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Fidelity MSCI Information Technology Index ETF

347 hedge funds and large institutions have $1.6B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 105 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

122% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $898K

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

16% more capital invested

Capital invested by funds: $1.37B → $1.6B (+$222M)

14% more funds holding

Funds holding: 304347 (+43)

0.1% more ownership

Funds ownership: 22.29%22.4% (+0.1%)

5% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 110

Holders
347
Holders Change
+43
Holders Change %
+14.14%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.23%
New
76
Increased
105
Reduced
110
Closed
26
Calls
$1.99M
Puts
$898K
Net Calls
+$1.09M
Net Calls Change
+$701K
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
276
Concord Wealth Partners
Virginia
$152K +$146K +1,123 New
Bank of Montreal
277
Bank of Montreal
Ontario, Canada
$135K -$69.7K -537 -35%
KPCM
278
Kings Point Capital Management
New York
$135K
AWM
279
Aspire Wealth Management
Massachusetts
$135K +$130K +999 New
EW
280
Element Wealth
Mississippi
$132K +$260 +2 +0.2%
COCM
281
Charter Oak Capital Management
New Hampshire
$130K +$38.8K +299 +45%
NSIM
282
North Star Investment Management
Illinois
$121K
AWM
283
Accel Wealth Management
Iowa
$120K +$6.88K +53 +6%
GRP
284
Global Retirement Partners
California
$116K +$14.4K +111 +15%
Optiver Holding
285
Optiver Holding
Netherlands
$94K +$52.3K +403 +123%
APA
286
American Portfolios Advisors
New York
$85.3K +$26.6K +205 +48%
GI
287
Gradient Investments
Minnesota
$85K -$12.7K -98 -13%
CFO
288
CVA Family Office
Colorado
$79K -$136K -1,050 -64%
FHA
289
First Horizon Advisors
Tennessee
$78K -$17.1K -132 -19%
PFA
290
Professional Financial Advisors
Nebraska
$73K -$5.71K -44 -8%
ODG
291
O'Dell Group
Ohio
$73K
MAM
292
Mystic Asset Management
Rhode Island
$69K +$66.2K +510 New
FMTCOCP
293
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$64K
AIC
294
Archer Investment Corporation
Indiana
$59.7K +$27.1K +209 +90%
Rockefeller Capital Management
295
Rockefeller Capital Management
New York
$58K
Koshinski Asset Management
296
Koshinski Asset Management
Illinois
$54.7K
NFG
297
Next Financial Group
Texas
$51K -$5.97K -46 -11%
NFSG
298
Newbridge Financial Services Group
Florida
$51K +$130 +1 +0.3%
S
299
SignatureFD
Georgia
$50K
GT
300
Glenmede Trust
Pennsylvania
$47K

FTEC Hedge Fund Activity: Q4 2021 in Review

347 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2021, worth a combined $1.6B — up 16% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FTEC positions and 26 closed out — a net gain of 50 holders — while 105 added to existing stakes and 110 trimmed.

The largest buyer was Lido Advisors, adding an estimated $21.9M. The largest seller was Brookstone Capital Management, cutting an estimated $12.1M.

  • 347 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2021, up from 304 in Q3 2021.
  • Funds reported $1.6B of Fidelity MSCI Information Technology Index ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 76 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2021 and 26 closed out, a net change of +50 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2021 was Lido Advisors, an estimated $21.9M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2021 was Brookstone Capital Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2021.