Fidelity MSCI Information Technology Index ETF
FTEC
210 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, 71 increasing their positions, 70 reducing their positions, and 38 closing their positions.
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
26% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 38
2% more funds holding
Funds holding: 206 → 210 (+4)
8% more call options, than puts
Call options by funds: $1.25M | Put options by funds: $1.17M
1% more repeat investments, than reductions
Existing positions increased: 71 | 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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$243M |
| 2 |
FSC
Full Sail Capital
Oklahoma City,
Oklahoma
|
+$12.9M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$9.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$7.46M |
| 5 |
HF
Halpern Financial
Ashburn,
Virginia
|
+$6.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$267M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$27M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$17.1M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$8.43M |
| 5 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$8.32M |
FTEC Hedge Fund Activity: Q1 2020 in Review
210 of the 4,547 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 71 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.
- 210 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.