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Fidelity MSCI Information Technology Index ETF

164 hedge funds and large institutions have $661M invested in Fidelity MSCI Information Technology Index ETF in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 49

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

6% more capital invested

Capital invested by funds: $626M → $661M (+$34.6M)

1% more funds holding

Funds holding: 162164 (+2)

0% more ownership

Funds ownership: 25.77%25.77% (+0%)

Holders
164
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
3.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
19
Increased
68
Reduced
49
Closed
17
Calls
$300K
Puts
Net Calls
+$300K
Net Calls Change
-$55K
Name Holding Trade Value Shares
Change
Change in
Stake
PS
51
Portfolio Strategies
New York
$1.37M -$21.1K -332 -2%
AW
52
ACG Wealth
Georgia
$1.34M +$18.9K +297 +1%
CPA
53
Court Place Advisors
Maryland
$1.31M +$213K +3,342 +19%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$1.31M +$67.9K +1,067 +5%
SSWM
55
Smith Salley Wealth Management
North Carolina
$1.29M +$77.9K +1,224 +6%
LA
56
Lynch & Associates
Indiana
$1.28M +$26.9K +422 +2%
WPP
57
Whalerock Point Partners
Rhode Island
$1.21M +$39.7K +624 +3%
HighTower Advisors
58
HighTower Advisors
Illinois
$1.19M -$638K -10,018 -35%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$1.17M +$382 +6 +0%
MIAN
60
Mariner Independent Advisor Network
Kansas
$1.05M
Creative Planning
61
Creative Planning
Kansas
$1.04M -$686K -10,775 -40%
HCA
62
Heck Capital Advisors
Wisconsin
$999K +$1.02K +16 +0.1%
AIP
63
Ahrens Investment Partners
Louisiana
$989K +$27.6K +433 +3%
AI
64
Atria Investments
North Carolina
$951K +$30.6K +481 +3%
VA
65
Valmark Advisers
Ohio
$902K -$2.67K -42 -0.3%
FA
66
FMA Advisory
Pennsylvania
$895K +$9.48K +149 +1%
PWS
67
Paragon Wealth Strategies
Florida
$892K -$38.1K -598 -4%
AWM
68
Avior Wealth Management
Nebraska
$875K -$369K -5,793 -30%
BCA
69
Bay Colony Advisors
Massachusetts
$822K +$8.34K +131 +1%
Mariner
70
Mariner
Kansas
$799K +$97.2K +1,527 +14%
BMM
71
Buffington Mohr McNeal
Idaho
$793K +$8.85K +139 +1%
GWM
72
Geneos Wealth Management
Colorado
$748K -$29.5K -463 -4%
MA
73
Mutual Advisors
Nebraska
$743K +$9.1K +143 +1%
CST
74
Charles Schwab Trust
Nevada
$734K +$739K +11,617 New
MWC
75
MKD Wealth Coaches
Michigan
$723K +$9.36K +147 +1%

FTEC Hedge Fund Activity: Q3 2019 in Review

164 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q3 2019, worth a combined $661M — up 5.5% from $626M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FTEC positions and 17 closed out — a net gain of 2 holders — while 68 added to existing stakes and 49 trimmed.

The largest buyer was FormulaFolio Investments, adding an estimated $8.82M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $6.46M.

  • 164 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q3 2019, up from 162 in Q2 2019.
  • Funds reported $661M of Fidelity MSCI Information Technology Index ETF stock for Q3 2019, up 5.5% quarter-over-quarter.
  • 19 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q3 2019 and 17 closed out, a net change of +2 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q3 2019 was FormulaFolio Investments, an estimated $8.82M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q3 2019 was Cambridge Investment Research Advisors, an estimated $6.46M sold.

Based on aggregated 13F filings for Q3 2019.