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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
LA
151
LexAurum Advisors
Kansas
$305K +$274K +3,714 New
VFA
152
Valeo Financial Advisors
Indiana
$295K -$33.5K -454 -11%
SAM
153
Secure Asset Management
Michigan
$293K +$14.7K +200 +6%
WP
154
WealthPLAN Partners
Nebraska
$293K +$30.6K +415 +15%
JF
155
JSF Financial
California
$289K
MCM
156
Magnolia Capital Management
New York
$274K -$45.4K -615 -16%
AA
157
Apriem Advisors
California
$263K
Franklin Resources
158
Franklin Resources
California
$262K +$224K +3,038 New
XWM
159
Xcel Wealth Management
Florida
$261K +$234K +3,176 New
Financial Engines Advisors
160
Financial Engines Advisors
California
$252K +$226K +3,059 New
PAS
161
Partnervest Advisory Services
California
$249K -$146K -1,980 -40%
RWA
162
River Wealth Advisors
Pennsylvania
$247K +$221K +2,999 New
TP
163
Tranquility Partners
Tennessee
$247K +$222K +3,006 New
PAG
164
Private Advisor Group
New Jersey
$247K +$222K +3,008 New
ACS
165
Archford Capital Strategies
Illinois
$246K +$220K +2,986 New
TI
166
Trexquant Investment
Connecticut
$245K -$2.14M -29,076 -91%
EIA
167
Eldridge Investment Advisors
New Hampshire
$244K +$219K +2,971 New
EH
168
Equitable Holdings
New York
$243K +$218K +2,955 New
UCFA
169
United Capital Financial Advisors
Texas
$239K -$105K -1,420 -33%
AIC
170
Ameritas Investment Company
Nebraska
$233K -$19.2K -261 -8%
Northern Trust
171
Northern Trust
Illinois
$225K -$259K -3,516 -56%
RCA
172
Reitz Capital Advisors
Michigan
$225K -$219K -2,973 -52%
AWM
173
Argent Wealth Management
Massachusetts
$223K -$750K -10,173 -80%
FAIM
174
Financial Advocates Investment Management
Washington
$214K +$192K +2,600 New
CC
175
Copperleaf Capital
North Carolina
$207K +$186K +2,521 New

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.