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Fidelity MSCI Information Technology Index ETF

298 hedge funds and large institutions have $1.38B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $883K

19% more capital invested

Capital invested by funds: $1.15B → $1.38B (+$223M)

1.1% more ownership

Funds ownership: 22.06%23.16% (+1.1%)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

1% less funds holding

Funds holding: 302298 (-4)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

17% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 121

Holders
298
Holders Change
-4
Holders Change %
-1.32%
% of All Funds
5.19%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
28
Increased
100
Reduced
121
Closed
30
Calls
$1.39M
Puts
$883K
Net Calls
+$507K
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
251
Professional Financial Advisors
Nebraska
$69K +$21.5K +193 +49%
CFO
252
CVA Family Office
Colorado
$68K -$117K -1,050 -64%
RCA
253
Ranch Capital Advisors
Florida
$58K -$55.7K -500 Closed
First Manhattan
254
First Manhattan
New York
$58K
APA
255
American Portfolios Advisors
New York
$55K +$1.34K +12 +3%
FMTCOCP
256
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$55K +$44.6K +400 +571%
PMFA
257
Plante Moran Financial Advisors
Michigan
$51K
JP Morgan Chase
258
JP Morgan Chase
New York
$50K -$9.59K -86 -17%
CAAS
259
Capital Asset Advisory Services
Michigan
$50K +$47.6K +427 New
TWM
260
Tradition Wealth Management
Minnesota
$47K +$44.6K +400 New
NFSG
261
Newbridge Financial Services Group
Florida
$44K
S
262
SignatureFD
Georgia
$44K
FA
263
Fortis Advisors
Pennsylvania
$41K +$9.25K +83 +31%
HNB
264
Huntington National Bank
Ohio
$39K
VNA
265
Valley National Advisers
Pennsylvania
$38K
TAM
266
Tucker Asset Management
Colorado
$34.9K -$29K -260 -47%
PGAM
267
Princeton Global Asset Management
New Jersey
$33K
CFGS
268
Concourse Financial Group Securities
Alabama
$32K
MAM
269
Meeder Asset Management
Ohio
$30K
SL
270
Savior LLC
Massachusetts
$27K -$11.8K -106 -32%
CFG
271
CKW Financial Group
Hawaii
$27K +$5.57K +50 +28%
NFG
272
Next Financial Group
Texas
$27K +$11.7K +105 +87%
HFA
273
Hoover Financial Advisors
Pennsylvania
$24K
VCM
274
Versant Capital Management
Arizona
$23K
OSAM
275
O'Shaughnessy Asset Management
Connecticut
$22K

FTEC Hedge Fund Activity: Q2 2021 in Review

298 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2021, worth a combined $1.38B — up 19% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FTEC and 28 opened new positions — a net loss of 2 holders — while 121 trimmed existing stakes and 100 added.

The largest buyer was Charles Schwab, adding an estimated $66.4M. The largest seller was Financial Perspectives, cutting an estimated $22.4M.

  • 298 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2021, down from 302 in Q1 2021.
  • Funds reported $1.38B of Fidelity MSCI Information Technology Index ETF stock for Q2 2021, up 19% quarter-over-quarter.
  • 28 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2021 and 30 closed out, a net change of -2 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2021 was Charles Schwab, an estimated $66.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2021 was Financial Perspectives, an estimated $22.4M sold.

Based on aggregated 13F filings for Q2 2021.