We are live on ! Find out more
FTEC icon

Fidelity MSCI Information Technology Index ETF

290 hedge funds and large institutions have $1.25B invested in Fidelity MSCI Information Technology Index ETF in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 95 increasing their positions, 91 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $272K

122% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 27

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

13% more capital invested

Capital invested by funds: $1.1B → $1.25B (+$141M)

12% more funds holding

Funds holding: 260290 (+30)

4% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 91

0.56% less ownership

Funds ownership: 24.19%23.63% (-0.56%)

Holders
290
Holders Change
+30
Holders Change %
+11.54%
% of All Funds
5.13%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
60
Increased
95
Reduced
91
Closed
27
Calls
$1.2M
Puts
$272K
Net Calls
+$930K
Net Calls Change
+$794K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$242M -$254K -2,610 -0.1%
Lido Advisors
2
Lido Advisors
California
$88.1M +$2.34M +24,044 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$68.4M +$6.7M +68,880 +12%
FSC
4
Full Sail Capital
Oklahoma
$65.5M -$2.57M -26,469 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$62.6M -$5.17M -53,210 -8%
ASN
6
Advisory Services Network
Georgia
$28.3M -$2.75M -28,305 -9%
Osaic Holdings
7
Osaic Holdings
Arizona
$23.4M -$5.66M -58,214 -21%
KAS
8
Kestra Advisory Services
Texas
$21.3M -$1.31M -13,425 -6%
Wells Fargo
9
Wells Fargo
California
$19.7M -$1.09M -11,176 -6%
HF
10
Halpern Financial
Virginia
$18.2M -$427K -4,389 -2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$18.1M +$1.21M +12,467 +8%
5L
12
55I LLC
Massachusetts
$17.9M +$8.03M +82,610 +93%
FIM
13
Freedom Investment Management
Connecticut
$17.9M -$629K -6,468 -4%
KWMG
14
King Wealth Management Group
Florida
$15.8M -$487K -5,009 -3%
Morgan Stanley
15
Morgan Stanley
New York
$15.5M +$823K +8,470 +6%
RWP
16
RWA Wealth Partners
Massachusetts
$14M -$344K -3,535 -3%
FPGK
17
Financial Partners Group (Kansas)
Kansas
$13.6M +$6.81K +70 +0.1%
LPL Financial
18
LPL Financial
California
$12.6M -$462K -4,749 -4%
FEM
19
Fulcrum Equity Management
Texas
$11.2M +$216K +2,221 +2%
Bank of America
20
Bank of America
North Carolina
$10.7M +$273K +2,809 +3%
BFA
21
Beaumont Financial Advisors
Massachusetts
$10.6M -$1.46M -15,008 -13%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$10.5M -$568K -5,847 -5%
AP
23
Advisors Preferred
Maryland
$10.4M +$9.87M +101,570 New
Stifel Financial
24
Stifel Financial
Missouri
$10.2M +$110K +1,127 +1%
VC
25
Vicus Capital
Pennsylvania
$9.2M +$254K +2,609 +3%

FTEC Hedge Fund Activity: Q4 2020 in Review

290 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2020, worth a combined $1.25B — up 13% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new FTEC positions and 27 closed out — a net gain of 33 holders — while 95 added to existing stakes and 91 trimmed.

The largest buyer was Advisors Preferred, opening a new position worth an estimated $9.87M. The largest seller was FormulaFolio Investments, cutting an estimated $36.6M.

  • 290 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2020, up from 260 in Q3 2020.
  • Funds reported $1.25B of Fidelity MSCI Information Technology Index ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 60 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2020 and 27 closed out, a net change of +33 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2020 was Advisors Preferred, an estimated $9.87M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2020 was FormulaFolio Investments, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2020.