Fidelity MSCI Information Technology Index ETF
FTEC
134 hedge funds and large institutions have $575M invested in Fidelity MSCI Information Technology Index ETF in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 35 reducing their positions, and 15 closing their positions.
166% more call options, than puts
Call options by funds: $1.32M | Put options by funds: $496K
80% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 15
66% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 35
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
9% more funds holding
Funds holding: 123 → 134 (+11)
6% more capital invested
Capital invested by funds: $542M → $575M (+$32.8M)
1.12% less ownership
Funds ownership: 28.62% → 27.5% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$8.65M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$6.64M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$5.52M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.09M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$3.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$15.7M |
| 2 |
VF
Virtu Financial
New York
|
-$10.5M |
| 3 |
Jane Street
New York
|
-$5.08M |
| 4 |
VEA
Virtus ETF Advisers
New York
|
-$2.78M |
| 5 |
Goldman Sachs
New York
|
-$2.59M |
FTEC Hedge Fund Activity: Q2 2018 in Review
134 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2018, worth a combined $575M — up 6% from $542M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FTEC positions and 15 closed out — a net gain of 12 holders — while 58 added to existing stakes and 35 trimmed.
The largest buyer was FormulaFolio Investments, adding an estimated $8.65M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $15.7M.
- 134 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2018, up from 123 in Q1 2018.
- Funds reported $575M of Fidelity MSCI Information Technology Index ETF stock for Q2 2018, up 6% quarter-over-quarter.
- 27 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2018 and 15 closed out, a net change of +12 holders.
- The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2018 was FormulaFolio Investments, an estimated $8.65M added.
- The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2018 was Charles Schwab Investment Advisory, an estimated $15.7M sold.
Based on aggregated 13F filings for Q2 2018.