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Fidelity MSCI Information Technology Index ETF

206 hedge funds and large institutions have $844M invested in Fidelity MSCI Information Technology Index ETF in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 75 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 14

92% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 39

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

28% more capital invested

Capital invested by funds: $661M → $844M (+$183M)

26% more funds holding

Funds holding: 164206 (+42)

0.91% more ownership

Funds ownership: 25.77%26.68% (+0.91%)

Holders
206
Holders Change
+42
Holders Change %
+25.61%
% of All Funds
4.06%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.16%
New
59
Increased
75
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VC
26
Vicus Capital
Pennsylvania
$5.98M +$3.97M +58,659 +246%
ECM
27
Exchange Capital Management
Michigan
$5.6M -$1.26M -18,664 -19%
SHIM
28
Stone House Investment Management
Pennsylvania
$5.38M +$109K +1,610 +2%
SPC
29
Sigma Planning Corp
Michigan
$5.21M +$304K +4,493 +7%
5L
30
55I LLC
Massachusetts
$5.12M +$3.14M +46,309 +190%
LPL Financial
31
LPL Financial
California
$4.99M +$448K +6,619 +11%
RWA
32
Redhawk Wealth Advisors
Minnesota
$4.99M +$4.66M +68,816 New
TCM
33
Traynor Capital Management
Pennsylvania
$4.97M +$117K +1,731 +3%
MML Investors Services
34
MML Investors Services
Massachusetts
$4.91M +$112K +1,651 +2%
IA
35
IFP Advisors
Florida
$4.88M +$4.26M +62,934 +1,506%
CRC
36
Curi RMB Capital
Illinois
$4.76M -$98.9K -1,459 -2%
UBS Group
37
UBS Group
Switzerland
$4.65M +$936K +13,811 +27%
BCM
38
Beck Capital Management
Texas
$4.21M -$22K -325 -0.6%
BCI
39
Brinker Capital Investments
Pennsylvania
$4.06M
Jane Street
40
Jane Street
New York
$4.02M +$2.08M +30,666 +124%
MAFM
41
Mid Atlantic Financial Management
Pennsylvania
$3.96M +$917K +13,541 +33%
AG
42
Advisor Group
Arizona
$3.58M +$832K +12,286 +33%
MA
43
Mutual Advisors
Nebraska
$3.49M +$2.47M +36,463 +313%
FIM
44
Freedom Investment Management
Connecticut
$3.22M +$1.34M +19,727 +80%
SCA
45
Snowden Capital Advisors
New York
$3.08M -$35.6K -526 -1%
MWM
46
Maltin Wealth Management
New Jersey
$2.87M +$2.68M +39,625 New
RJA
47
Raymond James & Associates
Florida
$2.85M +$100K +1,480 +4%
AIA
48
Armor Investment Advisors
North Carolina
$2.81M -$7.32K -108 -0.3%
NAM
49
NorthCoast Asset Management
Connecticut
$2.51M -$2.74M -40,443 -54%
CWG
50
Cornerstone Wealth Group
North Carolina
$2.49M +$101K +1,493 +5%

FTEC Hedge Fund Activity: Q4 2019 in Review

206 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2019, worth a combined $844M — up 28% from $661M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FTEC positions and 14 closed out — a net gain of 45 holders — while 75 added to existing stakes and 39 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $19.9M. The largest seller was Beaumont Financial Advisors, cutting an estimated $4.82M.

  • 206 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2019, up from 164 in Q3 2019.
  • Funds reported $844M of Fidelity MSCI Information Technology Index ETF stock for Q4 2019, up 28% quarter-over-quarter.
  • 59 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2019 and 14 closed out, a net change of +45 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $19.9M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2019 was Beaumont Financial Advisors, an estimated $4.82M sold.

Based on aggregated 13F filings for Q4 2019.