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Fidelity MSCI Information Technology Index ETF

298 hedge funds and large institutions have $1.38B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $883K

19% more capital invested

Capital invested by funds: $1.15B → $1.38B (+$223M)

1.1% more ownership

Funds ownership: 22.06%23.16% (+1.1%)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

1% less funds holding

Funds holding: 302298 (-4)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

17% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 121

Holders
298
Holders Change
-4
Holders Change %
-1.32%
% of All Funds
5.19%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
28
Increased
100
Reduced
121
Closed
30
Calls
$1.39M
Puts
$883K
Net Calls
+$507K
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$20K
COCM
277
Charter Oak Capital Management
New Hampshire
$20K
SWA
278
SOA Wealth Advisors
New York
$18K
CWAF
279
Core Wealth Advisors (Florida)
Florida
$16K
SCA
280
Stonebridge Capital Advisors
Minnesota
$15K +$5.57K +50 +60%
GFPC
281
Global Financial Private Client
Florida
$14.7K -$13.9K -125 -50%
JCM
282
Jacobi Capital Management
Pennsylvania
$12K +$111 +1 +1%
CIA
283
Cascade Investment Advisors
Oregon
$11.4K
BFC
284
Bedel Financial Consulting
Indiana
$9K
TF
285
TimeScale Financial
Massachusetts
$7K -$21.6K -194 -77%
SWM
286
Sugarloaf Wealth Management
Georgia
$7K +$5.46K +49 +490%
Fifth Third Bancorp
287
Fifth Third Bancorp
Ohio
$7K +$6.8K +61 New
WBC
288
West Branch Capital
Massachusetts
$7K +$6.91K +62 New
ME
289
McIlrath & Eck
Washington
$6K -$2.9K -26 -33%
HI
290
Hoey Investments
Pennsylvania
$6K
JFA
291
JNBA Financial Advisors
Minnesota
$6K
MFA
292
McClarren Financial Advisors
Pennsylvania
$6K
RIA
293
RPG Investment Advisory
California
$5K
BWL
294
Bogart Wealth LLC
Virginia
$5K +$5.01K +45 New
BlackRock
295
BlackRock
New York
$4K
AIL
296
AGF Investments LLC
Ontario, Canada
$4K +$334 +3 +9%
IF
297
Ironwood Financial
Arizona
$3K -$1.45K -13 -33%
FCMT
298
Founders Capital Management (Texas)
Texas
$1K +$669 +6 New
FRA
299
Front Row Advisors
California
$1K +$1.11K +10 New
FEM
300
Fulcrum Equity Management
Texas
-$6.23M -58,839 Closed

FTEC Hedge Fund Activity: Q2 2021 in Review

298 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2021, worth a combined $1.38B — up 19% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FTEC and 28 opened new positions — a net loss of 2 holders — while 121 trimmed existing stakes and 100 added.

The largest buyer was Charles Schwab, adding an estimated $66.4M. The largest seller was Financial Perspectives, cutting an estimated $22.4M.

  • 298 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2021, down from 302 in Q1 2021.
  • Funds reported $1.38B of Fidelity MSCI Information Technology Index ETF stock for Q2 2021, up 19% quarter-over-quarter.
  • 28 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2021 and 30 closed out, a net change of -2 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2021 was Charles Schwab, an estimated $66.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2021 was Financial Perspectives, an estimated $22.4M sold.

Based on aggregated 13F filings for Q2 2021.