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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
IAN
126
Integrated Advisors Network
Texas
$369K +$35.4K +494 +9%
PD
127
Planning Directions
Pennsylvania
$367K +$420K +5,856 New
RCA
128
Reitz Capital Advisors
Michigan
$358K -$17.6K -245 -4%
IFG
129
Independent Financial Group
California
$353K +$404K +5,630 New
CWS
130
Cypress Wealth Services
California
$352K +$47.8K +666 +13%
SS
131
Sunbelt Securities
Texas
$347K -$16.6K -232 -4%
PAS
132
Partnervest Advisory Services
California
$314K +$41.6K +580 +13%
SIC
133
Samalin Investment Counsel
New York
$303K +$1.22K +17 +0.4%
CTA
134
Colonial Trust Advisors
South Carolina
$300K -$14.3K -200 -4%
PFGIA
135
Patriot Financial Group Insurance Agency
Massachusetts
$294K +$317K +4,414 +1,576%
FFN
136
Focus Financial Network
Minnesota
$286K +$328K +4,569 New
FWM
137
Foresight Wealth Management
Utah
$284K
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$278K +$202K +2,817 +174%
PAA
139
Peregrine Asset Advisers
Oregon
$276K +$316K +4,398 New
UCFA
140
United Capital Financial Advisors
Texas
$271K +$310K +4,322 New
VFA
141
Valeo Financial Advisors
Indiana
$268K -$718 -10 -0.2%
RFN
142
RDA Financial Network
Iowa
$268K +$65.4K +912 +27%
WWM
143
Western Wealth Management
Colorado
$264K +$304K +4,232 New
PFS
144
Prospera Financial Services
Texas
$260K +$72.1K +1,005 +32%
Prudential Financial
145
Prudential Financial
New Jersey
$254K +$63.4K +883 +28%
Fisher Asset Management
146
Fisher Asset Management
Washington
$250K -$12.1K -168 -4%
MCM
147
Magnolia Capital Management
New York
$248K +$283K +3,950 New
IC
148
InterOcean Capital
Illinois
$228K +$261K +3,640 New
SWP
149
Stratos Wealth Partners
Ohio
$221K
JF
150
JSF Financial
California
$220K +$23.3K +325 +10%

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.