Fidelity MSCI Information Technology Index ETF
FTEC
139 hedge funds and large institutions have $433M invested in Fidelity MSCI Information Technology Index ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 37 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.41% less ownership
Funds ownership: 24.77% → 24.36% (-0.41%)
5% less funds holding
Funds holding: 147 → 139 (-8)
11% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 37
20% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 49
31% less capital invested
Capital invested by funds: $626M → $433M (-$193M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$31M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$20.5M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$6.03M |
| 4 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
+$4.17M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$29.8M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$22.1M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$17.8M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$7.8M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$4.87M |
FTEC Hedge Fund Activity: Q4 2018 in Review
139 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2018, worth a combined $433M — down 31% from $626M a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of FTEC and 33 opened new positions — a net loss of 4 holders — while 49 trimmed existing stakes and 39 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $31M. The largest seller was Envestnet Asset Management, cutting an estimated $29.8M.
- 139 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2018, down from 147 in Q3 2018.
- Funds reported $433M of Fidelity MSCI Information Technology Index ETF stock for Q4 2018, down 31% quarter-over-quarter.
- 33 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2018 and 37 closed out, a net change of -4 holders.
- The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $31M added.
- The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2018 was Envestnet Asset Management, an estimated $29.8M sold.
Based on aggregated 13F filings for Q4 2018.