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Fidelity MSCI Information Technology Index ETF

323 hedge funds and large institutions have $1.02B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

590% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $293K

136% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 25

8% more funds holding

Funds holding: 298323 (+25)

8% more capital invested

Capital invested by funds: $948M → $1.02B (+$76.3M)

0.69% more ownership

Funds ownership: 20.12%20.81% (+0.69%)

10% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 111

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
323
Holders Change
+25
Holders Change %
+8.39%
% of All Funds
5.19%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
59
Increased
100
Reduced
111
Closed
25
Calls
$2.02M
Puts
$293K
Net Calls
+$1.73M
Net Calls Change
-$106K
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
226
HHM Wealth Advisors
Tennessee
$207K +$212K +2,195 New
SHIM
227
Stone House Investment Management
Pennsylvania
$205K +$209K +2,169 New
RF
228
RHS Financial
California
$203K +$207K +2,148 New
HWM
229
HB Wealth Management
Georgia
$202K +$206K +2,134 New
SC
230
SouthState Corp
Florida
$194K
MHR
231
Matthew Hamilton Rosenberg
$176K
BFPW
232
BOK Financial Private Wealth
Colorado
$161K +$90.7K +939 +124%
CF
233
Centaurus Financial
California
$150K +$10.1K +105 +7%
PO
234
Private Ocean
California
$140K +$97 +1 +0.1%
USCWA
235
U.S. Capital Wealth Advisors
Texas
$140K +$143K +1,477 New
CS
236
Comerica Securities
Michigan
$133K -$236K -2,442 -63%
GRP
237
Global Retirement Partners
California
$133K +$1.45K +15 +1%
PP
238
PFS Partners
New Jersey
$132K -$172K -1,785 -56%
EWA
239
EP Wealth Advisors
California
$128K +$131K +1,357 New
CWP
240
Concord Wealth Partners
Virginia
$107K +$109K +1,133 New
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
$105K -$4.83K -50 -4%
BCMLT
242
Beacon Capital Management LLC (Tennessee)
Tennessee
$95.6K
CWA
243
Clearview Wealth Advisors
Oregon
$95.5K -$1.25K -13 -1%
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$93.2K -$1.93K -20 -2%
EW
245
Element Wealth
Mississippi
$92.6K +$193 +2 +0.2%
NSIM
246
North Star Investment Management
Illinois
$84.1K
CTA
247
Colonial Trust Advisors
South Carolina
$79.4K +$81.1K +840 New
HBW
248
Hazlett, Burt & Watson
West Virginia
$79K +$193 +2 +0.2%
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$79K +$11K +114 +16%
NECFA
250
New England Capital Financial Advisors
Connecticut
$74.2K +$71.6K +742 New

FTEC Hedge Fund Activity: Q4 2022 in Review

323 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2022, worth a combined $1.02B — up 8.1% from $948M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FTEC positions and 25 closed out — a net gain of 34 holders — while 100 added to existing stakes and 111 trimmed.

The largest buyer was Charles Schwab, adding an estimated $13M. The largest seller was Madrona Financial Services, exiting entirely with an estimated $5.02M sold.

  • 323 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2022, up from 298 in Q3 2022.
  • Funds reported $1.02B of Fidelity MSCI Information Technology Index ETF stock for Q4 2022, up 8.1% quarter-over-quarter.
  • 59 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2022 and 25 closed out, a net change of +34 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2022 was Charles Schwab, an estimated $13M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2022 was Madrona Financial Services, an estimated $5.02M sold.

Based on aggregated 13F filings for Q4 2022.