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Fidelity MSCI Information Technology Index ETF

332 hedge funds and large institutions have $1.39B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 108 increasing their positions, 133 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $492K

0.81% more ownership

Funds ownership: 22.4%23.2% (+0.81%)

4% less funds holding

Funds holding: 347332 (-15)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

13% less capital invested

Capital invested by funds: $1.6B → $1.39B (-$207M)

19% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 133

25% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 48

Holders
332
Holders Change
-15
Holders Change %
-4.32%
% of All Funds
5.24%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
36
Increased
108
Reduced
133
Closed
48
Calls
$1.71M
Puts
$492K
Net Calls
+$1.22M
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
CWAF
301
Core Wealth Advisors (Florida)
Florida
$17K
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$17K +$9.83K +81 +133%
KFS
303
Kelly Financial Services
Massachusetts
$15.1K
Citigroup
304
Citigroup
New York
$15K +$14.6K +120 New
CCA
305
Column Capital Advisors
Indiana
$13K
CIA
306
Cascade Investment Advisors
Oregon
$11.9K
FMTCOCP
307
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K -$48.5K -400 -85%
BFC
308
Bedel Financial Consulting
Indiana
$9K
Kayne Anderson Rudnick Investment Management
309
Kayne Anderson Rudnick Investment Management
California
$9K
BWL
310
Bogart Wealth LLC
Virginia
$9K +$3.28K +27 +60%
First Manhattan
311
First Manhattan
New York
$9K +$9.83K +81 New
CIAS
312
CFS Investment Advisory Services
New Jersey
$9K +$136M +1,121,864 +12,823%
RIM
313
Rockbridge Investment Management
New York
$8.6K +$8.49K +70 New
IFAM
314
Institutional & Family Asset Management
Colorado
$8K
WBC
315
West Branch Capital
Massachusetts
$8K
AIC
316
Archer Investment Corporation
Indiana
$7.26K -$46.3K -382 -87%
HI
317
Hoey Investments
Pennsylvania
$7K
SWM
318
Sugarloaf Wealth Management
Georgia
$7K
AssetMark Inc
319
AssetMark Inc
California
$7K +$6.79K +56 New
CFG
320
CKW Financial Group
Hawaii
$6K -$18.2K -150 -75%
MFA
321
McClarren Financial Advisors
Pennsylvania
$6K -$243 -2 -4%
AIL
322
AGF Investments LLC
Ontario, Canada
$5K
BWM
323
BerganKDV Wealth Management
Minnesota
$5K +$4.85K +40 New
FA
324
Fortis Advisors
Pennsylvania
$4K -$971 -8 -19%
BlackRock
325
BlackRock
New York
$4K

FTEC Hedge Fund Activity: Q1 2022 in Review

332 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2022, worth a combined $1.39B — down 13% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of FTEC and 36 opened new positions — a net loss of 12 holders — while 133 trimmed existing stakes and 108 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $136M. The largest seller was Charles Schwab, cutting an estimated $28.3M.

  • 332 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2022, down from 347 in Q4 2021.
  • Funds reported $1.39B of Fidelity MSCI Information Technology Index ETF stock for Q1 2022, down 13% quarter-over-quarter.
  • 36 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2022 and 48 closed out, a net change of -12 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $136M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2022 was Charles Schwab, an estimated $28.3M sold.

Based on aggregated 13F filings for Q1 2022.