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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
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$372K +$278K +5,246 +272%
DADC
77
D.A. Davidson & Co
Montana
$363K +$371K +6,992 New
VA
78
Valmark Advisers
Ohio
$349K +$357K +6,736 New
MML Investors Services
79
MML Investors Services
Massachusetts
$339K +$75.7K +1,429 +28%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$328K +$44.4K +838 +15%
GWM
81
Geneos Wealth Management
Colorado
$315K -$35.2K -665 -10%
CWS
82
Cypress Wealth Services
California
$312K -$26.8K -506 -8%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$312K +$319K +6,024 New
CAN
84
Cetera Advisor Networks
California
$309K -$4.03K -76 -1%
AB
85
Atlas Brown
Kentucky
$308K +$11K +207 +4%
SS
86
Sunbelt Securities
Texas
$307K +$30.8K +581 +11%
NL
87
NWAM LLC
Washington
$302K +$309K +5,821 New
KSA
88
Ken Stern & Associates
California
$267K +$36.8K +694 +16%
KF
89
Krilogy Financial
Missouri
$259K +$96.8K +1,826 +58%
IA
90
IFP Advisors
Florida
$228K
PA
91
PFG Advisors
Arizona
$214K +$219K +4,124 New
TSS
92
Two Sigma Securities
New York
$213K +$218K +4,108 New
DSC
93
Duncker Streett & Co
Missouri
$206K +$211K +3,975 New
Wolverine Trading
94
Wolverine Trading
Illinois
$204K -$86.7K -1,636 -29%
FIM
95
Fernwood Investment Management
Massachusetts
$203K +$208K +3,918 New
SWP
96
Stratos Wealth Partners
Ohio
$199K -$2.76K -52 -1%
JP Morgan Chase
97
JP Morgan Chase
New York
$181K -$8.64K -163 -4%
MSA
98
Marino Stram & Associates
Massachusetts
$120K +$25.3K +478 +26%
YWP
99
YorkBridge Wealth Partners
New York
$106K
VNA
100
Valley National Advisers
Pennsylvania
$99K +$101K +1,911 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.