We are live on ! Find out more
FTEC icon

Fidelity MSCI Information Technology Index ETF

419 hedge funds and large institutions have $1.91B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 133 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,995% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $215K

161% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 33

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

21% more capital invested

Capital invested by funds: $1.58B → $1.91B (+$333M)

13% more funds holding

Funds holding: 371419 (+48)

12% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 119

0.18% more ownership

Funds ownership: 22.86%23.03% (+0.18%)

Holders
419
Holders Change
+48
Holders Change %
+12.94%
% of All Funds
6.11%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
86
Increased
133
Reduced
119
Closed
33
Calls
$8.8M
Puts
$215K
Net Calls
+$8.59M
Net Calls Change
+$6.97M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
276
Cape Investment Advisory
Georgia
$257K -$121K -912 -34%
ERWM
277
Elk River Wealth Management
Colorado
$251K -$50.3K -380 -18%
EWA
278
Exencial Wealth Advisors
Oklahoma
$251K +$231K +1,745 New
LWM
279
Lodestone Wealth Management
Washington
$250K -$22.5K -170 -9%
CPIA
280
Cornell Pochily Investment Advisors
New York
$249K +$530 +4 +0.2%
ZIMP
281
Zimmermann Investment Management & Planning
Pennsylvania
$244K
SL
282
SWMG LLC
Texas
$244K +$225K +1,696 New
IAG
283
Investmark Advisory Group
Connecticut
$241K +$397 +3 +0.2%
FFA
284
First Foundation Advisors
California
$238K
NBT
285
Northwest Bank & Trust
Iowa
$238K +$219K +1,657 New
RDWM
286
Red Door Wealth Management
Tennessee
$235K +$217K +1,639 New
LWA
287
Lineweaver Wealth Advisors
Ohio
$235K -$57.6K -435 -21%
P
288
&Partners
Tennessee
$232K +$223K +1,682 New
IAIM
289
International Assets Investment Management
Florida
$231K +$213K +1,608 New
EWM
290
Endowment Wealth Management
Wisconsin
$229K +$211K +1,595 New
SAM
291
Sequent Asset Management
Texas
$226K +$209K +1,575 New
LGA
292
Lebenthal Global Advisors
New York
$221K -$36.4K -275 -15%
LRWA
293
Long Run Wealth Advisors
New York
$220K +$203K +1,533 New
BWA
294
Beam Wealth Advisors
Louisiana
$219K +$202K +1,523 New
UL
295
Unionview LLC
Washington
$217K +$200K +1,514 New
PO
296
Private Ocean
California
$216K +$55K +415 +38%
AWM
297
Able Wealth Management
New Jersey
$215K +$198K +1,494 New
GRP
298
Global Retirement Partners
California
$214K +$2.78K +21 +1%
RWM
299
Ritholtz Wealth Management
New York
$211K +$195K +1,472 New
CF
300
Centaurus Financial
California
$211K +$19.9K +150 +11%

FTEC Hedge Fund Activity: Q4 2023 in Review

419 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2023, worth a combined $1.91B — up 21% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new FTEC positions and 33 closed out — a net gain of 53 holders — while 133 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.4M. The largest seller was Full Sail Capital, cutting an estimated $26.5M.

  • 419 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2023, up from 371 in Q3 2023.
  • Funds reported $1.91B of Fidelity MSCI Information Technology Index ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 86 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2023 and 33 closed out, a net change of +53 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $35.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2023 was Full Sail Capital, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2023.