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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
AF
201
Allworth Financial
California
$50K -$6.64K -90 -13%
FCM
202
Firestone Capital Management
Florida
$49K
VNA
203
Valley National Advisers
Pennsylvania
$49K
HR
204
Howe & Rusling
New York
$46K
BFIM
205
Beese Fulmer Investment Management
Ohio
$45K +$40.6K +550 New
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$45K +$40.6K +550 New
RCA
207
Ranch Capital Advisors
Florida
$44K
PMFA
208
Plante Moran Financial Advisors
Michigan
$39K +$3.17K +43 +10%
PCM
209
Penserra Capital Management
California
$34K +$31.3K +424 New
BWM
210
BerganKDV Wealth Management
Minnesota
$32K +$28.5K +386 New
S
211
SignatureFD
Georgia
$30K
HFA
212
Hoover Financial Advisors
Pennsylvania
$25K +$22.1K +300 New
PGAM
213
Princeton Global Asset Management
New Jersey
$23K +$20.6K +280 New
GFPC
214
Global Financial Private Client
Florida
$20.6K -$1.84K -25 -9%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$20K
JP Morgan Chase
216
JP Morgan Chase
New York
$16K -$129K -1,744 -90%
FHA
217
First Horizon Advisors
Tennessee
$16K
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$15K +$13.7K +186 New
BFC
219
Bedel Financial Consulting
Indiana
$14K
JFGIW
220
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K
TFA
221
Toth Financial Advisory
Virginia
$13K +$11.2K +152 New
OPS
222
Orion Portfolio Solutions
Nebraska
$12K +$9K +122 +678%
CWAF
223
Core Wealth Advisors (Florida)
Florida
$12K +$10.3K +140 New
KFS
224
Kelly Financial Services
Massachusetts
$9.96K
APA
225
American Portfolios Advisors
New York
$9.05K -$4.87K -66 -38%

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.