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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
LA
76
Lynch & Associates
Indiana
$1.19M -$73.5K -1,024 -5%
SS
77
Simplicity Solutions
Minnesota
$1.15M +$1.32M +18,363 New
JMPWA
78
JP Morgan Private Wealth Advisors
California
$1.15M -$10.1K -141 -0.8%
VFM
79
Vivid Financial Management
California
$1.14M +$326K +4,548 +34%
HighTower Advisors
80
HighTower Advisors
Illinois
$1.13M -$5.96K -83 -0.5%
APWM
81
Atlas Private Wealth Management
New York
$1.1M -$7.03K -98 -0.6%
MIAN
82
Mariner Independent Advisor Network
Kansas
$1.05M +$45.6K +635 +4%
AA
83
Ancora Advisors
Ohio
$1.05M +$297K +4,144 +33%
C1AG
84
Client 1st Advisory Group
Florida
$1.02M +$1.16M +16,200 New
Creative Planning
85
Creative Planning
Kansas
$940K -$267K -3,722 -20%
HGWM
86
Horst & Graben Wealth Management
Oregon
$929K +$1.06M +14,817 New
EWM
87
EPG Wealth Management
Georgia
$888K -$70.6K -984 -6%
VA
88
Valmark Advisers
Ohio
$880K -$23K -320 -2%
FA
89
FMA Advisory
Pennsylvania
$879K -$32.9K -459 -3%
AIP
90
Ahrens Investment Partners
Louisiana
$869K -$96.6K -1,347 -9%
SAM
91
Sequent Asset Management
Texas
$831K +$347K +4,830 +57%
AWM
92
Argent Wealth Management
Massachusetts
$822K +$20.6K +287 +2%
CST
93
Charles Schwab Trust
Nevada
$802K -$22.3K -311 -2%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$802K +$918K +12,800 New
BCA
95
Bay Colony Advisors
Massachusetts
$799K -$3.95K -55 -0.4%
SF
96
Synovus Financial
Georgia
$789K +$804K +11,207 +810%
RCA
97
Rowland Carmichael Advisors
Arizona
$747K +$855K +11,920 New
BMM
98
Buffington Mohr McNeal
Idaho
$736K -$49.5K -690 -6%
PA
99
PFG Advisors
Arizona
$725K +$294K +4,104 +63%
AB
100
Atlas Brown
Kentucky
$708K +$226K +3,149 +39%

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.