We are live on ! Find out more
FTEC icon

Fidelity MSCI Information Technology Index ETF
FTEC

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: 419 → 430 (+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: 15 → 13 (-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

Top Buyers

Rank Fund Capital Flow
1
CM
Churchill Management
California
+$190M
2
CW
Connectus Wealth
Ohio
+$16.4M
3
Lido Advisors
Lido Advisors
California
+$13.1M
4
AM
AGF Management
Ontario, Canada
+$11.2M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.15M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$36.2M
2
Charles Schwab
Charles Schwab
California
-$15.3M
3
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$15.1M
4
SW
SteelPeak Wealth
California
-$9.54M
5
Two Sigma Investments
Two Sigma Investments
New York
-$8.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
326
Clark Capital Management Group
Pennsylvania
$209K +$202K +1,341 New
S
327
SignatureFD
Georgia
$209K +$8.73K +58 +5%
Citigroup
328
Citigroup
New York
$207K -$2.71K -18 -1%
SF
329
Summit Financial
New Jersey
$203K +$196K +1,301 New
FFA
330
Farther Finance Advisors
California
$199K +$6.78K +45 +4%
BC
331
Belmont Capital
California
$194K +$301 +2 +0.2%
GAA
332
Global Assets Advisory
Florida
$189K +$4.44M +29,469 New
MWM
333
Mascoma Wealth Management
New Hampshire
$184K +$2.26K +15 +1%
Jones Financial Companies
334
Jones Financial Companies
Missouri
$184K +$178K +1,179 New
CWP
335
Concord Wealth Partners
Virginia
$178K +$301 +2 +0.2%
ST
336
Smithfield Trust
Pennsylvania
$172K +$73K +485 +79%
PO
337
Private Ocean
California
$159K -$73K -485 -32%
IGWM
338
ICA Group Wealth Management
Colorado
$146K +$89.2K +592 +172%
PFA
339
Pathway Financial Advisers
Indiana
$144K +$12.5K +83 +10%
Kayne Anderson Rudnick Investment Management
340
Kayne Anderson Rudnick Investment Management
California
$140K – – –
NSIM
341
North Star Investment Management
Illinois
$139K – – –
SIC
342
SJS Investment Consulting
Ohio
$137K – – –
BFPW
343
BOK Financial Private Wealth
Colorado
$134K – – –
CTA
344
Colonial Trust Advisors
South Carolina
$132K -$13.6K -90 -10%
HBW
345
Hazlett, Burt & Watson
West Virginia
$130K – – –
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$122K – – –
PTC
347
Private Trust Company
Ohio
$119K +$105K +699 +1,059%
BCMLT
348
Beacon Capital Management LLC (Tennessee)
Tennessee
$116K -$4.97K -33 -4%
NECFA
349
New England Capital Financial Advisors
Connecticut
$116K – – –
MSG
350
Main Street Group
Virginia
$110K +$45.5K +302 +75%
12 13
14
15 16

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.