We are live on ! Find out more
FTEC icon

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
GRP
101
Global Retirement Partners
California
$332K +$20.4K +321 +7%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$328K -$177K -2,781 -35%
GM
103
GeoWealth Management
Illinois
$328K +$327K +5,144 New
CTA
104
Colonial Trust Advisors
South Carolina
$324K -$8.91K -140 -3%
WIA
105
World Investment Advisors
California
$319K -$891 -14 -0.3%
PAS
106
Partnervest Advisory Services
California
$304K +$764 +12 +0.3%
FWM
107
Foresight Wealth Management
Utah
$289K
AA
108
Advisory Alpha
Michigan
$284K -$19.6K -308 -6%
QAM
109
Q3 Asset Management
Michigan
$282K +$17.9K +282 +7%
IA
110
IFP Advisors
Florida
$263K +$266K +4,180 New
VFA
111
Valeo Financial Advisors
Indiana
$258K +$255 +4 +0.1%
Fisher Asset Management
112
Fisher Asset Management
Washington
$257K -$9.04K -142 -3%
CS
113
Credit Suisse
Switzerland
$245K +$244K +3,837 New
BJL
114
Brighton Jones LLC
Washington
$239K +$445 +7 +0.2%
SWP
115
Stratos Wealth Partners
Ohio
$225K
PCS
116
Personal CFO Solutions
New Jersey
$220K +$232K +3,642 New
Baird Financial Group
117
Baird Financial Group
Wisconsin
$209K -$23K -361 -10%
JF
118
JSF Financial
California
$203K +$203K +3,184 New
PFS
119
Prospera Financial Services
Texas
$200K -$51.4K -808 -20%
AF
120
Advisornet Financial
Minnesota
$190K +$81.9K +1,287 +76%
JP Morgan Chase
121
JP Morgan Chase
New York
$189K +$52.8K +830 +39%
LDFR
122
Lehman & Derafelo Financial Resources
Pennsylvania
$143K +$6.68K +105 +5%
AIC
123
Ameritas Investment Company
Nebraska
$125K +$125K +1,965 New
PCM
124
Penserra Capital Management
California
$121K +$122K +1,911 New
RIA
125
Realta Investment Advisors
Delaware
$99K +$64 +1 +0.1%

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.