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Fidelity MSCI Information Technology Index ETF

302 hedge funds and large institutions have $1.15B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 116 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $737K

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

23% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 94

4% more funds holding

Funds holding: 290302 (+12)

1.57% less ownership

Funds ownership: 23.63%22.06% (-1.6%)

7% less capital invested

Capital invested by funds: $1.25B → $1.15B (-$91.4M)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
302
Holders Change
+12
Holders Change %
+4.14%
% of All Funds
5.3%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
44
Increased
116
Reduced
94
Closed
29
Calls
$1.7M
Puts
$737K
Net Calls
+$967K
Net Calls Change
+$37K
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
226
GSA Capital Partners
United Kingdom
$208K -$16.2K -152 -7%
PFA
227
Pinnacle Family Advisors
Missouri
$207K +$207K +1,951 New
RIA
228
Realta Investment Advisors
Delaware
$202K -$49.4K -465 -20%
SC
229
Slow Capital
California
$202K +$203K +1,909 New
EWM
230
Empirical Wealth Management
Washington
$201K +$202K +1,900 New
MHR
231
Matthew Hamilton Rosenberg
$199K -$106 -1 -0.1%
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$186K +$97.4K +916 +109%
WP
233
WealthShield Partners
North Carolina
$181K +$182K +1,711 New
CFO
234
CVA Family Office
Colorado
$173K
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$155K
Bank of Montreal
236
Bank of Montreal
Ontario, Canada
$140K
KPCM
237
Kings Point Capital Management
New York
$106K
EW
238
Element Wealth
Mississippi
$102K +$213 +2 +0.2%
AWM
239
Accel Wealth Management
Iowa
$98K
LWM
240
Liberty Wealth Management
California
$88K
GI
241
Gradient Investments
Minnesota
$85K +$79.4K +747 +1,358%
GRP
242
Global Retirement Partners
California
$81K +$106 +1 +0.1%
FHA
243
First Horizon Advisors
Tennessee
$75K +$54.5K +513 +257%
AIC
244
Archer Investment Corporation
Indiana
$72.3K -$3.51K -33 -5%
AF
245
Allworth Financial
California
$64K -$9.03K -85 -12%
FCM
246
Firestone Capital Management
Florida
$62K
TAM
247
Tucker Asset Management
Colorado
$58.9K -$22K -207 -27%
JP Morgan Chase
248
JP Morgan Chase
New York
$54K +$24.4K +230 +80%
First Manhattan
249
First Manhattan
New York
$52K
RCA
250
Ranch Capital Advisors
Florida
$52K

FTEC Hedge Fund Activity: Q1 2021 in Review

302 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2021, worth a combined $1.15B — down 7.3% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FTEC positions and 29 closed out — a net gain of 15 holders — while 116 added to existing stakes and 94 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $21.4M. The largest seller was Charles Schwab, cutting an estimated $42.2M.

  • 302 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2021, up from 290 in Q4 2020.
  • Funds reported $1.15B of Fidelity MSCI Information Technology Index ETF stock for Q1 2021, down 7.3% quarter-over-quarter.
  • 44 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2021 and 29 closed out, a net change of +15 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2021 was Financial Perspectives, an estimated $21.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2021 was Charles Schwab, an estimated $42.2M sold.

Based on aggregated 13F filings for Q1 2021.