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Fidelity MSCI Information Technology Index ETF

347 hedge funds and large institutions have $1.6B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 105 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

122% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $898K

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

16% more capital invested

Capital invested by funds: $1.37B → $1.6B (+$222M)

14% more funds holding

Funds holding: 304347 (+43)

0.1% more ownership

Funds ownership: 22.29%22.4% (+0.1%)

5% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 110

Holders
347
Holders Change
+43
Holders Change %
+14.14%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.23%
New
76
Increased
105
Reduced
110
Closed
26
Calls
$1.99M
Puts
$898K
Net Calls
+$1.09M
Net Calls Change
+$701K
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
226
Beacon Pointe Advisors
California
$310K +$297K +2,288 New
LWM
227
Lyell Wealth Management
California
$305K +$293K +2,254 New
HGWM
228
Horst & Graben Wealth Management
Oregon
$301K -$154K -1,189 -35%
WP
229
WealthShield Partners
North Carolina
$293K +$29.9K +230 +12%
CF
230
Centaurus Financial
California
$292K -$8.05K -62 -3%
LGA
231
Lebenthal Global Advisors
New York
$290K -$42.2K -325 -13%
IDA
232
Intelligence Driven Advisers
California
$282K +$313K +2,414 New
IWN
233
Independent Wealth Network
Iowa
$268K -$52.2K -402 -17%
FFA
234
First Foundation Advisors
California
$267K +$255K +1,968 New
BSW
235
Buckingham Strategic Wealth
Missouri
$264K +$253K +1,947 New
HWM
236
HB Wealth Management
Georgia
$264K +$254K +1,953 New
MMA
237
Miracle Mile Advisors
California
$262K +$251K +1,935 New
FP
238
Financial Perspectives
Minnesota
$261K +$519 +4 +0.2%
AIA
239
Acute Investment Advisory
Arizona
$258K +$248K +1,907 New
FHA
240
Flagship Harbor Advisors
Massachusetts
$257K -$21.3K -164 -8%
MHR
241
Matthew Hamilton Rosenberg
$255K
Luther King Capital Management (LKCM)
242
Luther King Capital Management (LKCM)
Texas
$254K
CPIA
243
Cornell Pochily Investment Advisors
New York
$253K -$909 -7 -0.4%
DC
244
Davenport & Co
Virginia
$252K +$242K +1,864 New
IAA
245
Independent Advisor Alliance
North Carolina
$251K -$13.1K -101 -5%
EWA
246
Exencial Wealth Advisors
Oklahoma
$248K +$238K +1,830 New
AF
247
Allworth Financial
California
$247K +$260 +2 +0.1%
KPW
248
Kore Private Wealth
New York
$232K -$3.22M -24,831 -94%
ERWM
249
Elk River Wealth Management
Colorado
$232K +$223K +1,716 New
IAG
250
Investmark Advisory Group
Connecticut
$231K +$222K +1,712 New

FTEC Hedge Fund Activity: Q4 2021 in Review

347 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2021, worth a combined $1.6B — up 16% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FTEC positions and 26 closed out — a net gain of 50 holders — while 105 added to existing stakes and 110 trimmed.

The largest buyer was Lido Advisors, adding an estimated $21.9M. The largest seller was Brookstone Capital Management, cutting an estimated $12.1M.

  • 347 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2021, up from 304 in Q3 2021.
  • Funds reported $1.6B of Fidelity MSCI Information Technology Index ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 76 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2021 and 26 closed out, a net change of +50 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2021 was Lido Advisors, an estimated $21.9M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2021 was Brookstone Capital Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2021.