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Fidelity MSCI Information Technology Index ETF
FTEC

430 hedge funds and large institutions have $2.27B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 161 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $3.58M | Put options by funds: $1.03M

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

25% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 129

19% more capital invested

Capital invested by funds: $1.91B → $2.27B (+$363M)

3% more funds holding

Funds holding: 419 → 430 (+11)

0.58% more ownership

Funds ownership: 23.03% → 23.61% (+0.58%)

13% less funds holding in top 10

Funds holding in top 10: 15 → 13 (-2)

Holders
430
Holders Change
+11
Holders Change %
+2.63%
% of All Funds
6.19%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
52
Increased
161
Reduced
129
Closed
36
Calls
$3.58M
Puts
$1.03M
Net Calls
+$2.56M
Net Calls Change
-$6.04M

Top Buyers

Rank Fund Capital Flow
1
CM
Churchill Management
California
+$190M
2
CW
Connectus Wealth
Ohio
+$16.4M
3
Lido Advisors
Lido Advisors
California
+$13.1M
4
AM
AGF Management
Ontario, Canada
+$11.2M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.15M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$36.2M
2
Charles Schwab
Charles Schwab
California
-$15.3M
3
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$15.1M
4
SW
SteelPeak Wealth
California
-$9.54M
5
Two Sigma Investments
Two Sigma Investments
New York
-$8.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
O3W
276
Omni 360 Wealth
New Jersey
$303K +$4.07K +27 +1%
SMA
277
Seven Mile Advisory
New Jersey
$300K – – –
VBCG
278
Valley Brook Capital Group
Pennsylvania
$300K +$15.8K +105 +6%
CAMG
279
CWA Asset Management Group
Florida
$299K – – –
GJIA
280
Glass Jacobson Investment Advisors
Maryland
$297K -$3.77K -25 -1%
MHR
281
Matthew Hamilton Rosenberg
$290K – – –
IWC
282
Integrated Wealth Concepts
Massachusetts
$290K +$280K +1,860 New
Brown Advisory
283
Brown Advisory
Maryland
$287K +$278K +1,843 New
CF
284
Centaurus Financial
California
$285K +$54.5K +362 +25%
IWN
285
Independent Wealth Network
Iowa
$281K -$21.1K -140 -7%
CIA
286
Cape Investment Advisory
Georgia
$278K – – –
CPIA
287
Cornell Pochily Investment Advisors
New York
$276K +$5.72K +38 +2%
EWA
288
Exencial Wealth Advisors
Oklahoma
$273K +$1.21K +8 +0.5%
LWM
289
Lodestone Wealth Management
Washington
$272K +$904 +6 +0.3%
ACGA
290
Atlanta Consulting Group Advisors
Georgia
$268K +$259K +1,721 New
ZIMP
291
Zimmermann Investment Management & Planning
Pennsylvania
$263K -$1.96K -13 -0.8%
IAG
292
Investmark Advisory Group
Connecticut
$262K +$452 +3 +0.2%
P
293
&Partners
Tennessee
$262K – – –
FFA
294
First Foundation Advisors
California
$259K – – –
LWA
295
Lineweaver Wealth Advisors
Ohio
$255K +$452 +3 +0.2%
IAIM
296
International Assets Investment Management
Florida
$251K – – –
EWM
297
Endowment Wealth Management
Wisconsin
$249K +$301 +2 +0.1%
BSW
298
Buckingham Strategic Wealth
Missouri
$248K -$33.4K -222 -12%
RDWM
299
Red Door Wealth Management
Tennessee
$246K -$8.73K -58 -4%
NBT
300
Northwest Bank & Trust
Iowa
$244K – – –
10 11
12
13 14

FTEC Hedge Fund Activity: Q1 2024 in Review

430 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2024, worth a combined $2.27B — up 19% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FTEC positions and 36 closed out — a net gain of 16 holders — while 161 added to existing stakes and 129 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $190M. The largest seller was Morgan Stanley, cutting an estimated $36.2M.

  • 430 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2024, up from 419 in Q4 2023.
  • Funds reported $2.27B of Fidelity MSCI Information Technology Index ETF stock for Q1 2024, up 19% quarter-over-quarter.
  • 52 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2024 and 36 closed out, a net change of +16 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2024 was Churchill Management, an estimated $190M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2024.