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Fidelity MSCI Information Technology Index ETF

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: 419430 (+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: 1513 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
DT
301
Diversified Trust
Tennessee
$242K +$234K +1,552 New
LGA
302
Lebenthal Global Advisors
New York
$240K
EMAM
303
Encompass More Asset Management
California
$240K +$232K +1,539 New
BRWA
304
B. Riley Wealth Advisors
Florida
$239K +$22.6K +150 +8%
LRWA
305
Long Run Wealth Advisors
New York
$238K -$452 -3 -0.2%
UL
306
Unionview LLC
Washington
$236K +$151 +1 +0.1%
ICG
307
InterOcean Capital Group
Tennessee
$236K +$228K +1,512 New
GRP
308
Global Retirement Partners
California
$234K +$753 +5 +0.3%
CAI
309
Capital Advisors Inc
Oklahoma
$233K +$225K +1,495 New
BWA
310
Beam Wealth Advisors
Louisiana
$232K -$5.42K -36 -2%
AWM
311
Able Wealth Management
New Jersey
$230K -$2.41K -16 -1%
UCFA
312
United Capital Financial Advisors
Texas
$228K +$3.77K +25 +2%
Bank of Montreal
313
Bank of Montreal
Ontario, Canada
$226K +$68.2K +453 +46%
BIA
314
Bell Investment Advisors
California
$226K +$301 +2 +0.1%
CWM
315
Centurion Wealth Management
Virginia
$225K +$301 +2 +0.1%
DF
316
Dunhill Financial
United Kingdom
$224K +$202K +1,339 +1,339%
BWP
317
Barlow Wealth Partners
Kentucky
$223K
TW
318
TrinityPoint Wealth
Connecticut
$223K +$215K +1,430 New
FRA
319
Frank Rimerman Advisors
California
$221K
NAS
320
NWF Advisory Services
California
$218K +$211K +1,402 New
SBIA
321
Sheaff Brock Investment Advisors
Indiana
$218K
WWM
322
Western Wealth Management
Colorado
$218K +$151 +1 +0.1%
MSFS
323
Main Street Financial Solutions
Pennsylvania
$214K +$207K +1,375 New
Carson Wealth (CWM LLC)
324
Carson Wealth (CWM LLC)
Nebraska
$212K +$4.82K +32 +2%
RC
325
Roundview Capital
New Jersey
$212K +$205K +1,359 New

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.