We are live on ! Find out more
FTEC icon

Fidelity MSCI Information Technology Index ETF

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: 45 (+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: 162164 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$216M +$7.07M +111,049 +3%
Lido Advisors
2
Lido Advisors
California
$43.5M +$6.23M +97,962 +17%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$32.5M -$3.07M -48,244 -9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$28.2M -$1.64M -25,834 -6%
FSC
5
Full Sail Capital
Oklahoma
$25.3M +$1.79M +28,114 +8%
FI
6
FormulaFolio Investments
Michigan
$24M +$8.82M +138,579 +58%
BFA
7
Beaumont Financial Advisors
Massachusetts
$21.3M -$1.46M -23,013 -6%
Morgan Stanley
8
Morgan Stanley
New York
$10.4M -$1.71M -26,945 -14%
SW
9
SVB Wealth
Massachusetts
$10.3M -$664K -10,433 -6%
Wells Fargo
10
Wells Fargo
California
$10.2M -$738K -11,592 -7%
ST
11
Spinnaker Trust
Maine
$10M -$9.55K -150 -0.1%
KWMG
12
King Wealth Management Group
Florida
$9.54M +$339K +5,320 +4%
PA
13
Parallel Advisors
California
$9.46M +$290K +4,556 +3%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$9.15M -$816K -12,819 -8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$9.11M -$6.46M -101,497 -42%
BTS
16
BB&T Securities
Virginia
$8.83M +$7.3M +114,703 +477%
RWP
17
RWA Wealth Partners
Massachusetts
$8.75M +$46.6K +733 +0.5%
FPGK
18
Financial Partners Group (Kansas)
Kansas
$8.4M +$757K +11,894 +10%
TIA
19
Traphagen Investment Advisors
New Jersey
$8.11M -$315K -4,951 -4%
Bank of America
20
Bank of America
North Carolina
$6.78M +$2.77M +43,455 +69%
Ameriprise
21
Ameriprise
Minnesota
$6.78M +$379K +5,962 +6%
Stifel Financial
22
Stifel Financial
Missouri
$6.58M -$203K -3,185 -3%
ECM
23
Exchange Capital Management
Michigan
$6.12M -$23.9K -375 -0.4%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$5.47M +$397K +6,239 +8%
NAM
25
NorthCoast Asset Management
Connecticut
$4.79M +$71.8K +1,129 +2%

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.