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Fidelity MSCI Information Technology Index ETF
FTEC

83 hedge funds and large institutions have $233M invested in Fidelity MSCI Information Technology Index ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

11% more capital invested

Capital invested by funds: $210M → $233M (+$23.2M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.68% less ownership

Funds ownership: 21.97% → 21.29% (-0.68%)

2% less funds holding

Funds holding: 85 → 83 (-2)

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
36
Reduced
29
Closed
6
Calls
$415K
Puts
–
Net Calls
+$415K
Net Calls Change
+$172K

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$3.7M
2
Wells Fargo
Wells Fargo
California
+$3.28M
3
Lido Advisors
Lido Advisors
California
+$1.84M
4
NR
Newfound Research
Massachusetts
+$1.42M
5
ECM
Exchange Capital Management
Michigan
+$1.36M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.61M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.29M
3
WP
WealthSource Partners
California
-$1.95M
4
LNC
Lincoln National Corp
Pennsylvania
-$1.04M
5
BRWA
B. Riley Wealth Advisors
Florida
-$932K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$42.2M -$88.5K -1,968 -0.2%
BFA
2
Beaumont Financial Advisors
Massachusetts
$21.4M -$252K -5,616 -1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.1M +$238K +5,299 +1%
Morgan Stanley
4
Morgan Stanley
New York
$11.7M -$156K -3,467 -1%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$10.4M +$3.7M +82,214 +57%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$9.93M -$4.61M -102,514 -32%
ST
7
Spinnaker Trust
Maine
$9.63M -$192K -4,262 -2%
Wells Fargo
8
Wells Fargo
California
$7.19M +$3.28M +72,960 +88%
Lido Advisors
9
Lido Advisors
California
$6.83M +$1.84M +41,003 +42%
BRCM
10
Bright Rock Capital Management
Massachusetts
$6.21M – – –
PA
11
Parallel Advisors
California
$6.1M +$98.5K +2,192 +2%
RW
12
Rand Wealth
Maryland
$5.25M -$77.2K -1,718 -1%
VC
13
Vicus Capital
Pennsylvania
$5.2M -$663K -14,741 -12%
Ameriprise
14
Ameriprise
Minnesota
$4.72M +$217K +4,820 +5%
ASN
15
Advisory Services Network
Georgia
$4.05M +$705K +15,693 +22%
BCI
16
Brinker Capital Investments
Pennsylvania
$3.28M – – –
KWMG
17
King Wealth Management Group
Florida
$3.24M +$121K +2,687 +4%
FIM
18
Freedom Investment Management
Connecticut
$2.99M +$1.09M +24,345 +60%
VEA
19
Virtus ETF Advisers
New York
$2.93M -$361K -8,038 -11%
SB
20
Suntrust Banks
Georgia
$2.84M +$607K +13,495 +28%
TCM
21
Traynor Capital Management
Pennsylvania
$2.76M -$64.5K -1,436 -2%
Goldman Sachs
22
Goldman Sachs
New York
$2.72M +$312K +6,933 +13%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.64M +$180K +4,000 +8%
Northern Trust
24
Northern Trust
Illinois
$2.63M -$384K -8,551 -13%
SPC
25
Sigma Planning Corp
Michigan
$2.61M +$297K +6,607 +13%
1
2 3 4

FTEC Hedge Fund Activity: Q3 2017 in Review

83 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q3 2017, worth a combined $233M — up 11% from $210M a quarter earlier.

Fund positioning in FTEC was balanced in Q3 2017: 6 funds opened new positions, 6 closed out, 36 added to existing stakes and 29 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $3.7M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $4.61M.

  • 83 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q3 2017, down from 85 in Q2 2017.
  • Funds reported $233M of Fidelity MSCI Information Technology Index ETF stock for Q3 2017, up 11% quarter-over-quarter.
  • 6 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q3 2017 and 6 closed out, a net change of 0 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q3 2017 was Ladenburg Thalmann Financial Services, an estimated $3.7M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q3 2017 was Cambridge Investment Research Advisors, an estimated $4.61M sold.

Based on aggregated 13F filings for Q3 2017.