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Fidelity MSCI Information Technology Index ETF

419 hedge funds and large institutions have $1.91B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 133 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,995% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $215K

161% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 33

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

21% more capital invested

Capital invested by funds: $1.58B → $1.91B (+$333M)

13% more funds holding

Funds holding: 371419 (+48)

12% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 119

0.18% more ownership

Funds ownership: 22.86%23.03% (+0.18%)

Holders
419
Holders Change
+48
Holders Change %
+12.94%
% of All Funds
6.11%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
86
Increased
133
Reduced
119
Closed
33
Calls
$8.8M
Puts
$215K
Net Calls
+$8.59M
Net Calls Change
+$6.97M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
251
HB Wealth Management
Georgia
$322K +$13.4K +101 +5%
HKIMG
252
Hutchens & Kramer Investment Management Group
Indiana
$312K +$288K +2,172 New
Fisher Asset Management
253
Fisher Asset Management
Washington
$310K -$364K -2,751 -56%
MG
254
Mather Group
Illinois
$309K +$33.2K +251 +13%
IW
255
Instrumental Wealth
Florida
$306K +$2.38K +18 +0.9%
MCM
256
Magnolia Capital Management
New York
$303K
RLWM
257
RF&L Wealth Management
Massachusetts
$303K
Cerity Partners
258
Cerity Partners
New York
$297K +$274K +2,067 New
EHC
259
Everett Harris & Co
California
$294K
MC
260
Moors & Cabot
Massachusetts
$293K +$20K +151 +8%
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$293K
EWM
262
Empirical Wealth Management
Washington
$289K
MCM
263
MAI Capital Management
Ohio
$288K +$132 +1 +0%
SRSA
264
S.R. Schill & Associates
Washington
$288K +$265K +2,002 New
CMAI
265
Capital Management Associates Inc
Minnesota
$287K +$265K +2,000 New
Qube Research & Technologies (QRT)
266
Qube Research & Technologies (QRT)
United Kingdom
$282K +$260K +1,965 New
IWN
267
Independent Wealth Network
Iowa
$279K -$7.95K -60 -3%
GJIA
268
Glass Jacobson Investment Advisors
Maryland
$277K -$30.2K -228 -11%
SMA
269
Seven Mile Advisory
New Jersey
$277K
CAMG
270
CWA Asset Management Group
Florida
$276K +$254K +1,920 New
O3W
271
Omni 360 Wealth
New Jersey
$276K +$254K +1,920 New
MHR
272
Matthew Hamilton Rosenberg
$267K
VBCG
273
Valley Brook Capital Group
Pennsylvania
$261K +$241K +1,820 New
BSW
274
Buckingham Strategic Wealth
Missouri
$260K +$14.2K +107 +6%
BRWA
275
B. Riley Wealth Advisors
Florida
$258K -$19.9K -150 -8%

FTEC Hedge Fund Activity: Q4 2023 in Review

419 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2023, worth a combined $1.91B — up 21% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new FTEC positions and 33 closed out — a net gain of 53 holders — while 133 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.4M. The largest seller was Full Sail Capital, cutting an estimated $26.5M.

  • 419 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2023, up from 371 in Q3 2023.
  • Funds reported $1.91B of Fidelity MSCI Information Technology Index ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 86 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2023 and 33 closed out, a net change of +53 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $35.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2023 was Full Sail Capital, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2023.