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Fidelity MSCI Information Technology Index ETF
FTEC

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: 4 → 5 (+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: 162 → 164 (+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

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$8.82M
2
BTS
BB&T Securities
Virginia
+$7.3M
3
CSIA
Charles Schwab Investment Advisory
California
+$7.07M
4
Lido Advisors
Lido Advisors
California
+$6.23M
5
Bank of America
Bank of America
North Carolina
+$2.77M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$6.46M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.07M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.98M
4
Jane Street
Jane Street
New York
-$1.79M
5
CS
Comerica Securities
Michigan
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
126
Synovus Financial
Georgia
$88K – – –
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$87K +$76.1K +1,196 +729%
KWA
128
KCS Wealth Advisory
California
$83.5K +$83.3K +1,309 New
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$80K -$7.51K -118 -9%
GWA
130
Guidant Wealth Advisors
Illinois
$80K – – –
CAC
131
Certified Advisory Corp
Florida
$76K +$42.3K +665 +128%
APSP
132
Asset Planning Services (Pennsylvania)
Pennsylvania
$66K +$191 +3 +0.3%
FHA
133
Flagship Harbor Advisors
Massachusetts
$61K -$6.36K -100 -9%
SSB
134
Sandy Spring Bank
Maryland
$58K +$7.64K +120 +15%
Marshall Wace
135
Marshall Wace
United Kingdom
$53K +$53.1K +835 New
MRCM
136
M&R Capital Management
New Jersey
$51K – – –
VNA
137
Valley National Advisers
Pennsylvania
$39K -$6.11K -96 -14%
AF
138
Allworth Financial
California
$39K – – –
RFM
139
Royal Fund Management
Florida
$38K +$10.9K +172 +40%
AIM
140
Anchor Investment Management
South Carolina
$37.2K +$32K +503 +621%
HR
141
Howe & Rusling
New York
$36K – – –
SIM
142
Sonora Investment Management
Arizona
$31K +$31.4K +493 New
ATC
143
Adirondack Trust Company
New York
$30K – – –
FAAS
144
First Allied Advisory Services
California
$30K +$30K +471 New
WAP
145
Wealthcare Advisory Partners
Pennsylvania
$21K – – –
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$18K – – –
APA
148
American Portfolios Advisors
New York
$16.6K +$2.55K +40 +18%
JFA
149
JNBA Financial Advisors
Minnesota
$15K – – –
BFC
150
Bedel Financial Consulting
Indiana
$14K – – –
4 5
6
7 8

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.