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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
RIA
176
Realta Investment Advisors
Delaware
$207K +$186K +2,522 New
AIM
177
Anchor Investment Management
South Carolina
$204K +$62.5K +847 +52%
IC
178
InterOcean Capital
Illinois
$201K -$88.6K -1,202 -33%
ATC
179
Adirondack Trust Company
New York
$184K
CIAS
180
Capital Investment Advisory Services
North Carolina
$179K -$31K -421 -16%
AWA
181
Arkadios Wealth Advisors
Georgia
$162K +$74 +1 +0.1%
LDFR
182
Lehman & Derafelo Financial Resources
Pennsylvania
$159K +$5.97K +81 +4%
MHR
183
Matthew Hamilton Rosenberg
$155K
CFO
184
CVA Family Office
Colorado
$134K
CAC
185
Certified Advisory Corp
Florida
$124K +$14.4K +195 +15%
EW
186
Element Wealth
Mississippi
$123K -$72.4K -982 -40%
SF
187
Synovus Financial
Georgia
$114K -$826K -11,207 -89%
FP
188
Financial Perspectives
Minnesota
$112K +$100K +1,361 New
CFD
189
Creative Financial Designs
Indiana
$111K +$65.4K +887 +194%
SSB
190
Sandy Spring Bank
Maryland
$108K +$8.33K +113 +9%
CWM
191
Campbell Wealth Management
Virginia
$108K +$97.2K +1,318 New
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$107K +$92.2K +1,250 New
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$103K
AIC
194
Archer Investment Corporation
Indiana
$102K +$90.5K +1,227 +8,764%
FHA
195
Flagship Harbor Advisors
Massachusetts
$96K -$7.52K -102 -8%
KPCM
196
Kings Point Capital Management
New York
$82K
MRCM
197
M&R Capital Management
New Jersey
$65K
LWM
198
Liberty Wealth Management
California
$57K
GRP
199
Global Retirement Partners
California
$55K
RG
200
Retirement Group
California
$51K +$45.7K +620 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.