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Fidelity MSCI Information Technology Index ETF

323 hedge funds and large institutions have $1.02B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

590% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $293K

136% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 25

8% more funds holding

Funds holding: 298323 (+25)

8% more capital invested

Capital invested by funds: $948M → $1.02B (+$76.3M)

0.69% more ownership

Funds ownership: 20.12%20.81% (+0.69%)

10% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 111

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
323
Holders Change
+25
Holders Change %
+8.39%
% of All Funds
5.19%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
59
Increased
100
Reduced
111
Closed
25
Calls
$2.02M
Puts
$293K
Net Calls
+$1.73M
Net Calls Change
-$106K
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
276
Plante Moran Financial Advisors
Michigan
$21K +$7.05K +73 +49%
SC
277
Schubert & Co
Texas
$20K
TAM
278
Tucker Asset Management
Colorado
$19.5K
CFGS
279
Concourse Financial Group Securities
Alabama
$18.8K -$7.05K -73 -27%
VCM
280
Versant Capital Management
Arizona
$18.1K
AWM
281
Accurate Wealth Management
Florida
$17.3K +$17.3K +179 New
SWA
282
SOA Wealth Advisors
New York
$15K
SFCL
283
Strengthening Families & Communities LLC
Massachusetts
$15K
NFSG
284
Newbridge Financial Services Group
Florida
$14.7K
CFD
285
Creative Financial Designs
Indiana
$14.3K -$109K -1,130 -88%
CWAF
286
Core Wealth Advisors (Florida)
Florida
$13.2K
CAS
287
Coppell Advisory Solutions
Texas
$12.3K +$12.6K +130 New
CASC
288
Coppell Advisory Solutions Corp
Texas
$12.3K +$12.6K +130 New
RWPA
289
Richard W. Paul & Associates
Michigan
$11.8K +$12.1K +125 New
KFS
290
Kelly Financial Services
Massachusetts
$11.7K +$97 +1 +0.8%
CCA
291
Column Capital Advisors
Indiana
$10K
ME
292
McIlrath & Eck
Washington
$9.45K -$2.9K -30 -23%
SIS
293
Sound Income Strategies
Florida
$8.79K
LOIP
294
Live Oak Investment Partners
Texas
$8.6K
KA
295
Kozak & Associates
Colorado
$8K +$8.3K +86 New
Kayne Anderson Rudnick Investment Management
296
Kayne Anderson Rudnick Investment Management
California
$7.09K
FMTCOCP
297
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
BWL
298
Bogart Wealth LLC
Virginia
$6.8K
OLVIG
299
Oliver Lagore Vanvalin Investment Group
Michigan
$6.52K -$42.2K -437 -86%
WBC
300
West Branch Capital
Massachusetts
$5.9K

FTEC Hedge Fund Activity: Q4 2022 in Review

323 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2022, worth a combined $1.02B — up 8.1% from $948M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FTEC positions and 25 closed out — a net gain of 34 holders — while 100 added to existing stakes and 111 trimmed.

The largest buyer was Charles Schwab, adding an estimated $13M. The largest seller was Madrona Financial Services, exiting entirely with an estimated $5.02M sold.

  • 323 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2022, up from 298 in Q3 2022.
  • Funds reported $1.02B of Fidelity MSCI Information Technology Index ETF stock for Q4 2022, up 8.1% quarter-over-quarter.
  • 59 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2022 and 25 closed out, a net change of +34 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2022 was Charles Schwab, an estimated $13M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2022 was Madrona Financial Services, an estimated $5.02M sold.

Based on aggregated 13F filings for Q4 2022.