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Fidelity MSCI Information Technology Index ETF
FTEC

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: 211 → 240 (+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: 11 → 11 (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

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$23.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.3M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.6M
4
BFA
Beaumont Financial Advisors
Massachusetts
+$10.2M
5
HF
Halpern Financial
Virginia
+$6.44M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$22.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$8.21M
3
SW
SVB Wealth
Massachusetts
-$3.88M
4
Wells Fargo
Wells Fargo
California
-$2.78M
5
BFPW
BOK Financial Private Wealth
Colorado
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
51
Soltis Investment Advisors
Utah
$3.63M +$3.25M +44,093 New
UBS Group
52
UBS Group
Switzerland
$3.61M -$1.25M -16,991 -28%
ACA
53
Atlas Capital Advisors
Wyoming
$3.58M +$1.24M +16,760 +63%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$3.57M +$2.57M +34,863 +406%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$3.53M +$499K +6,772 +19%
SCA
56
Snowden Capital Advisors
New York
$3.29M +$381K +5,162 +15%
AF
57
Advisornet Financial
Minnesota
$3.28M +$210K +2,850 +8%
VWA
58
Visionary Wealth Advisors
Illinois
$3.27M +$2.94M +39,802 New
AWM
59
AE Wealth Management
Kansas
$3.19M +$1.23M +16,638 +75%
HAS
60
HBW Advisory Services
California
$3.12M +$2.8M +37,959 New
CWG
61
Cornerstone Wealth Group
North Carolina
$3.1M +$179K +2,427 +7%
C1AG
62
Client 1st Advisory Group
Florida
$2.96M +$1.39M +18,838 +116%
FIM
63
Freedom Investment Management
Connecticut
$2.83M -$949K -12,867 -27%
SSWM
64
Smith Salley Wealth Management
North Carolina
$2.8M +$27.4K +372 +1%
SS
65
Simplicity Solutions
Minnesota
$2.8M +$1.16M +15,680 +85%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$2.75M -$92.8K -1,258 -4%
CS
67
Comerica Securities
Michigan
$2.71M -$47.5K -644 -2%
RJA
68
Raymond James & Associates
Florida
$2.69M -$899K -12,186 -27%
KPW
69
Kore Private Wealth
New York
$2.67M – – –
Goldman Sachs
70
Goldman Sachs
New York
$2.55M +$2.28M +30,958 New
IA
71
IFP Advisors
Florida
$2.48M +$117K +1,592 +5%
MAFM
72
Mid Atlantic Financial Management
Pennsylvania
$2.47M -$362K -4,904 -14%
TGAM
73
TBH Global Asset Management
Tennessee
$2.24M +$19.3K +262 +1%
DFG
74
Demars Financial Group
Washington
$2.23M -$205K -2,784 -9%
BWA
75
Beam Wealth Advisors
Louisiana
$2.2M -$1.58M -21,400 -45%
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3
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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.