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Fidelity MSCI Information Technology Index ETF

332 hedge funds and large institutions have $1.39B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 108 increasing their positions, 133 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $492K

0.81% more ownership

Funds ownership: 22.4%23.2% (+0.81%)

4% less funds holding

Funds holding: 347332 (-15)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

13% less capital invested

Capital invested by funds: $1.6B → $1.39B (-$207M)

19% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 133

25% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 48

Holders
332
Holders Change
-15
Holders Change %
-4.32%
% of All Funds
5.24%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
36
Increased
108
Reduced
133
Closed
48
Calls
$1.71M
Puts
$492K
Net Calls
+$1.22M
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
226
Cerity Partners OCIO
New York
$267K -$121K -1,000 -32%
LGA
227
Lebenthal Global Advisors
New York
$264K
CF
228
Centaurus Financial
California
$260K -$6.19K -51 -2%
T
229
TCWP
Ohio
$256K -$125K -1,031 -33%
PWS
230
Paragon Wealth Strategies
Florida
$256K +$253K +2,082 New
EGWAG
231
Elwood & Goetz Wealth Advisory Group
Georgia
$255K +$251K +2,068 New
RA
232
RFG Advisory
Alabama
$248K +$48.4K +399 +25%
RF
233
RHS Financial
California
$241K +$238K +1,958 New
IWN
234
Independent Wealth Network
Iowa
$240K -$3.76K -31 -2%
WS
235
Wedbush Securities
California
$237K +$53.3K +439 +29%
MCM
236
MAI Capital Management
Ohio
$236K -$85.5K -705 -27%
Bank of Montreal
237
Bank of Montreal
Ontario, Canada
$236K +$109K +900 +91%
FHA
238
Flagship Harbor Advisors
Massachusetts
$234K +$243 +2 +0.1%
MHR
239
Matthew Hamilton Rosenberg
$229K -$2.55K -21 -1%
GWM
240
Geneos Wealth Management
Colorado
$221K +$13.2K +109 +6%
CAC
241
Certified Advisory Corp
Florida
$220K +$11.4K +94 +6%
FFA
242
First Foundation Advisors
California
$217K -$25K -206 -10%
IAA
243
Independent Advisor Alliance
North Carolina
$215K -$12.9K -106 -6%
IAG
244
Investmark Advisory Group
Connecticut
$213K +$2.55K +21 +1%
HWMA
245
Heritage Wealth Management (Arizona)
Arizona
$209K +$206K +1,701 New
RIA
246
Regal Investment Advisors
Michigan
$208K +$205K +1,688 New
PWA
247
Physician Wealth Advisors
Utah
$207K +$220K +1,814 New
EH
248
Equitable Holdings
New York
$202K -$317K -2,613 -61%
AWM
249
Avior Wealth Management
Nebraska
$199K -$121 -1 -0.1%
SC
250
SouthState Corp
Florida
$191K +$188K +1,552 New

FTEC Hedge Fund Activity: Q1 2022 in Review

332 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2022, worth a combined $1.39B — down 13% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of FTEC and 36 opened new positions — a net loss of 12 holders — while 133 trimmed existing stakes and 108 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $136M. The largest seller was Charles Schwab, cutting an estimated $28.3M.

  • 332 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2022, down from 347 in Q4 2021.
  • Funds reported $1.39B of Fidelity MSCI Information Technology Index ETF stock for Q1 2022, down 13% quarter-over-quarter.
  • 36 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2022 and 48 closed out, a net change of -12 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $136M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2022 was Charles Schwab, an estimated $28.3M sold.

Based on aggregated 13F filings for Q1 2022.