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Fidelity MSCI Information Technology Index ETF

102 hedge funds and large institutions have $263M invested in Fidelity MSCI Information Technology Index ETF in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

96% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 23

23% more funds holding

Funds holding: 83102 (+19)

13% more capital invested

Capital invested by funds: $233M → $263M (+$29.5M)

1.99% less ownership

Funds ownership: 21.29%19.29% (-2%)

Holders
102
Holders Change
+19
Holders Change %
+22.89%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
23
Increased
45
Reduced
23
Closed
4
Calls
$560K
Puts
Net Calls
+$560K
Net Calls Change
+$145K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$39.2M -$6.42M -130,290 -14%
BFA
2
Beaumont Financial Advisors
Massachusetts
$21.4M -$1.77M -35,886 -8%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$19.9M +$1.39M +28,223 +8%
Morgan Stanley
4
Morgan Stanley
New York
$12.7M +$43.6K +885 +0.3%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$11.9M +$595K +12,074 +5%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$10.4M -$340K -6,905 -3%
ST
7
Spinnaker Trust
Maine
$9.81M -$608K -12,341 -6%
Wells Fargo
8
Wells Fargo
California
$8.79M +$989K +20,086 +13%
Lido Advisors
9
Lido Advisors
California
$8.03M +$1.13M +22,873 +17%
BRCM
10
Bright Rock Capital Management
Massachusetts
$6.73M
PA
11
Parallel Advisors
California
$6.18M +$91.8K +1,864 +2%
RW
12
Rand Wealth
Maryland
$5.53M -$145K -2,948 -3%
Ameriprise
13
Ameriprise
Minnesota
$5.38M +$263K +5,340 +5%
ASN
14
Advisory Services Network
Georgia
$5.25M +$848K +17,223 +20%
VC
15
Vicus Capital
Pennsylvania
$5.1M -$520K -10,558 -9%
BCI
16
Brinker Capital Investments
Pennsylvania
$3.55M
KWMG
17
King Wealth Management Group
Florida
$3.55M +$40.3K +818 +1%
SB
18
Suntrust Banks
Georgia
$3.51M +$429K +8,709 +14%
VEA
19
Virtus ETF Advisers
New York
$3.5M +$330K +6,700 +11%
Bank of America
20
Bank of America
North Carolina
$3.43M +$685K +13,915 +25%
CRC
21
Curi RMB Capital
Illinois
$3.42M +$606K +12,315 +22%
FIM
22
Freedom Investment Management
Connecticut
$3.41M +$172K +3,496 +5%
SHIM
23
Stone House Investment Management
Pennsylvania
$3.29M +$1.14M +23,169 +54%
SPC
24
Sigma Planning Corp
Michigan
$3.25M +$416K +8,457 +15%
TCM
25
Traynor Capital Management
Pennsylvania
$3.24M +$228K +4,640 +8%

FTEC Hedge Fund Activity: Q4 2017 in Review

102 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2017, worth a combined $263M — up 13% from $233M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FTEC positions and 4 closed out — a net gain of 19 holders — while 45 added to existing stakes and 23 trimmed.

The largest buyer was Virtus Fund Advisers, opening a new position worth an estimated $3.11M. The largest seller was Envestnet Asset Management, cutting an estimated $6.42M.

  • 102 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2017, up from 83 in Q3 2017.
  • Funds reported $263M of Fidelity MSCI Information Technology Index ETF stock for Q4 2017, up 13% quarter-over-quarter.
  • 23 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2017 and 4 closed out, a net change of +19 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2017 was Virtus Fund Advisers, an estimated $3.11M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2017 was Envestnet Asset Management, an estimated $6.42M sold.

Based on aggregated 13F filings for Q4 2017.