Fidelity MSCI Information Technology Index ETF
FTEC
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.
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: 102 → 123 (+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: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$181M |
| 2 |
CFIA
Cantor Fitzgerald Investment Advisors
New York
|
+$22.7M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$15.7M |
| 4 |
VF
Virtu Financial
New York
|
+$10.7M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRCM
Bright Rock Capital Management
Hanover,
Massachusetts
|
-$6.73M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.61M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.9M |
| 4 |
PFM
Peak Financial Management
Wellesley,
Massachusetts
|
-$1.62M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
126
Belpointe Asset Management
Reno,
Nevada
| – | -$832K | -16,646 | Closed |
|
|
PAG
127
Private Advisor Group
Morristown,
New Jersey
| – | -$871K | -16,646 | Closed |
|
|
OCM
128
Orser Capital Management
Southlake,
Texas
| – | -$395K | -7,478 | Closed |
|
|
AP
129
Advisors Preferred
Rockville,
Maryland
| – | -$180K | -3,595 | Closed |
|
|
AA
130
Advisory Alpha
Holland,
Michigan
| – | -$190K | -3,565 | Closed |
|
|
CA
131
Calton & Associates
Tampa,
Florida
| – | -$150K | -2,771 | Closed |
|
132
SEI Investments
Oaks,
Pennsylvania
| – | -$38K | -756 | Closed |
|
|
CB
133
CNB Bank
Clearfield,
Pennsylvania
| – | -$10K | -200 | Closed |
|
134
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$10K | -192 | Closed |
|
|
AIL
135
AGF Investments LLC
Toronto,
Ontario, Canada
| – | +$318 | +6 | 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.