We are live on ! Find out more
FTEC icon

Fidelity MSCI Information Technology Index ETF

80 hedge funds and large institutions have $209M invested in Fidelity MSCI Information Technology Index ETF in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 3

94% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 16

31% more funds holding

Funds holding: 6180 (+19)

29% more capital invested

Capital invested by funds: $162M → $209M (+$46.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.31% less ownership

Funds ownership: 27.91%25.6% (-2.3%)

Holders
80
Holders Change
+19
Holders Change %
+31.15%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
31
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$37.5M +$7.71M +194,521 +27%
FI
2
FormulaFolio Investments
Michigan
$28.4M +$3.1M +78,064 +13%
BFA
3
Beaumont Financial Advisors
Massachusetts
$17.1M -$5.9M -148,802 -26%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.7M +$2.36M +59,402 +18%
ST
5
Spinnaker Trust
Maine
$8.97M -$493K -12,435 -5%
Morgan Stanley
6
Morgan Stanley
New York
$8.22M +$2.21M +55,734 +39%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$5.98M -$3.99M -100,545 -41%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.67M -$1.99M -50,192 -27%
BRCM
9
Bright Rock Capital Management
Massachusetts
$5.54M
VC
10
Vicus Capital
Pennsylvania
$5.41M +$932K +23,502 +22%
PA
11
Parallel Advisors
California
$5.07M +$104K +2,635 +2%
RW
12
Rand Wealth
Maryland
$4.38M +$1.17M +29,568 +39%
Ameriprise
13
Ameriprise
Minnesota
$3.88M +$716K +18,062 +24%
WP
14
WealthSource Partners
California
$3.83M -$193K -4,865 -5%
ASN
15
Advisory Services Network
Georgia
$3.4M +$3.27M +82,537 New
Lido Advisors
16
Lido Advisors
California
$3.3M +$2.06M +52,016 +208%
BCI
17
Brinker Capital Investments
Pennsylvania
$2.92M
Jane Street
18
Jane Street
New York
$2.8M +$2.7M +67,997 New
Northern Trust
19
Northern Trust
Illinois
$2.7M +$2.6M +65,563 New
VEA
20
Virtus ETF Advisers
New York
$2.67M +$2.58M +65,000 New
KWMG
21
King Wealth Management Group
Florida
$2.6M +$278K +7,022 +12%
TCM
22
Traynor Capital Management
Pennsylvania
$2.54M -$19.4K -489 -0.8%
Goldman Sachs
23
Goldman Sachs
New York
$2.48M -$1.8M -45,280 -43%
AIA
24
Allegis Investment Advisors
Idaho
$1.92M +$578K +14,579 +46%
Wells Fargo
25
Wells Fargo
California
$1.86M +$559K +14,101 +45%

FTEC Hedge Fund Activity: Q1 2017 in Review

80 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2017, worth a combined $209M — up 29% from $162M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FTEC positions and 3 closed out — a net gain of 20 holders — while 31 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $7.71M. The largest seller was Beaumont Financial Advisors, cutting an estimated $5.9M.

  • 80 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2017, up from 61 in Q4 2016.
  • Funds reported $209M of Fidelity MSCI Information Technology Index ETF stock for Q1 2017, up 29% quarter-over-quarter.
  • 23 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2017 and 3 closed out, a net change of +20 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2017 was Envestnet Asset Management, an estimated $7.71M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2017 was Beaumont Financial Advisors, an estimated $5.9M sold.

Based on aggregated 13F filings for Q1 2017.