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Fidelity MSCI Information Technology Index ETF
FTEC

22 hedge funds and large institutions have $89.5M invested in Fidelity MSCI Information Technology Index ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

41% more capital invested

Capital invested by funds: $63.7M → $89.5M (+$25.8M)

38% more funds holding

Funds holding: 16 → 22 (+6)

2% more ownership

Funds ownership: 37.96% → 39.96% (+2%)

Holders
22
Holders Change
+6
Holders Change %
+37.5%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
8
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$13.3M
2
BFA
Beaumont Financial Advisors
Massachusetts
+$3.3M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.24M
4
BRCM
Bright Rock Capital Management
Massachusetts
+$2.64M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.78M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$2.35M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.39M
3
Jane Street
Jane Street
New York
-$1.02M
4
RCAG
Rehmann Capital Advisory Group
Michigan
-$271K
5
JG
Jefferies Group
New York
-$214K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$31.2M +$3.3M +110,362 +12%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$30M +$13.3M +442,722 +80%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.72M -$1.39M -46,294 -17%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.31M +$3.24M +108,315 +310%
BRCM
5
Bright Rock Capital Management
Massachusetts
$2.65M +$2.64M +88,200 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.44M +$1.07M +35,635 +79%
BCI
7
Brinker Capital Investments
Pennsylvania
$2.14M – – –
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.79M +$1.78M +59,410 New
LPL Financial
9
LPL Financial
California
$1.58M +$1.6M +53,586 New
Morgan Stanley
10
Morgan Stanley
New York
$1.36M +$23.2K +776 +2%
VC
11
Vicus Capital
Pennsylvania
$1.33M +$1.32M +44,218 New
Bank of America
12
Bank of America
North Carolina
$1.03M -$2.35M -78,596 -70%
ACM
13
Argentus Capital Management
Texas
$716K +$112K +3,752 +19%
RCAG
14
Rehmann Capital Advisory Group
Michigan
$707K -$271K -9,044 -28%
KFS
15
KMS Financial Services
Washington
$525K +$27.1K +904 +5%
RW
16
Rand Wealth
Maryland
$385K +$153K +5,109 +66%
U
17
UBS
Switzerland
$364K +$362K +12,103 New
CPA
18
Court Place Advisors
Maryland
$223K +$222K +7,400 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$21K +$21.2K +707 New
MFS
20
MSI Financial Services
Massachusetts
$12K +$12K +400 New
Creative Planning
21
Creative Planning
Kansas
$6K – – –
AIG
22
American International Group
New York
$3.01K +$2.99K +100 New
Jane Street
23
Jane Street
New York
– -$1.02M -35,112 Closed
JG
24
Jefferies Group
New York
– -$214K -7,349 Closed
SAM
25
Shamrock Asset Management
Texas
– -$85.5K -2,856 Closed

FTEC Hedge Fund Activity: Q3 2014 in Review

22 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q3 2014, worth a combined $89.5M — up 41% from $63.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FTEC positions and 3 closed out — a net gain of 6 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $13.3M. The largest seller was Bank of America, cutting an estimated $2.35M.

  • 22 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q3 2014, up from 16 in Q2 2014.
  • Funds reported $89.5M of Fidelity MSCI Information Technology Index ETF stock for Q3 2014, up 41% quarter-over-quarter.
  • 9 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q3 2014 and 3 closed out, a net change of +6 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q3 2014 was Ladenburg Thalmann Financial Services, an estimated $13.3M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q3 2014 was Bank of America, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2014.