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Fidelity MSCI Information Technology Index ETF

419 hedge funds and large institutions have $1.91B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 133 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,995% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $215K

161% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 33

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

21% more capital invested

Capital invested by funds: $1.58B → $1.91B (+$333M)

13% more funds holding

Funds holding: 371419 (+48)

12% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 119

0.18% more ownership

Funds ownership: 22.86%23.03% (+0.18%)

Holders
419
Holders Change
+48
Holders Change %
+12.94%
% of All Funds
6.11%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
86
Increased
133
Reduced
119
Closed
33
Calls
$8.8M
Puts
$215K
Net Calls
+$8.59M
Net Calls Change
+$6.97M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
SeaCrest Wealth Management
New York
$409K +$395K +2,982 New
ATPW
227
Ashton Thomas Private Wealth
Arizona
$409K +$377K +2,844 New
CCG
228
Catalina Capital Group
California
$407K +$375K +2,833 New
GM
229
GeoWealth Management
Illinois
$403K +$86.7K +655 +30%
AWG
230
Altus Wealth Group
Colorado
$401K
CSIA
231
Charles Schwab Investment Advisory
California
$401K +$120K +907 +48%
CAM
232
Cresset Asset Management
Illinois
$399K -$16.4K -124 -4%
SWA
233
Stratos Wealth Advisors
Ohio
$397K +$27.7K +209 +8%
RF
234
RHS Financial
California
$392K +$121K +910 +50%
LA
235
LexAurum Advisors
Kansas
$390K +$7.28K +55 +2%
WAP
236
Wealthcare Advisory Partners
Pennsylvania
$388K +$357K +2,699 New
USCWA
237
U.S. Capital Wealth Advisors
Texas
$385K +$397 +3 +0.1%
CAC
238
Certified Advisory Corp
Florida
$378K -$4.63K -35 -1%
AWM
239
Apollon Wealth Management
South Carolina
$373K +$6.36K +48 +2%
TP
240
Tranquility Partners
Tennessee
$367K
ANBT
241
American National Bank & Trust
Texas
$366K +$20K +151 +6%
GCP
242
GSA Capital Partners
United Kingdom
$365K +$336K +2,538 New
DOA
243
D'Orazio & Associates
Virginia
$364K +$1.06K +8 +0.3%
GL
244
Graypoint LLC
New York
$363K +$1.06K +8 +0.3%
FLPIM
245
F.L. Putnam Investment Management
Massachusetts
$362K -$4.5K -34 -1%
CFD
246
Creative Financial Designs
Indiana
$342K
AWM
247
Axxcess Wealth Management
California
$335K +$36.7K +277 +13%
FTS
248
Fifth Third Securities
Ohio
$331K +$21.1K +159 +7%
AA
249
Apriem Advisors
California
$330K
EIA
250
Eldridge Investment Advisors
New Hampshire
$324K

FTEC Hedge Fund Activity: Q4 2023 in Review

419 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2023, worth a combined $1.91B — up 21% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new FTEC positions and 33 closed out — a net gain of 53 holders — while 133 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.4M. The largest seller was Full Sail Capital, cutting an estimated $26.5M.

  • 419 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2023, up from 371 in Q3 2023.
  • Funds reported $1.91B of Fidelity MSCI Information Technology Index ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 86 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2023 and 33 closed out, a net change of +53 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $35.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2023 was Full Sail Capital, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2023.