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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
FHA
151
First Horizon Advisors
Tennessee
$13K – – –
LWM
152
Liberty Wealth Management
California
$12K +$64 +1 +0.5%
FGAM
153
Financial Gravity Asset Management
Texas
$12K +$1.85K +29 +17%
HS
154
Horan Securities
United States
$10K – – –
JFGIW
155
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K +$10.3K +162 New
KFS
156
Kelly Financial Services
Massachusetts
$7.65K – – –
NFG
157
Next Financial Group
Texas
$7K +$64 +1 +0.9%
BFEC
158
Benjamin F. Edwards & Company
Missouri
$6K – – –
CFGS
159
Concourse Financial Group Securities
Alabama
$6K – – –
CFG
160
CKW Financial Group
Hawaii
$5K +$5.16K +81 New
AIL
161
AGF Investments LLC
Ontario, Canada
$4K – – –
PFO
162
Pathstone Family Office
New Jersey
$1K – – –
WWM
163
Willingdon Wealth Management
North Carolina
$1K – – –
IRC
164
Investors Research Corp
Georgia
$1K +$573 +9 New
CS
165
Comerica Securities
Michigan
– -$1.78M -28,646 Closed
RCAG
166
Rehmann Capital Advisory Group
Michigan
– -$1.36M -21,863 Closed
MA
167
Montag & Associates
Georgia
– -$365K -5,861 Closed
MWM
168
Mascoma Wealth Management
New Hampshire
– -$196K -3,140 Closed
YWP
169
YorkBridge Wealth Partners
New York
– -$101K -1,625 Closed
Citigroup
170
Citigroup
New York
– -$87K -1,400 Closed
AIM
171
Axiom Investment Management
New York
– -$84K -1,350 Closed
JWA
172
JFS Wealth Advisors
Pennsylvania
– -$79K -1,276 Closed
GWMIA
173
Global Wealth Management Investment Advisory
Florida
– -$12K -200 Closed
LWANC
174
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$6K -94 Closed
DWM
175
Doyle Wealth Management
Florida
– -$5K -84 Closed
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.