2%
CWS
69
Cypress Wealth Services
California
$326K +$321K +6,515 New
AG
70
Advisor Group
Arizona
$312K +$3.25K +66 +1%
AB
71
Atlas Brown
Kentucky
$307K +$41.6K +844 +17%
CAN
72
Cetera Advisor Networks
California
$301K +$25.4K +516 +9%
Wolverine Trading
73
Wolverine Trading
Illinois
$278K -$689 -14 -0.3%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$274K +$270K +5,485 New
SS
75
Sunbelt Securities
Texas
$267K +$8.42K +171 +3%

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.