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
BWP
301
Barlow Wealth Partners
Kentucky
$210K +$193K +1,459 New
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$209K -$27.5K -208 -13%
LWM
303
Lyell Wealth Management
California
$208K -$78.9K -596 -29%
BIA
304
Bell Investment Advisors
California
$208K +$192K +1,447 New
CWM
305
Centurion Wealth Management
Virginia
$207K +$191K +1,442 New
UCFA
306
United Capital Financial Advisors
Texas
$206K -$117K -884 -38%
FRA
307
Frank Rimerman Advisors
California
$204K +$188K +1,420 New
CI
308
CPR Investments
Michigan
$202K +$186K +1,404 New
SBIA
309
Sheaff Brock Investment Advisors
Indiana
$201K +$185K +1,400 New
WWM
310
Western Wealth Management
Colorado
$201K +$185K +1,398 New
Citigroup
311
Citigroup
New York
$193K +$90K +680 +102%
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$191K -$94.8K -716 -35%
S
313
SignatureFD
Georgia
$184K +$121K +910 +246%
BC
314
Belmont Capital
California
$178K
FFA
315
Farther Finance Advisors
California
$177K -$3.05K -23 -2%
MWM
316
Mascoma Wealth Management
New Hampshire
$168K -$94.2K -711 -38%
CWP
317
Concord Wealth Partners
Virginia
$164K +$530 +4 +0.4%
MSWM
318
McGlone Suttner Wealth Management
Wisconsin
$156K +$144K +1,089 New
Bank of Montreal
319
Bank of Montreal
Ontario, Canada
$143K
CTA
320
Colonial Trust Advisors
South Carolina
$135K
Kayne Anderson Rudnick Investment Management
321
Kayne Anderson Rudnick Investment Management
California
$129K +$119K +901 New
NSIM
322
North Star Investment Management
Illinois
$128K
SIC
323
SJS Investment Consulting
Ohio
$126K +$117K +880 New
BFPW
324
BOK Financial Private Wealth
Colorado
$124K +$13.4K +101 +13%
PFA
325
Pathway Financial Advisers
Indiana
$121K

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.