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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
LNC
51
Lincoln National Corp
Pennsylvania
$1.14M +$776K +14,641 +198%
LPL Financial
52
LPL Financial
California
$1.05M +$39.5K +745 +4%
TRCT
53
Tower Research Capital (TRC)
New York
$1.01M -$442K -8,337 -30%
Mariner
54
Mariner
Kansas
$975K +$358K +6,759 +56%
CPA
55
Court Place Advisors
Maryland
$947K +$1.96K +37 +0.2%
LA
56
Lynch & Associates
Indiana
$909K +$86.6K +1,633 +10%
SSWM
57
Smith Salley Wealth Management
North Carolina
$899K +$68.7K +1,296 +8%
Creative Planning
58
Creative Planning
Kansas
$781K +$292K +5,517 +58%
UBS Group
59
UBS Group
Switzerland
$761K -$200K -3,772 -20%
WWM
60
Willingdon Wealth Management
North Carolina
$727K +$43.8K +827 +6%
FA
61
FMA Advisory
Pennsylvania
$655K +$18.3K +346 +3%
UCFA
62
United Capital Financial Advisors
Texas
$649K +$663K +12,504 New
BMM
63
Buffington Mohr McNeal
Idaho
$635K
Citadel Advisors
64
Citadel Advisors
Florida
$626K +$640K +12,067 New
BCM
65
Brookstone Capital Management
Illinois
$619K +$632K +11,930 New
WPP
66
Whalerock Point Partners
Rhode Island
$598K +$118K +2,224 +24%
MHS
67
M Holdings Securities
Oregon
$582K +$13K +246 +2%
FAAS
68
First Allied Advisory Services
California
$577K +$182K +3,429 +44%
FI
69
FormulaFolio Investments
Michigan
$542K +$554K +10,455 New
FA
70
FDx Advisors
Illinois
$520K +$172K +3,252 +48%
HCA
71
Heck Capital Advisors
Wisconsin
$479K +$130K +2,445 +36%
Northern Trust
72
Northern Trust
Illinois
$479K -$39K -736 -7%
HCM
73
Hilton Capital Management
New York
$462K
AIP
74
Ahrens Investment Partners
Louisiana
$439K +$28.8K +543 +7%
RCA
75
Rowland Carmichael Advisors
Arizona
$434K +$443K +8,362 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.