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Fidelity MSCI Information Technology Index ETF

240 hedge funds and large institutions have $1.02B invested in Fidelity MSCI Information Technology Index ETF in 2020 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $214K

188% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 17

45% more capital invested

Capital invested by funds: $703M → $1.02B (+$314M)

29% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 70

14% more funds holding

Funds holding: 211240 (+29)

0.4% more ownership

Funds ownership: 24.52%24.92% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
240
Holders Change
+29
Holders Change %
+13.74%
% of All Funds
4.92%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
49
Increased
90
Reduced
70
Closed
17
Calls
$1.02M
Puts
$214K
Net Calls
+$811K
Net Calls Change
+$723K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$7.08M -$111K -1,510 -2%
EFSCE
27
Enterprise Financial Services Corp (EFSC)
Missouri
$6.72M +$4.19M +56,846 +229%
AIA
28
Armor Investment Advisors
North Carolina
$6.26M +$1.84M +25,017 +49%
VC
29
Vicus Capital
Pennsylvania
$6.17M -$474K -6,429 -8%
JWM
30
Jackson Wealth Management
Florida
$5.94M +$5.32M +72,187 New
PA
31
Parallel Advisors
California
$5.73M +$25.9K +351 +0.5%
ECM
32
Exchange Capital Management
Michigan
$5.62M -$33.3K -452 -0.7%
SPC
33
Sigma Planning Corp
Michigan
$5.51M -$487K -6,611 -9%
CFG
34
Cooper Financial Group
California
$5.46M +$574K +7,789 +13%
MML Investors Services
35
MML Investors Services
Massachusetts
$5.42M +$2.44M +33,107 +101%
SW
36
SVB Wealth
Massachusetts
$5.34M -$3.88M -52,587 -45%
5L
37
55I LLC
Massachusetts
$5.04M +$950K +12,889 +27%
CRC
38
Curi RMB Capital
Illinois
$4.98M -$178K -2,411 -4%
LWA
39
Lineweaver Wealth Advisors
Ohio
$4.81M -$185K -2,506 -4%
BCI
40
Brinker Capital Investments
Pennsylvania
$4.61M
SB
41
Strategic Blueprint
Georgia
$4.6M +$2.08M +28,196 +102%
VFM
42
Vivid Financial Management
California
$4.49M +$2.69M +36,419 +201%
SHIM
43
Stone House Investment Management
Pennsylvania
$4.34M -$27.1K -368 -0.7%
TRCT
44
Tower Research Capital (TRC)
New York
$4.34M +$3.89M +52,797 New
BCM
45
Beck Capital Management
Texas
$4.09M -$149K -2,020 -4%
NAM
46
NorthCoast Asset Management
Connecticut
$4.08M +$1.99M +26,919 +119%
MA
47
Mutual Advisors
Nebraska
$3.94M +$85.9K +1,165 +2%
LNC
48
Lincoln National Corp
Pennsylvania
$3.93M +$1.87M +25,372 +113%
PCS
49
Personal CFO Solutions
New Jersey
$3.88M +$370K +5,023 +12%
Citadel Advisors
50
Citadel Advisors
Florida
$3.86M +$3.46M +46,961 New

FTEC Hedge Fund Activity: Q2 2020 in Review

240 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2020, worth a combined $1.02B — up 45% from $703M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new FTEC positions and 17 closed out — a net gain of 32 holders — while 90 added to existing stakes and 70 trimmed.

The largest buyer was FormulaFolio Investments, adding an estimated $23.5M. The largest seller was Charles Schwab, cutting an estimated $22.3M.

  • 240 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2020, up from 211 in Q1 2020.
  • Funds reported $1.02B of Fidelity MSCI Information Technology Index ETF stock for Q2 2020, up 45% quarter-over-quarter.
  • 49 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2020 and 17 closed out, a net change of +32 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2020 was FormulaFolio Investments, an estimated $23.5M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2020 was Charles Schwab, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2020.