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Fidelity MSCI Information Technology Index ETF

323 hedge funds and large institutions have $1.02B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

590% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $293K

136% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 25

8% more funds holding

Funds holding: 298323 (+25)

8% more capital invested

Capital invested by funds: $948M → $1.02B (+$76.3M)

0.69% more ownership

Funds ownership: 20.12%20.81% (+0.69%)

10% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 111

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
323
Holders Change
+25
Holders Change %
+8.39%
% of All Funds
5.19%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
59
Increased
100
Reduced
111
Closed
25
Calls
$2.02M
Puts
$293K
Net Calls
+$1.73M
Net Calls Change
-$106K
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
251
TrustCore Financial Services
Tennessee
$71K +$72.5K +751 New
GWM
252
Geneos Wealth Management
Colorado
$70.9K
CT
253
Colonial Trust
South Carolina
$66.2K +$67.6K +700 New
MFT
254
Moisand Fitzgerald Tamayo
Florida
$61.6K
AWM
255
Align Wealth Management
Oklahoma
$58.2K +$61.8K +640 New
PFA
256
Pathway Financial Advisers
Indiana
$55.8K +$57.1K +591 New
CFO
257
CVA Family Office
Colorado
$54.8K
AWM
258
Accel Wealth Management
Iowa
$50.7K
WWP
259
WR Wealth Planners
Missouri
$45.6K -$1.45K -15 -3%
FHA
260
First Horizon Advisors
Tennessee
$44.5K -$11.9K -123 -21%
PGAM
261
Princeton Global Asset Management
New Jersey
$39K +$12.9K +134 +48%
RBC
262
Romano Brothers & Co
Illinois
$37.8K +$38.6K +400 New
MCC
263
Money Concepts Capital
Florida
$36.8K +$37.6K +389 New
S
264
SignatureFD
Georgia
$35K
HNB
265
Huntington National Bank
Ohio
$31.2K
Qube Research & Technologies (QRT)
266
Qube Research & Technologies (QRT)
United Kingdom
$29.7K -$869 -9 -3%
CSPIA
267
Cary Street Partners Investment Advisory
Virginia
$28.5K +$29.2K +302 New
LC
268
Lindbrook Capital
California
$28.4K
SIC
269
Salem Investment Counselors
North Carolina
$28.4K +$4.83K +50 +20%
FDCDDQ
270
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.9K
FFA
271
Farther Finance Advisors
California
$26.5K +$27K +280 New
US Bancorp
272
US Bancorp
Minnesota
$25.2K
TSWM
273
Tyler-Stone Wealth Management
Ohio
$25K
HWM
274
HighMark Wealth Management
Minnesota
$23.6K
MPCL
275
My Personal CFO LLC
Washington
$21.5K +$22K +228 New

FTEC Hedge Fund Activity: Q4 2022 in Review

323 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2022, worth a combined $1.02B — up 8.1% from $948M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FTEC positions and 25 closed out — a net gain of 34 holders — while 100 added to existing stakes and 111 trimmed.

The largest buyer was Charles Schwab, adding an estimated $13M. The largest seller was Madrona Financial Services, exiting entirely with an estimated $5.02M sold.

  • 323 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2022, up from 298 in Q3 2022.
  • Funds reported $1.02B of Fidelity MSCI Information Technology Index ETF stock for Q4 2022, up 8.1% quarter-over-quarter.
  • 59 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2022 and 25 closed out, a net change of +34 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2022 was Charles Schwab, an estimated $13M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2022 was Madrona Financial Services, an estimated $5.02M sold.

Based on aggregated 13F filings for Q4 2022.