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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
HBW
326
Hazlett, Burt & Watson
West Virginia
$120K
OSAM
327
O'Shaughnessy Asset Management
Connecticut
$113K
NECFA
328
New England Capital Financial Advisors
Connecticut
$107K
HNB
329
Huntington National Bank
Ohio
$99.1K
BCMLT
330
Beacon Capital Management LLC (Tennessee)
Tennessee
$95.9K +$48.7K +368 +89%
MFT
331
Moisand Fitzgerald Tamayo
Florida
$93.7K
ST
332
Smithfield Trust
Pennsylvania
$88K +$81.4K +615 New
BWM
333
Baystate Wealth Management
Massachusetts
$86.9K +$132 +1 +0.2%
CFO
334
CVA Family Office
Colorado
$81.6K +$75.2K +568 New
CT
335
Colonial Trust
South Carolina
$79K
ODG
336
O'Dell Group
Ohio
$77.1K +$71.1K +537 New
HWA
337
HHM Wealth Advisors
Tennessee
$74K
FWM
338
FSA Wealth Management
Massachusetts
$73K +$67.7K +511 New
SFC
339
SYM Financial Corp
Indiana
$62.5K
IPW
340
Impact Partnership Wealth
Georgia
$61.6K -$1.99K -15 -3%
CT
341
Caldwell Trust
Florida
$59.8K
MSG
342
Main Street Group
Virginia
$57.9K +$53.2K +402 New
VNA
343
Valley National Advisers
Pennsylvania
$57K -$618K -4,670 -92%
HPC
344
HM Payson & Co
Maine
$55.4K
SPIA
345
Steward Partners Investment Advisory
New York
$55.3K +$14.6K +110 +40%
LIWM
346
Long Island Wealth Management
New York
$51K +$47.4K +358 New
GWM
347
Geneos Wealth Management
Colorado
$50.3K +$6.62K +50 +17%
IGWM
348
ICA Group Wealth Management
Colorado
$49.4K +$45.6K +344 New
CJ
349
Caitlin John
Michigan
$48K +$44.2K +334 New
LC
350
Lindbrook Capital
California
$43.1K

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.