Fidelity MSCI Information Technology Index ETF
FTEC
298 hedge funds and large institutions have $1.38B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 121 reducing their positions, and 30 closing their positions.
57% more call options, than puts
Call options by funds: $1.39M | Put options by funds: $883K
19% more capital invested
Capital invested by funds: $1.15B → $1.38B (+$223M)
1.1% more ownership
Funds ownership: 22.06% → 23.16% (+1.1%)
7% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 30
1% less funds holding
Funds holding: 302 → 298 (-4)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
17% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 121
Top Buyers
Top Sellers
| 1 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
-$22.4M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$8.81M |
| 3 |
5L
55I LLC
Boston,
Massachusetts
|
-$7.84M |
| 4 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$6.23M |
| 5 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
-$5.85M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
AssetMark Inc
Concord,
California
| – | -$1K | -8 | Closed |
|
327
William Blair & Company
Chicago,
Illinois
| – | -$1K | -6 | Closed |
|
|
SMG
328
Spectrum Management Group
Indianapolis,
Indiana
| – | +$446 | +4 | New |
|
FTEC Hedge Fund Activity: Q2 2021 in Review
298 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2021, worth a combined $1.38B — up 19% from $1.15B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of FTEC and 28 opened new positions — a net loss of 2 holders — while 121 trimmed existing stakes and 100 added.
The largest buyer was Charles Schwab, adding an estimated $66.4M. The largest seller was Financial Perspectives, cutting an estimated $22.4M.
- 298 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2021, down from 302 in Q1 2021.
- Funds reported $1.38B of Fidelity MSCI Information Technology Index ETF stock for Q2 2021, up 19% quarter-over-quarter.
- 28 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2021 and 30 closed out, a net change of -2 holders.
- The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2021 was Charles Schwab, an estimated $66.4M added.
- The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2021 was Financial Perspectives, an estimated $22.4M sold.
Based on aggregated 13F filings for Q2 2021.