We are live on ! Find out more
FTEC icon

Fidelity MSCI Information Technology Index ETF

332 hedge funds and large institutions have $1.39B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 108 increasing their positions, 133 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $492K

0.81% more ownership

Funds ownership: 22.4%23.2% (+0.81%)

4% less funds holding

Funds holding: 347332 (-15)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

13% less capital invested

Capital invested by funds: $1.6B → $1.39B (-$207M)

19% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 133

25% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 48

Holders
332
Holders Change
-15
Holders Change %
-4.32%
% of All Funds
5.24%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
36
Increased
108
Reduced
133
Closed
48
Calls
$1.71M
Puts
$492K
Net Calls
+$1.22M
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$170K
EWA
252
EP Wealth Advisors
California
$166K +$163K +1,347 New
CFD
253
Creative Financial Designs
Indiana
$158K -$34.9K -288 -18%
CWA
254
Clearview Wealth Advisors
Oregon
$157K -$10.4K -86 -6%
Rockefeller Capital Management
255
Rockefeller Capital Management
New York
$149K +$95K +783 +182%
GRP
256
Global Retirement Partners
California
$143K +$69.4K +572 +67%
CWP
257
Concord Wealth Partners
Virginia
$138K +$243 +2 +0.2%
SAM
258
Strategic Asset Management
Minnesota
$127K -$25.5K -210 -17%
BCMLT
259
Beacon Capital Management LLC (Tennessee)
Tennessee
$124K +$123K +1,012 New
KPCM
260
Kings Point Capital Management
New York
$123K
EW
261
Element Wealth
Mississippi
$120K +$243 +2 +0.2%
SSB
262
Sandy Spring Bank
Maryland
$113K +$71.6K +590 +182%
NSIM
263
North Star Investment Management
Illinois
$110K
HBW
264
Hazlett, Burt & Watson
West Virginia
$102K +$101K +829 New
AWM
265
Aspire Wealth Management
Massachusetts
$88K -$34.3K -283 -28%
WWP
266
WR Wealth Planners
Missouri
$79.4K +$78.3K +645 New
CFO
267
CVA Family Office
Colorado
$71K
AWM
268
Accel Wealth Management
Iowa
$66K -$42.1K -347 -39%
ODG
269
O'Dell Group
Ohio
$66K
APA
270
American Portfolios Advisors
New York
$65.1K -$12.3K -101 -16%
OLVIG
271
Oliver Lagore Vanvalin Investment Group
Michigan
$62K +$61.4K +506 New
COCM
272
Charter Oak Capital Management
New Hampshire
$61K -$56.2K -463 -48%
PMFA
273
Plante Moran Financial Advisors
Michigan
$55K -$81.3K -670 -60%
Koshinski Asset Management
274
Koshinski Asset Management
Illinois
$49.7K
NFSG
275
Newbridge Financial Services Group
Florida
$47K

FTEC Hedge Fund Activity: Q1 2022 in Review

332 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2022, worth a combined $1.39B — down 13% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of FTEC and 36 opened new positions — a net loss of 12 holders — while 133 trimmed existing stakes and 108 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $136M. The largest seller was Charles Schwab, cutting an estimated $28.3M.

  • 332 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2022, down from 347 in Q4 2021.
  • Funds reported $1.39B of Fidelity MSCI Information Technology Index ETF stock for Q1 2022, down 13% quarter-over-quarter.
  • 36 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2022 and 48 closed out, a net change of -12 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $136M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2022 was Charles Schwab, an estimated $28.3M sold.

Based on aggregated 13F filings for Q1 2022.