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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
LI
76
LVZ Inc
Michigan
$679K -$5.28K -83 -0.8%
SS
77
Sunbelt Securities
Texas
$586K +$294K +4,613 +101%
DSC
78
Duncker Streett & Co
Missouri
$585K +$82.7K +1,300 +17%
HCM
79
Hilton Capital Management
New York
$568K
CAN
80
Cetera Advisor Networks
California
$566K +$76.3K +1,199 +16%
CH
81
Canton Hathaway
Rhode Island
$531K +$182K +2,863 +52%
SWM
82
Sequoia Wealth Management
Illinois
$519K +$509K +8,005 New
ACA
83
Atlas Capital Advisors
Wyoming
$506K +$505K +7,928 New
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$505K -$150K -2,364 -23%
LNC
85
Lincoln National Corp
Pennsylvania
$488K -$26.5K -416 -5%
DI
86
DFPG Investments
Utah
$485K +$191 +3 +0%
SFS
87
Sowell Financial Services
Arkansas
$483K +$482K +7,581 New
WP
88
WealthSource Partners
California
$446K -$181K -2,840 -29%
FTUS
89
Flow Traders U.S.
New York
$421K +$420K +6,607 New
DOA
90
D'Orazio & Associates
Virginia
$415K
Northern Trust
91
Northern Trust
Illinois
$411K
AA
92
Ancora Advisors
Ohio
$380K +$123K +1,926 +48%
WA
93
Wealthstar Advisors
Texas
$375K -$15.8K -249 -4%
AB
94
Atlas Brown
Kentucky
$373K +$18.3K +287 +5%
RCA
95
Reitz Capital Advisors
Michigan
$364K -$29.5K -463 -8%
EFSCE
96
Enterprise Financial Services Corp (EFSC)
Missouri
$364K +$29K +456 +9%
PA
97
PFG Advisors
Arizona
$355K +$55.9K +878 +19%
CWS
98
Cypress Wealth Services
California
$354K -$43.8K -689 -11%
SXL
99
Summit X LLC
Missouri
$353K -$45.8K -719 -11%
Bank of New York Mellon
100
Bank of New York Mellon
New York
$337K

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.