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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
HCA
76
Heck Capital Advisors
Wisconsin
$2.13M -$68.7K -932 -3%
Mariner
77
Mariner
Kansas
$1.99M +$181K +2,457 +11%
HGWM
78
Horst & Graben Wealth Management
Oregon
$1.97M +$677K +9,184 +62%
QAM
79
Q3 Asset Management
Michigan
$1.96M +$1.76M +23,886 New
MAG
80
Mokosak Advisory Group
Iowa
$1.84M -$79.3K -1,075 -5%
CPA
81
Court Place Advisors
Maryland
$1.84M +$132K +1,795 +9%
AA
82
Ancora Advisors
Ohio
$1.8M +$379K +5,140 +31%
MWM
83
Maltin Wealth Management
New Jersey
$1.79M -$1.01M -13,720 -39%
WPP
84
Whalerock Point Partners
Rhode Island
$1.75M +$811 +11 +0.1%
BRWA
85
B. Riley Wealth Advisors
Florida
$1.74M -$1.81M -24,510 -54%
PS
86
Portfolio Strategies
New York
$1.7M -$13.7K -186 -0.9%
SMG
87
Smart Money Group
Texas
$1.66M -$1.87M -25,303 -56%
LA
88
Lynch & Associates
Indiana
$1.54M -$23.2K -315 -2%
Jane Street
89
Jane Street
New York
$1.51M +$1.35M +18,311 New
MIAN
90
Mariner Independent Advisor Network
Kansas
$1.5M +$40.4K +548 +3%
NR
91
Newfound Research
Massachusetts
$1.48M +$584K +7,924 +79%
HighTower Advisors
92
HighTower Advisors
Illinois
$1.47M -$737 -10 -0.1%
JMPWA
93
JP Morgan Private Wealth Advisors
California
$1.47M -$30.2K -410 -2%
EWM
94
EPG Wealth Management
Georgia
$1.31M +$130K +1,761 +12%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$1.3M +$699K +9,474 +150%
APWM
96
Atlas Private Wealth Management
New York
$1.3M -$128K -1,731 -10%
Creative Planning
97
Creative Planning
Kansas
$1.29M +$52.5K +712 +5%
JWCA
98
J.W. Cole Advisors
Florida
$1.28M +$1.15M +15,622 New
AIP
99
Ahrens Investment Partners
Louisiana
$1.25M +$98.7K +1,338 +10%
FFN
100
Focus Financial Network
Minnesota
$1.23M +$764K +10,355 +227%

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.