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Fidelity MSCI Information Technology Index ETF

298 hedge funds and large institutions have $1.38B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $883K

19% more capital invested

Capital invested by funds: $1.15B → $1.38B (+$223M)

1.1% more ownership

Funds ownership: 22.06%23.16% (+1.1%)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

1% less funds holding

Funds holding: 302298 (-4)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

17% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 121

Holders
298
Holders Change
-4
Holders Change %
-1.32%
% of All Funds
5.19%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
28
Increased
100
Reduced
121
Closed
30
Calls
$1.39M
Puts
$883K
Net Calls
+$507K
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
CPIA
226
Cornell Pochily Investment Advisors
New York
$220K +$208K +1,869 New
BSW
227
Buckingham Strategic Wealth
Missouri
$219K +$207K +1,857 New
WP
228
WealthShield Partners
North Carolina
$213K +$11.3K +101 +6%
OIA
229
OneDigital Investment Advisors
Kansas
$212K +$200K +1,796 New
CL
230
CPWM LLC
Washington
$211K +$199K +1,789 New
NA
231
NewEdge Advisors
Louisiana
$205K +$194K +1,743 New
ACS
232
Archford Capital Strategies
Illinois
$204K -$17.6K -158 -8%
GWM
233
Geneos Wealth Management
Colorado
$195K -$124K -1,110 -40%
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$187K +$13.6K +122 +8%
RDWM
235
Red Door Wealth Management
Tennessee
$185K -$150K -1,344 -46%
Bank of Montreal
236
Bank of Montreal
Ontario, Canada
$148K
KFS
237
Kelly Financial Services
Massachusetts
$122K +$1.59M +14,259 +11,688%
FGAM
238
Financial Gravity Asset Management
Texas
$118K -$1.9K -17 -40%
KPCM
239
Kings Point Capital Management
New York
$118K
EW
240
Element Wealth
Mississippi
$114K +$223 +2 +0.2%
AWM
241
Accel Wealth Management
Iowa
$109K +$111 +1 +0.1%
IRC
242
Investors Research Corp
Georgia
$105K +$47.4K +425 +92%
NSIM
243
North Star Investment Management
Illinois
$105K +$99.2K +890 New
LWM
244
Liberty Wealth Management
California
$98K +$111 +1 +0.1%
GRP
245
Global Retirement Partners
California
$88K -$2.67K -24 -3%
FHA
246
First Horizon Advisors
Tennessee
$84K
GI
247
Gradient Investments
Minnesota
$82K -$12.3K -110 -14%
AIC
248
Archer Investment Corporation
Indiana
$81.3K +$780 +7 +1%
AF
249
Allworth Financial
California
$71K
FCM
250
Firestone Capital Management
Florida
$69K

FTEC Hedge Fund Activity: Q2 2021 in Review

298 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2021, worth a combined $1.38B — up 19% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FTEC and 28 opened new positions — a net loss of 2 holders — while 121 trimmed existing stakes and 100 added.

The largest buyer was Charles Schwab, adding an estimated $66.4M. The largest seller was Financial Perspectives, cutting an estimated $22.4M.

  • 298 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2021, down from 302 in Q1 2021.
  • Funds reported $1.38B of Fidelity MSCI Information Technology Index ETF stock for Q2 2021, up 19% quarter-over-quarter.
  • 28 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2021 and 30 closed out, a net change of -2 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2021 was Charles Schwab, an estimated $66.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2021 was Financial Perspectives, an estimated $22.4M sold.

Based on aggregated 13F filings for Q2 2021.