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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
MML Investors Services
76
MML Investors Services
Massachusetts
$255K +$24K +488 +11%
IA
77
IFP Advisors
Florida
$228K +$97.6K +1,982 +77%
KSA
78
Ken Stern & Associates
California
$223K -$1.82K -37 -0.8%
SWP
79
Stratos Wealth Partners
Ohio
$194K +$191K +3,880 New
AA
80
Advisory Alpha
Michigan
$190K +$176K +3,565 New
JP Morgan Chase
81
JP Morgan Chase
New York
$182K +$53.3K +1,082 +42%
AP
82
Advisors Preferred
Maryland
$180K +$177K +3,595 New
KF
83
Krilogy Financial
Missouri
$158K -$7.88K -160 -5%
CA
84
Calton & Associates
Florida
$150K +$136K +2,771 New
YWP
85
YorkBridge Wealth Partners
New York
$100K -$34.5K -700 -26%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$97K +$55.4K +1,125 +139%
MSA
87
Marino Stram & Associates
Massachusetts
$91K +$89.9K +1,826 New
PCFFS
88
Pacific Center for Financial Services
California
$78K
SAM
89
Shamrock Asset Management
Texas
$75K
AF
90
Allworth Financial
California
$70K +$39K +792 +131%
FGC
91
Financial Gravity Companies
Texas
$43K +$39.8K +808 New
MRCM
92
M&R Capital Management
New Jersey
$39K
SEI Investments
93
SEI Investments
Pennsylvania
$38K +$37.2K +756 New
MWM
94
Mascoma Wealth Management
New Hampshire
$26K -$78.8K -1,600 -76%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$18K +$18K +366 New
IWM
96
IHT Wealth Management
Illinois
$11K
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$10K
Citigroup
98
Citigroup
New York
$10K +$49 +1 +0.5%
CB
99
CNB Bank
Pennsylvania
$10K +$9.85K +200 New
CFD
100
Creative Financial Designs
Indiana
$9K -$55.4K -1,126 -86%

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.