We are live on ! Find out more
FTEC icon

Fidelity MSCI Information Technology Index ETF

347 hedge funds and large institutions have $1.6B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 105 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

122% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $898K

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

16% more capital invested

Capital invested by funds: $1.37B → $1.6B (+$222M)

14% more funds holding

Funds holding: 304347 (+43)

0.1% more ownership

Funds ownership: 22.29%22.4% (+0.1%)

5% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 110

Holders
347
Holders Change
+43
Holders Change %
+14.14%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.23%
New
76
Increased
105
Reduced
110
Closed
26
Calls
$1.99M
Puts
$898K
Net Calls
+$1.09M
Net Calls Change
+$701K
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
251
Reitz Capital Advisors
Michigan
$231K +$255K +1,965 New
SF
252
Summit Financial
New Jersey
$230K +$260 +2 +0.1%
CAC
253
Certified Advisory Corp
Florida
$229K -$38.4K -296 -15%
GWM
254
Geneos Wealth Management
Colorado
$228K
DWM
255
Dakota Wealth Management
Florida
$222K +$213K +1,640 New
IRC
256
Investors Research Corp
Georgia
$221K +$51.1K +394 +32%
RA
257
RFG Advisory
Alabama
$219K -$473K -3,644 -69%
AWM
258
Avior Wealth Management
Nebraska
$219K -$2.21K -17 -1%
AWM
259
Adams Wealth Management
Utah
$219K +$210K +1,619 New
SWA
260
SFMG Wealth Advisors
Texas
$216K +$207K +1,594 New
FCH
261
Freestone Capital Holdings
Washington
$214K +$205K +1,577 New
CFD
262
Creative Financial Designs
Indiana
$212K
RDWM
263
Red Door Wealth Management
Tennessee
$212K +$204K +1,570 New
OIA
264
OneDigital Investment Advisors
Kansas
$208K +$199K +1,534 New
BCM
265
Beaumont Capital Management
Massachusetts
$205K -$26.6K -205 -12%
CFB
266
Cullen/Frost Bankers
Texas
$205K +$196K +1,511 New
GCP
267
GSA Capital Partners
United Kingdom
$203K -$134K -1,031 -41%
BPWM
268
Badgley Phelps Wealth Managers
Washington
$203K +$195K +1,500 New
WS
269
Wedbush Securities
California
$202K +$193K +1,489 New
UL
270
Unionview LLC
Washington
$200K +$192K +1,479 New
PNC Financial Services Group
271
PNC Financial Services Group
Pennsylvania
$187K
CWA
272
Clearview Wealth Advisors
Oregon
$185K -$55.3K -426 -24%
JP Morgan Chase
273
JP Morgan Chase
New York
$174K +$49.6K +382 +42%
SAM
274
Strategic Asset Management
Minnesota
$168K -$107K -824 -40%
PMFA
275
Plante Moran Financial Advisors
Michigan
$152K -$128K -989 -47%

FTEC Hedge Fund Activity: Q4 2021 in Review

347 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2021, worth a combined $1.6B — up 16% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FTEC positions and 26 closed out — a net gain of 50 holders — while 105 added to existing stakes and 110 trimmed.

The largest buyer was Lido Advisors, adding an estimated $21.9M. The largest seller was Brookstone Capital Management, cutting an estimated $12.1M.

  • 347 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2021, up from 304 in Q3 2021.
  • Funds reported $1.6B of Fidelity MSCI Information Technology Index ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 76 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2021 and 26 closed out, a net change of +50 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2021 was Lido Advisors, an estimated $21.9M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2021 was Brookstone Capital Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2021.