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Fidelity MSCI Information Technology Index ETF

211 hedge funds and large institutions have $703M invested in Fidelity MSCI Information Technology Index ETF in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

26% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 38

2% more funds holding

Funds holding: 206211 (+5)

8% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $1.17M

3% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 70

2.16% less ownership

Funds ownership: 26.68%24.52% (-2.2%)

17% less capital invested

Capital invested by funds: $844M → $703M (-$141M)

Holders
211
Holders Change
+5
Holders Change %
+2.43%
% of All Funds
4.65%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
48
Increased
72
Reduced
70
Closed
38
Calls
$1.25M
Puts
$1.17M
Net Calls
+$88K
Net Calls Change
+$88K
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$4.62M +$132K +1,842 +3%
PA
27
Parallel Advisors
California
$4.35M -$5.41M -75,427 -52%
ECM
28
Exchange Capital Management
Michigan
$4.31M -$607K -8,459 -11%
CRC
29
Curi RMB Capital
Illinois
$3.95M -$199K -2,769 -4%
LWA
30
Lineweaver Wealth Advisors
Ohio
$3.83M -$1.56M -21,708 -26%
UBS Group
31
UBS Group
Switzerland
$3.82M -$227K -3,161 -5%
FIM
32
Freedom Investment Management
Connecticut
$3.71M +$206K +2,866 +6%
CFG
33
Cooper Financial Group
California
$3.67M +$4.2M +58,604 New
BCI
34
Brinker Capital Investments
Pennsylvania
$3.51M
SHIM
35
Stone House Investment Management
Pennsylvania
$3.33M -$1.51M -21,066 -28%
BCM
36
Beck Capital Management
Texas
$3.24M -$460K -6,417 -11%
5L
37
55I LLC
Massachusetts
$3.21M -$1.6M -22,312 -32%
AIA
38
Armor Investment Advisors
North Carolina
$3.2M +$887K +12,360 +32%
BWA
39
Beam Wealth Advisors
Louisiana
$2.98M +$3.41M +47,495 New
MA
40
Mutual Advisors
Nebraska
$2.93M -$94.6K -1,318 -3%
FI
41
FormulaFolio Investments
Michigan
$2.91M -$27M -376,740 -89%
BRWA
42
B. Riley Wealth Advisors
Florida
$2.86M +$3.28M +45,681 New
RJA
43
Raymond James & Associates
Florida
$2.81M +$396K +5,517 +14%
PCS
44
Personal CFO Solutions
New Jersey
$2.64M +$2.78M +38,739 +1,135%
BFPW
45
BOK Financial Private Wealth
Colorado
$2.56M +$2.53M +35,322 +636%
CS
46
Credit Suisse
Switzerland
$2.45M +$2.8M +39,027 New
AF
47
Advisornet Financial
Minnesota
$2.32M +$2.38M +33,112 +852%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$2.27M +$342K +4,768 +15%
MWM
49
Maltin Wealth Management
New Jersey
$2.23M -$292K -4,076 -10%
CWG
50
Cornerstone Wealth Group
North Carolina
$2.21M +$60.3K +840 +2%

FTEC Hedge Fund Activity: Q1 2020 in Review

211 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2020, worth a combined $703M — down 17% from $844M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FTEC positions and 38 closed out — a net gain of 10 holders — while 72 added to existing stakes and 70 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $243M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $267M sold.

  • 211 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2020, up from 206 in Q4 2019.
  • Funds reported $703M of Fidelity MSCI Information Technology Index ETF stock for Q1 2020, down 17% quarter-over-quarter.
  • 48 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2020 and 38 closed out, a net change of +10 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2020 was Charles Schwab, an estimated $243M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $267M sold.

Based on aggregated 13F filings for Q1 2020.