We are live on ! Find out more
FTEC icon

Fidelity MSCI Information Technology Index ETF

298 hedge funds and large institutions have $948M invested in Fidelity MSCI Information Technology Index ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $374K

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.74% less ownership

Funds ownership: 20.86%20.12% (-0.74%)

4% less funds holding

Funds holding: 309298 (-11)

10% less capital invested

Capital invested by funds: $1.05B → $948M (-$103M)

16% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 110

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

Holders
298
Holders Change
-11
Holders Change %
-3.56%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
24
Increased
92
Reduced
110
Closed
33
Calls
$2.21M
Puts
$374K
Net Calls
+$1.84M
Net Calls Change
+$417K
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
301
HSBC Holdings
United Kingdom
-$1.24M -12,800 Closed
CW
302
CreativeOne Wealth
Kansas
-$476K -4,936 Closed
ERWM
303
Elk River Wealth Management
Colorado
-$460K -4,767 Closed
Cetera Investment Advisers
304
Cetera Investment Advisers
Illinois
-$320K -3,317 Closed
QTM
305
qPULA Trading Management
New York
-$318K -3,300 Closed
IA
306
IAM Advisory
Pennsylvania
-$313K -3,239 Closed
WAOTB
307
Wealth Advisors of Tampa Bay
Florida
-$270K -2,800 Closed
CA
308
Cetera Advisors
Colorado
-$247K -2,561 Closed
SHIM
309
Stone House Investment Management
Pennsylvania
-$244K -2,527 Closed
CSWG
310
Cardinal Strategic Wealth Guidance
Kentucky
-$242K -2,512 Closed
RSWM
311
Robertson Stephens Wealth Management
California
-$240K -2,489 Closed
HWM
312
HB Wealth Management
Georgia
-$230K -2,385 Closed
ZIMP
313
Zimmermann Investment Management & Planning
Pennsylvania
-$212K -2,193 Closed
LGA
314
Lebenthal Global Advisors
New York
-$206K -2,145 Closed
PWA
315
Physician Wealth Advisors
Utah
-$226K -2,065 Closed
EWA
316
EP Wealth Advisors
California
-$130K -1,347 Closed
CWP
317
Concord Wealth Partners
Virginia
-$109K -1,128 Closed
HFS
318
Heritage Financial Services
Massachusetts
-$57K -600 Closed
COCM
319
Charter Oak Capital Management
New Hampshire
-$48K -495 Closed
AWM
320
Aspire Wealth Management
Massachusetts
-$41K -430 Closed
SSB
321
Sandy Spring Bank
Maryland
-$31K -325 Closed
GEA
322
Glen Eagle Advisors
New Jersey
-$25.6K -265 Closed
MAM
323
Meeder Asset Management
Ohio
-$24K -250 Closed
GWMIA
324
Global Wealth Management Investment Advisory
Florida
-$14K -143 Closed
CIA
325
Cascade Investment Advisors
Oregon
-$9.36K -97 Closed

FTEC Hedge Fund Activity: Q3 2022 in Review

298 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q3 2022, worth a combined $948M — down 9.8% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of FTEC and 24 opened new positions — a net loss of 9 holders — while 110 trimmed existing stakes and 92 added.

The largest buyer was Frank Rimerman Advisors, opening a new position worth an estimated $12.1M. The largest seller was Charles Schwab, cutting an estimated $30.8M.

  • 298 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q3 2022, down from 309 in Q2 2022.
  • Funds reported $948M of Fidelity MSCI Information Technology Index ETF stock for Q3 2022, down 9.8% quarter-over-quarter.
  • 24 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q3 2022 and 33 closed out, a net change of -9 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q3 2022 was Frank Rimerman Advisors, an estimated $12.1M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q3 2022 was Charles Schwab, an estimated $30.8M sold.

Based on aggregated 13F filings for Q3 2022.