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Fidelity MSCI Information Technology Index ETF

430 hedge funds and large institutions have $2.27B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 161 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $3.58M | Put options by funds: $1.03M

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

25% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 129

19% more capital invested

Capital invested by funds: $1.91B → $2.27B (+$363M)

3% more funds holding

Funds holding: 419430 (+11)

0.58% more ownership

Funds ownership: 23.03%23.61% (+0.58%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
430
Holders Change
+11
Holders Change %
+2.63%
% of All Funds
6.19%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
52
Increased
161
Reduced
129
Closed
36
Calls
$3.58M
Puts
$1.03M
Net Calls
+$2.56M
Net Calls Change
-$6.04M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
226
Sequoia Financial Advisors
Ohio
$491K -$30.4K -202 -6%
Northern Trust
227
Northern Trust
Illinois
$472K -$108K -716 -19%
CWM
228
Calamos Wealth Management
Illinois
$471K
WJA
229
Willis Johnson & Associates
Texas
$468K +$904 +6 +0.2%
ATC
230
Adirondack Trust Company
New York
$464K
VFA
231
Valeo Financial Advisors
Indiana
$457K
HWM
232
HB Wealth Management
Georgia
$454K +$102K +675 +30%
CAC
233
Certified Advisory Corp
Florida
$450K +$38.7K +257 +10%
BWM
234
BCS Wealth Management
Tennessee
$449K -$1.35K -9 -0.3%
CCG
235
Catalina Capital Group
California
$442K +$452 +3 +0.1%
BWL
236
Bogart Wealth LLC
Virginia
$437K -$22.3K -148 -5%
AWG
237
Altus Wealth Group
Colorado
$435K
OFG
238
OmniStar Financial Group
North Carolina
$432K +$417K +2,771 New
USCWA
239
U.S. Capital Wealth Advisors
Texas
$421K +$4.07K +27 +1%
SWA
240
Stratos Wealth Advisors
Ohio
$413K -$16.7K -111 -4%
T
241
TNF
Montana
$409K +$2.71K +18 +0.7%
WS
242
Wedbush Securities
California
$405K -$81.5K -541 -17%
MHB
243
Midwest Heritage Bank
Iowa
$399K -$55.1K -366 -13%
TP
244
Tranquility Partners
Tennessee
$398K
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$396K +$75.3K +500 +25%
DOA
246
D'Orazio & Associates
Virginia
$395K -$151 -1 -0%
GL
247
Graypoint LLC
New York
$394K +$602 +4 +0.2%
FLPIM
248
F.L. Putnam Investment Management
Massachusetts
$393K
AFG
249
Atomi Financial Group
New York
$384K +$371K +2,466 New
WAP
250
Wealthcare Advisory Partners
Pennsylvania
$383K -$36.1K -240 -9%

FTEC Hedge Fund Activity: Q1 2024 in Review

430 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2024, worth a combined $2.27B — up 19% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FTEC positions and 36 closed out — a net gain of 16 holders — while 161 added to existing stakes and 129 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $190M. The largest seller was Morgan Stanley, cutting an estimated $36.2M.

  • 430 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2024, up from 419 in Q4 2023.
  • Funds reported $2.27B of Fidelity MSCI Information Technology Index ETF stock for Q1 2024, up 19% quarter-over-quarter.
  • 52 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2024 and 36 closed out, a net change of +16 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2024 was Churchill Management, an estimated $190M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2024.