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Fidelity MSCI Information Technology Index ETF

446 hedge funds and large institutions have $3.35B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 153 increasing their positions, 143 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $4.33M | Put options by funds: $1.33M

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

41% more capital invested

Capital invested by funds: $2.37B → $3.35B (+$983M)

6.76% more ownership

Funds ownership: 22.24%29% (+6.8%)

3% more funds holding

Funds holding: 432446 (+14)

7% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 143

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
446
Holders Change
+14
Holders Change %
+3.24%
% of All Funds
6.4%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
58
Increased
153
Reduced
143
Closed
38
Calls
$4.33M
Puts
$1.33M
Net Calls
+$3M
Net Calls Change
+$772K
Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
251
Walkner Condon Financial Advisors
Wisconsin
$430K -$534K -3,160 -56%
IW
252
Instrumental Wealth
Florida
$430K +$17.4K +103 +5%
WWM
253
Wiser Wealth Management
Georgia
$429K +$416K +2,459 New
SWA
254
SFMG Wealth Advisors
Texas
$418K +$143K +848 +55%
CAC
255
Certified Advisory Corp
Florida
$413K -$52.4K -310 -12%
CF
256
Centaurus Financial
California
$404K +$52.9K +313 +16%
AA
257
Apriem Advisors
California
$401K
LGA
258
Lebenthal Global Advisors
New York
$401K +$128K +760 +49%
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$398K +$240K +1,421 +166%
MCM
260
Magnolia Capital Management
New York
$397K
FFA
261
Founders Financial Alliance
North Carolina
$396K +$13.2K +78 +4%
CWM
262
Centurion Wealth Management
Virginia
$393K +$381K +2,252 New
EIA
263
Eldridge Investment Advisors
New Hampshire
$393K
CIBC Private Wealth Group
264
CIBC Private Wealth Group
Georgia
$393K +$34.5K +204 +10%
TFM
265
TFC Financial Management
Massachusetts
$381K +$507 +3 +0.1%
USCWA
266
U.S. Capital Wealth Advisors
Texas
$380K -$89.7K -531 -20%
BRWA
267
B. Riley Wealth Advisors
Florida
$377K +$35.7K +211 +11%
RLWM
268
RF&L Wealth Management
Massachusetts
$368K
LW
269
Linscomb Wealth
Texas
$363K
VBCG
270
Valley Brook Capital Group
Pennsylvania
$363K +$8.96K +53 +3%
FTS
271
Fifth Third Securities
Ohio
$361K -$15.5K -92 -4%
EHC
272
Everett Harris & Co
California
$358K
WANY
273
Wealthspire Advisors (New York)
New York
$354K +$343K +2,028 New
CMAI
274
Capital Management Associates Inc
Minnesota
$349K
AC
275
Arjuna Capital
North Carolina
$344K

FTEC Hedge Fund Activity: Q3 2024 in Review

446 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q3 2024, worth a combined $3.35B — up 41% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new FTEC positions and 38 closed out — a net gain of 20 holders — while 153 added to existing stakes and 143 trimmed.

The largest buyer was Bank of America, adding an estimated $420M. The largest seller was Commonwealth Equity Services, cutting an estimated $10.6M.

  • 446 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q3 2024, up from 432 in Q2 2024.
  • Funds reported $3.35B of Fidelity MSCI Information Technology Index ETF stock for Q3 2024, up 41% quarter-over-quarter.
  • 58 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q3 2024 and 38 closed out, a net change of +20 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q3 2024 was Bank of America, an estimated $420M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2024.