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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
PCFFS
101
Pacific Center for Financial Services
California
$81K
SF
102
Synovus Financial
Georgia
$72K +$73.4K +1,384 New
SAM
103
Shamrock Asset Management
Texas
$54K -$27.8K -524 -35%
AF
104
Allworth Financial
California
$52K -$21K -396 -28%
MRCM
105
M&R Capital Management
New Jersey
$41K
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$40K +$21.2K +400 +109%
MWM
107
Mascoma Wealth Management
New Hampshire
$37K +$10.6K +200 +40%
FGC
108
Financial Gravity Companies
Texas
$34K -$8.32K -157 -19%
FGAM
109
Financial Gravity Asset Management
Texas
$34K +$34.5K +651 New
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$14K +$14.2K +268 New
IIC
111
Integrated Investment Consultants
Michigan
$11K +$11K +207 New
Citigroup
112
Citigroup
New York
$10K
IWM
113
IHT Wealth Management
Illinois
$10K +$53 +1 +0.5%
CFD
114
Creative Financial Designs
Indiana
$9K
AWA
115
Acorn Wealth Advisors
Michigan
$8K +$8.43K +159 New
Deutsche Bank
116
Deutsche Bank
Germany
$7K +$8.16K +154 New
CG
117
Cutler Group
California
$5K +$5.3K +100 New
LFA
118
Legacy Financial Advisors
Kentucky
$5K +$5.3K +100 New
SIS
119
Sound Income Strategies
Florida
$3K
RFC
120
Regions Financial Corp
Alabama
$2K +$1.7K +32 New
LF
121
Lee Financial
Texas
$1K
DWM
122
Destination Wealth Management
California
$1K +$848 +16 New
BRCM
123
Bright Rock Capital Management
Massachusetts
-$6.73M -134,600 Closed
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
-$1.9M -35,858 Closed
PFM
125
Peak Financial Management
Massachusetts
-$1.62M -32,495 Closed

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.