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Fidelity MSCI Information Technology Index ETF

335 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 118 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,077% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $57K

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

15% more capital invested

Capital invested by funds: $1.02B → $1.18B (+$154M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4% more funds holding

Funds holding: 323335 (+12)

0.23% more ownership

Funds ownership: 20.81%21.04% (+0.23%)

6% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 118

Holders
335
Holders Change
+12
Holders Change %
+3.72%
% of All Funds
5.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
47
Increased
111
Reduced
118
Closed
25
Calls
$2.95M
Puts
$57K
Net Calls
+$2.89M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
Apriem Advisors
California
$262K +$209 +2 +0.1%
SVWAG
227
Sound View Wealth Advisors Group
Georgia
$262K -$162K -1,547 -40%
ATC
228
Adirondack Trust Company
New York
$262K
CAC
229
Certified Advisory Corp
Florida
$255K +$234K +2,233 New
SFA
230
Sequoia Financial Advisors
Ohio
$253K +$232K +2,217 New
HWA
231
HHM Wealth Advisors
Tennessee
$250K
BL
232
BFSG LLC
California
$250K +$230K +2,196 New
CI
233
CPR Investments
Michigan
$250K +$229K +2,191 New
HWM
234
HB Wealth Management
Georgia
$243K +$105 +1 +0%
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$237K +$218K +2,082 New
EHC
236
Everett Harris & Co
California
$234K +$214K +2,050 New
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$232K +$97K +928 +83%
LWM
238
Lyell Wealth Management
California
$232K +$213K +2,036 New
IWN
239
Independent Wealth Network
Iowa
$228K +$210K +2,005 New
LGA
240
Lebenthal Global Advisors
New York
$227K -$24.1K -230 -10%
SHIM
241
Stone House Investment Management
Pennsylvania
$223K -$22.5K -215 -10%
LWM
242
LJI Wealth Management
Indiana
$219K -$30.7K -294 -13%
FFP
243
FourThought Financial Partners
Florida
$217K +$199K +1,906 New
AWM
244
Adams Wealth Management
Utah
$215K +$198K +1,890 New
GRP
245
Global Retirement Partners
California
$215K +$54.2K +518 +37%
MHR
246
Matthew Hamilton Rosenberg
$212K
CF
247
Centaurus Financial
California
$210K +$26.8K +256 +16%
EAM
248
Empirical Asset Management
Massachusetts
$210K +$193K +1,842 New
CCM
249
Cox Capital Management
Massachusetts
$205K +$188K +1,800 New
Renaissance Technologies
250
Renaissance Technologies
New York
$205K +$188K +1,800 New

FTEC Hedge Fund Activity: Q1 2023 in Review

335 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2023, worth a combined $1.18B — up 15% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FTEC positions and 25 closed out — a net gain of 22 holders — while 111 added to existing stakes and 118 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $13.6M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $7.38M.

  • 335 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2023, up from 323 in Q4 2022.
  • Funds reported $1.18B of Fidelity MSCI Information Technology Index ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 47 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2023 and 25 closed out, a net change of +22 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2023 was Portfolio Strategies, an estimated $13.6M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $7.38M sold.

Based on aggregated 13F filings for Q1 2023.