We are live on ! Find out more
FTEC icon

Fidelity MSCI Information Technology Index ETF

373 hedge funds and large institutions have $1.71B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,030% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $92K

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

88% more funds holding in top 10

Funds holding in top 10: 815 (+7)

45% more capital invested

Capital invested by funds: $1.18B → $1.71B (+$529M)

11% more funds holding

Funds holding: 335373 (+38)

3.78% more ownership

Funds ownership: 21.04%24.82% (+3.8%)

4% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 115

Holders
373
Holders Change
+38
Holders Change %
+11.34%
% of All Funds
5.86%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.24%
New
73
Increased
120
Reduced
115
Closed
32
Calls
$1.96M
Puts
$92K
Net Calls
+$1.87M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
276
Red Door Wealth Management
Tennessee
$206K +$187K +1,577 New
SAM
277
Sequent Asset Management
Texas
$206K +$187K +1,575 New
BRWA
278
B. Riley Wealth Advisors
Florida
$202K +$183K +1,545 New
PP
279
PFS Partners
New Jersey
$182K
FFA
280
Farther Finance Advisors
California
$166K +$118K +991 +354%
BC
281
Belmont Capital
California
$162K +$147K +1,240 New
CF
282
Centaurus Financial
California
$150K -$81.9K -690 -38%
CWP
283
Concord Wealth Partners
Virginia
$149K +$237 +2 +0.2%
PO
284
Private Ocean
California
$142K -$47K -396 -27%
Bank of Montreal
285
Bank of Montreal
Ontario, Canada
$130K -$11.9K -100 -9%
CWA
286
Clearview Wealth Advisors
Oregon
$121K -$7.6K -64 -6%
NSIM
287
North Star Investment Management
Illinois
$116K
CTA
288
Colonial Trust Advisors
South Carolina
$110K
HBW
289
Hazlett, Burt & Watson
West Virginia
$109K
BFPW
290
BOK Financial Private Wealth
Colorado
$99.3K
GWM
291
Geneos Wealth Management
Colorado
$98K
NECFA
292
New England Capital Financial Advisors
Connecticut
$96.9K
CT
293
Colonial Trust
South Carolina
$91.4K
HNB
294
Huntington National Bank
Ohio
$90.1K
MFT
295
Moisand Fitzgerald Tamayo
Florida
$85.2K
PG
296
Prostatis Group
Maryland
$82.7K +$9.82M +82,705 New
TF
297
TimeScale Financial
Massachusetts
$79.6K
BWM
298
Baystate Wealth Management
Massachusetts
$78.7K +$71.5K +602 New
CFO
299
CVA Family Office
Colorado
$75.8K
ODG
300
O'Dell Group
Ohio
$70.2K +$63.8K +537 New