We are live on ! Find out more
FTEC icon

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
SXL
126
Summit X LLC
Missouri
$631K +$23.7K +321 +4%
PG
127
Prostatis Group
Maryland
$630K +$565K +7,659 New
PFS
128
Prospera Financial Services
Texas
$619K +$249K +3,383 +82%
Prudential Financial
129
Prudential Financial
New Jersey
$619K +$257K +3,486 +86%
CAN
130
Cetera Advisor Networks
California
$615K +$25.1K +340 +5%
IAN
131
Integrated Advisors Network
Texas
$615K +$117K +1,585 +27%
RA
132
RFG Advisory
Alabama
$608K +$37.2K +504 +7%
AW
133
ACG Wealth
Georgia
$590K +$23.3K +316 +5%
PAS
134
Park Avenue Securities
New York
$581K +$521K +7,059 New
DOA
135
D'Orazio & Associates
Virginia
$535K
WR
136
Watson Rebecca
$533K +$263K +3,561 +122%
SIC
137
Samalin Investment Counsel
New York
$479K +$73.2K +993 +21%
SS
138
Sunbelt Securities
Texas
$473K +$15.7K +213 +4%
IFG
139
Independent Financial Group
California
$463K
CWS
140
Cypress Wealth Services
California
$462K +$295 +4 +0.1%
WP
141
WealthSource Partners
California
$446K -$74.7K -1,013 -16%
TIA
142
Traphagen Investment Advisors
New Jersey
$430K -$328K -4,446 -46%
RFN
143
RDA Financial Network
Iowa
$423K +$63.9K +866 +20%
RTS
144
Round Table Services
New Jersey
$411K -$73.7K -1,000 -17%
AWM
145
Avior Wealth Management
Nebraska
$354K -$208K -2,820 -40%
SWA
146
Stratos Wealth Advisors
Ohio
$329K +$279K +3,779 +1,702%
Fisher Asset Management
147
Fisher Asset Management
Washington
$328K +$811 +11 +0.3%
KOMWMG
148
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$319K +$286K +3,884 New
SWP
149
Stratos Wealth Partners
Ohio
$316K +$23.5K +319 +9%
CTA
150
Colonial Trust Advisors
South Carolina
$312K -$73.7K -1,000 -21%

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.