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Fidelity MSCI Information Technology Index ETF

61 hedge funds and large institutions have $162M invested in Fidelity MSCI Information Technology Index ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 9

63% more capital invested

Capital invested by funds: $99.3M → $162M (+$62.9M)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

7% more funds holding

Funds holding: 5761 (+4)

6.48% more ownership

Funds ownership: 21.43%27.91% (+6.5%)

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
28
Reduced
9
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.4M +$11.8M +322,976 +82%
FI
2
FormulaFolio Investments
Michigan
$22.5M +$22.1M +604,514 +9,423%
BFA
3
Beaumont Financial Advisors
Massachusetts
$20.8M +$10.2M +279,938 +98%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.9M -$432K -11,820 -4%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$9.08M +$1.58M +43,211 +21%
ST
6
Spinnaker Trust
Maine
$8.51M +$1.85M +50,606 +28%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$6.94M +$5.67M +155,095 +470%
Morgan Stanley
8
Morgan Stanley
New York
$5.31M +$2.71M +74,027 +106%
BRCM
9
Bright Rock Capital Management
Massachusetts
$4.97M
PA
10
Parallel Advisors
California
$4.3M +$4.26M +116,569 New
VC
11
Vicus Capital
Pennsylvania
$3.98M -$413K -11,293 -9%
Goldman Sachs
12
Goldman Sachs
New York
$3.9M +$3.18M +86,996 +467%
WP
13
WealthSource Partners
California
$3.61M -$132K -3,606 -4%
RW
14
Rand Wealth
Maryland
$2.83M +$21.4K +584 +0.8%
Ameriprise
15
Ameriprise
Minnesota
$2.81M +$564K +15,429 +25%
BCI
16
Brinker Capital Investments
Pennsylvania
$2.62M
TCM
17
Traynor Capital Management
Pennsylvania
$2.33M +$103K +2,822 +5%
KWMG
18
King Wealth Management Group
Florida
$2.08M +$159K +4,356 +8%
SHIM
19
Stone House Investment Management
Pennsylvania
$1.63M +$1.62M +44,243 New
PFM
20
Peak Financial Management
Massachusetts
$1.18M +$1.17M +32,030 New
AIA
21
Allegis Investment Advisors
Idaho
$1.18M +$921K +25,199 +370%
Wells Fargo
22
Wells Fargo
California
$1.15M -$9.14K -250 -0.8%
Bank of America
23
Bank of America
North Carolina
$1.08M +$563K +15,390 +110%
AIA
24
Armor Investment Advisors
North Carolina
$1.06M +$1.05M +28,803 New
CW
25
Cobiz Wealth
Colorado
$953K +$944K +25,828 New