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Fidelity MSCI Information Technology Index ETF

430 hedge funds and large institutions have $2.27B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 161 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $3.58M | Put options by funds: $1.03M

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

25% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 129

19% more capital invested

Capital invested by funds: $1.91B → $2.27B (+$363M)

3% more funds holding

Funds holding: 419430 (+11)

0.58% more ownership

Funds ownership: 23.03%23.61% (+0.58%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
430
Holders Change
+11
Holders Change %
+2.63%
% of All Funds
6.19%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
52
Increased
161
Reduced
129
Closed
36
Calls
$3.58M
Puts
$1.03M
Net Calls
+$2.56M
Net Calls Change
-$6.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
251
Baird Financial Group
Wisconsin
$377K +$365K +2,421 New
CSIA
252
Charles Schwab Investment Advisory
California
$377K -$55.4K -368 -13%
RF
253
RHS Financial
California
$371K -$52.1K -346 -13%
IW
254
Instrumental Wealth
Florida
$367K +$31.8K +211 +10%
EWS
255
Evergreen Wealth Solutions
Pennsylvania
$362K -$184K -1,220 -34%
AA
256
Apriem Advisors
California
$358K
SL
257
SWMG LLC
Texas
$352K +$84.5K +561 +33%
EIA
258
Eldridge Investment Advisors
New Hampshire
$351K
EWM
259
Empirical Wealth Management
Washington
$345K +$30.4K +202 +10%
CFD
260
Creative Financial Designs
Indiana
$345K -$25.6K -170 -7%
MCM
261
MAI Capital Management
Ohio
$343K +$29.1K +193 +10%
LA
262
LexAurum Advisors
Kansas
$335K -$85.2K -566 -21%
CIBC Private Wealth Group
263
CIBC Private Wealth Group
Georgia
$335K +$104K +692 +48%
HKIMG
264
Hutchens & Kramer Investment Management Group
Indiana
$330K -$8.13K -54 -2%
MCM
265
Magnolia Capital Management
New York
$329K
RLWM
266
RF&L Wealth Management
Massachusetts
$329K
LC
267
Landaas & Company
Wisconsin
$327K +$316K +2,100 New
FTS
268
Fifth Third Securities
Ohio
$324K -$33.4K -222 -10%
LW
269
Linscomb Wealth
Texas
$324K +$313K +2,080 New
Cerity Partners
270
Cerity Partners
New York
$322K +$301 +2 +0.1%
EHC
271
Everett Harris & Co
California
$319K
SRSA
272
S.R. Schill & Associates
Washington
$313K +$1.05K +7 +0.3%
CMAI
273
Capital Management Associates Inc
Minnesota
$312K
MG
274
Mather Group
Illinois
$309K
AC
275
Arjuna Capital
North Carolina
$308K +$297K +1,974 New

FTEC Hedge Fund Activity: Q1 2024 in Review

430 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2024, worth a combined $2.27B — up 19% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FTEC positions and 36 closed out — a net gain of 16 holders — while 161 added to existing stakes and 129 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $190M. The largest seller was Morgan Stanley, cutting an estimated $36.2M.

  • 430 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2024, up from 419 in Q4 2023.
  • Funds reported $2.27B of Fidelity MSCI Information Technology Index ETF stock for Q1 2024, up 19% quarter-over-quarter.
  • 52 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2024 and 36 closed out, a net change of +16 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2024 was Churchill Management, an estimated $190M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2024.