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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
CAN
176
Claraphi Advisory Network
United States
$53K +$61.1K +852 New
MRCM
177
M&R Capital Management
New Jersey
$50K
AF
178
Allworth Financial
California
$44K -$10.6K -148 -18%
LWM
179
Liberty Wealth Management
California
$44K +$72 +1 +0.1%
RFM
180
Royal Fund Management
Florida
$43K +$3.3K +46 +7%
GRP
181
Global Retirement Partners
California
$42K
VNA
182
Valley National Advisers
Pennsylvania
$38K -$12.5K -174 -23%
FCM
183
Firestone Capital Management
Florida
$37K -$35.9K -500 -46%
HR
184
Howe & Rusling
New York
$35K
RCA
185
Ranch Capital Advisors
Florida
$31K
CFD
186
Creative Financial Designs
Indiana
$29K +$32.9K +458 New
PMFA
187
Plante Moran Financial Advisors
Michigan
$27K -$2.73K -38 -8%
S
188
SignatureFD
Georgia
$23K
WAP
189
Wealthcare Advisory Partners
Pennsylvania
$21K
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$20K
VCP
191
Verus Capital Partners
Arizona
$17K +$718 +10 +4%
GFPC
192
Global Financial Private Client
Florida
$16.4K -$2.87K -40 -13%
JFA
193
JNBA Financial Advisors
Minnesota
$15K
SWA
194
Stratos Wealth Advisors
Ohio
$14K +$15.9K +222 New
FHA
195
First Horizon Advisors
Tennessee
$13K
APA
196
American Portfolios Advisors
New York
$11K -$6.1K -85 -33%
SMFS
197
Squar Milner Financial Services
California
$11K
BFC
198
Bedel Financial Consulting
Indiana
$10K -$3.73K -52 -24%
JFGIW
199
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K +$11.6K +162 New
KFS
200
Kelly Financial Services
Massachusetts
$7.58K +$72 +1 +0.8%

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.