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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
Charles Schwab
1
Charles Schwab
California
$253M -$22.3M -301,866 -9%
Lido Advisors
2
Lido Advisors
California
$62.6M +$2.92M +39,555 +5%
FSC
3
Full Sail Capital
Oklahoma
$53.7M +$3.14M +42,519 +8%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$50.4M +$10.6M +143,718 +31%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$50.2M +$11.3M +152,793 +33%
FI
6
FormulaFolio Investments
Michigan
$30M +$23.5M +318,578 +687%
Osaic Holdings
7
Osaic Holdings
Arizona
$21.6M -$8.21M -111,320 -30%
Wells Fargo
8
Wells Fargo
California
$19.5M -$2.78M -37,758 -14%
ASN
9
Advisory Services Network
Georgia
$19M -$696K -9,436 -4%
HF
10
Halpern Financial
Virginia
$14.5M +$6.44M +87,363 +99%
BFA
11
Beaumont Financial Advisors
Massachusetts
$13.4M +$10.2M +137,767 +554%
KWMG
12
King Wealth Management Group
Florida
$13M -$9.51K -129 -0.1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$12.5M +$388K +5,262 +4%
CA
14
Crumly & Associates
Illinois
$11.7M +$4.18M +56,624 +66%
Morgan Stanley
15
Morgan Stanley
New York
$11.6M +$1.11M +15,036 +12%
RWP
16
RWA Wealth Partners
Massachusetts
$11.5M -$51.3K -696 -0.5%
ST
17
Spinnaker Trust
Maine
$11.3M -$815K -11,047 -7%
Ameriprise
18
Ameriprise
Minnesota
$10.6M +$1.45M +19,719 +18%
LPL Financial
19
LPL Financial
California
$10.6M +$868K +11,776 +10%
FPGK
20
Financial Partners Group (Kansas)
Kansas
$10.2M +$81.2K +1,101 +0.9%
TCM
21
Traynor Capital Management
Pennsylvania
$8.82M +$557K +7,558 +8%
Stifel Financial
22
Stifel Financial
Missouri
$8.52M -$324K -4,390 -4%
Bank of America
23
Bank of America
North Carolina
$8.22M -$870K -11,796 -11%
Truist Financial
24
Truist Financial
North Carolina
$7.6M -$418K -5,663 -6%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$7.31M +$6.23M +84,445 +1,905%

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.