We are live on ! Find out more
FTEC icon

Fidelity MSCI Information Technology Index ETF

309 hedge funds and large institutions have $1.05B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 117 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

446% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $318K

2.35% less ownership

Funds ownership: 23.2%20.86% (-2.3%)

7% less funds holding

Funds holding: 332309 (-23)

24% less capital invested

Capital invested by funds: $1.39B → $1.05B (-$338M)

25% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 117

38% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 53

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
309
Holders Change
-23
Holders Change %
-6.93%
% of All Funds
5.21%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.13%
New
33
Increased
88
Reduced
117
Closed
53
Calls
$1.74M
Puts
$318K
Net Calls
+$1.42M
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Avior Wealth Management
Nebraska
$154K -$1.39K -13 -0.8%
HWMA
227
Heritage Wealth Management (Arizona)
Arizona
$151K -$14.4K -135 -8%
SC
228
SouthState Corp
Florida
$150K
CFB
229
Cullen/Frost Bankers
Texas
$141K +$156K +1,460 New
GRP
230
Global Retirement Partners
California
$139K +$746 +7 +0.5%
EWA
231
EP Wealth Advisors
California
$130K
GWM
232
Geneos Wealth Management
Colorado
$126K -$51.9K -487 -27%
BCMLT
233
Beacon Capital Management LLC (Tennessee)
Tennessee
$124K
CFD
234
Creative Financial Designs
Indiana
$124K
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$112K -$23.1K -217 -16%
CWP
236
Concord Wealth Partners
Virginia
$109K +$320 +3 +0.3%
CWA
237
Clearview Wealth Advisors
Oregon
$108K -$17.4K -163 -13%
Qube Research & Technologies (QRT)
238
Qube Research & Technologies (QRT)
United Kingdom
$103K +$76.9K +722 +210%
SAM
239
Strategic Asset Management
Minnesota
$99K
PO
240
Private Ocean
California
$96K +$107K +1,000 New
EW
241
Element Wealth
Mississippi
$94K +$213 +2 +0.2%
NSIM
242
North Star Investment Management
Illinois
$86K
HBW
243
Hazlett, Burt & Watson
West Virginia
$80K +$213 +2 +0.2%
BFPW
244
BOK Financial Private Wealth
Colorado
$77K +$84.7K +795 New
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$76K +$43.4K +407 +107%
MFT
246
Moisand Fitzgerald Tamayo
Florida
$63K +$69.5K +652 New
FHA
247
First Horizon Advisors
Tennessee
$57K +$42K +394 +197%
HFS
248
Heritage Financial Services
Massachusetts
$57K +$63.9K +600 New
APA
249
American Portfolios Advisors
New York
$56.4K +$5.86K +55 +10%
CFO
250
CVA Family Office
Colorado
$56K

FTEC Hedge Fund Activity: Q2 2022 in Review

309 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2022, worth a combined $1.05B — down 24% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of FTEC and 33 opened new positions — a net loss of 20 holders — while 117 trimmed existing stakes and 88 added.

The largest buyer was Lido Advisors, adding an estimated $15.1M. The largest seller was Envestnet Asset Management, cutting an estimated $16.1M.

  • 309 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2022, down from 332 in Q1 2022.
  • Funds reported $1.05B of Fidelity MSCI Information Technology Index ETF stock for Q2 2022, down 24% quarter-over-quarter.
  • 33 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2022 and 53 closed out, a net change of -20 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2022 was Lido Advisors, an estimated $15.1M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2022.