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Fidelity MSCI Information Technology Index ETF

335 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 118 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,077% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $57K

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

15% more capital invested

Capital invested by funds: $1.02B → $1.18B (+$154M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4% more funds holding

Funds holding: 323335 (+12)

0.23% more ownership

Funds ownership: 20.81%21.04% (+0.23%)

6% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 118

Holders
335
Holders Change
+12
Holders Change %
+3.72%
% of All Funds
5.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
47
Increased
111
Reduced
118
Closed
25
Calls
$2.95M
Puts
$57K
Net Calls
+$2.89M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
301
EverSource Wealth Advisors
Alabama
$13.3K +$12.2K +117 New
CCA
302
Column Capital Advisors
Indiana
$12.1K
ME
303
McIlrath & Eck
Washington
$11.4K
CIA
304
Cascade Investment Advisors
Oregon
$11.1K +$10.1K +97 New
SIS
305
Sound Income Strategies
Florida
$10.6K
LFG
306
Larson Financial Group
Missouri
$10.4K -$469K -4,486 -98%
KA
307
Kozak & Associates
Colorado
$9.77K
HCM
308
Hollencrest Capital Management
California
$8.89K +$6.59K +63 +420%
FMTCOCP
309
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K
AIM
310
Arcadia Investment Management
Michigan
$7.98K +$7.32K +70 New
OLVIG
311
Oliver Lagore Vanvalin Investment Group
Michigan
$7.86K
AP
312
Advisors Preferred
Maryland
$7.74K +$7.11K +68 New
BlackRock
313
BlackRock
New York
$7.52K +$3.14K +30 +83%
WBC
314
West Branch Capital
Massachusetts
$7.13K +$105 +1 +2%
AIC
315
Archer Investment Corporation
Indiana
$6.72K
SWM
316
Sugarloaf Wealth Management
Georgia
$6.72K
HI
317
Hoey Investments
Pennsylvania
$6.38K
BLC
318
Brown, Lisle/Cummings
Rhode Island
$6.15K
MFA
319
McClarren Financial Advisors
Pennsylvania
$6K -$105 -1 -2%
CFG
320
CKW Financial Group
Hawaii
$6K
NC
321
NewSquare Capital
Pennsylvania
$5.81K
TWC
322
TD Waterhouse Canada
Ontario, Canada
$5.69K
SCA
323
Stonebridge Capital Advisors
Minnesota
$5.24K
TWM
324
Tradition Wealth Management
Minnesota
$5K -$732 -7 -13%
FA
325
Fortis Advisors
Pennsylvania
$3.94K

FTEC Hedge Fund Activity: Q1 2023 in Review

335 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2023, worth a combined $1.18B — up 15% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FTEC positions and 25 closed out — a net gain of 22 holders — while 111 added to existing stakes and 118 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $13.6M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $7.38M.

  • 335 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2023, up from 323 in Q4 2022.
  • Funds reported $1.18B of Fidelity MSCI Information Technology Index ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 47 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2023 and 25 closed out, a net change of +22 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2023 was Portfolio Strategies, an estimated $13.6M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $7.38M sold.

Based on aggregated 13F filings for Q1 2023.