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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
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$1.21M +$1.08M +14,685 New
FA
102
FMA Advisory
Pennsylvania
$1.17M +$11.1K +151 +1%
SAM
103
Sequent Asset Management
Texas
$1.11M +$14.7K +200 +2%
VA
104
Valmark Advisers
Ohio
$1.08M -$67.4K -914 -7%
APW
105
Austin Private Wealth
Texas
$1.06M +$407K +5,516 +75%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$1.05M
NL
107
NWAM LLC
Washington
$1.05M +$944K +12,806 New
PA
108
PFG Advisors
Arizona
$1.03M +$106K +1,442 +14%
RCA
109
Rowland Carmichael Advisors
Arizona
$969K -$10K -136 -1%
CST
110
Charles Schwab Trust
Nevada
$966K -$78.2K -1,061 -8%
BMM
111
Buffington Mohr McNeal
Idaho
$966K
CS
112
Credit Suisse
Switzerland
$954K -$2.02M -27,424 -70%
AB
113
Atlas Brown
Kentucky
$940K +$9.73K +132 +1%
BJL
114
Brighton Jones LLC
Washington
$893K +$225K +3,052 +39%
BCA
115
Bay Colony Advisors
Massachusetts
$878K -$152K -2,067 -16%
WWM
116
Western Wealth Management
Colorado
$873K +$471K +6,386 +151%
SFS
117
Sowell Financial Services
Arkansas
$861K +$297K +4,032 +63%
DSC
118
Duncker Streett & Co
Missouri
$829K +$25.3K +343 +4%
CH
119
Canton Hathaway
Rhode Island
$781K
CAS
120
Cascadia Advisory Services
Oregon
$739K +$662K +8,982 New
GWM
121
Geneos Wealth Management
Colorado
$696K -$107K -1,450 -14%
PFGIA
122
Patriot Financial Group Insurance Agency
Massachusetts
$678K +$262K +3,547 +76%
DI
123
DFPG Investments
Utah
$668K +$221 +3 +0%
TCM
124
Tandem Capital Management
New Jersey
$660K -$24.3K -330 -4%
BAM
125
Belpointe Asset Management
Nevada
$651K +$78.2K +1,060 +15%

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.