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Fidelity MSCI Information Technology Index ETF

309 hedge funds and large institutions have $1.05B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 117 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

446% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $318K

2.35% less ownership

Funds ownership: 23.2%20.86% (-2.3%)

7% less funds holding

Funds holding: 332309 (-23)

24% less capital invested

Capital invested by funds: $1.39B → $1.05B (-$338M)

25% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 117

38% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 53

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
309
Holders Change
-23
Holders Change %
-6.93%
% of All Funds
5.21%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.13%
New
33
Increased
88
Reduced
117
Closed
53
Calls
$1.74M
Puts
$318K
Net Calls
+$1.42M
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Accel Wealth Management
Iowa
$54K
WWP
252
WR Wealth Planners
Missouri
$53.8K -$9.38K -88 -14%
ODG
253
O'Dell Group
Ohio
$52K
OLVIG
254
Oliver Lagore Vanvalin Investment Group
Michigan
$49K
COCM
255
Charter Oak Capital Management
New Hampshire
$48K
AWM
256
Aspire Wealth Management
Massachusetts
$41K -$30.5K -286 -40%
TWM
257
Tradition Wealth Management
Minnesota
$38K -$919K -8,624 -96%
S
258
SignatureFD
Georgia
$36K
VNA
259
Valley National Advisers
Pennsylvania
$35K +$107 +1 +0.3%
HNB
260
Huntington National Bank
Ohio
$32K
HIA
261
Harbor Investment Advisory
Maryland
$32K +$35.3K +331 New
SSB
262
Sandy Spring Bank
Maryland
$31K -$62.9K -590 -64%
LC
263
Lindbrook Capital
California
$29K
FDCDDQ
264
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.5K
PGAM
265
Princeton Global Asset Management
New Jersey
$27K
Deutsche Bank
266
Deutsche Bank
Germany
$26K
CFGS
267
Concourse Financial Group Securities
Alabama
$26K +$1.07K +10 +4%
GEA
268
Glen Eagle Advisors
New Jersey
$25.6K +$28.2K +265 New
TSWM
269
Tyler-Stone Wealth Management
Ohio
$25K
MAM
270
Meeder Asset Management
Ohio
$24K -$107 -1 -0.4%
SC
271
Schubert & Co
Texas
$20K
TAM
272
Tucker Asset Management
Colorado
$19.9K
SFCL
273
Strengthening Families & Communities LLC
Massachusetts
$19K
VCM
274
Versant Capital Management
Arizona
$19K
NFSG
275
Newbridge Financial Services Group
Florida
$17K -$21.2K -199 -53%

FTEC Hedge Fund Activity: Q2 2022 in Review

309 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2022, worth a combined $1.05B — down 24% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of FTEC and 33 opened new positions — a net loss of 20 holders — while 117 trimmed existing stakes and 88 added.

The largest buyer was Lido Advisors, adding an estimated $15.1M. The largest seller was Envestnet Asset Management, cutting an estimated $16.1M.

  • 309 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2022, down from 332 in Q1 2022.
  • Funds reported $1.05B of Fidelity MSCI Information Technology Index ETF stock for Q2 2022, down 24% quarter-over-quarter.
  • 33 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2022 and 53 closed out, a net change of -20 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2022 was Lido Advisors, an estimated $15.1M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2022.