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Fidelity MSCI Information Technology Index ETF

347 hedge funds and large institutions have $1.6B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 105 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

122% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $898K

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

16% more capital invested

Capital invested by funds: $1.37B → $1.6B (+$222M)

14% more funds holding

Funds holding: 304347 (+43)

0.1% more ownership

Funds ownership: 22.29%22.4% (+0.1%)

5% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 110

Holders
347
Holders Change
+43
Holders Change %
+14.14%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.23%
New
76
Increased
105
Reduced
110
Closed
26
Calls
$1.99M
Puts
$898K
Net Calls
+$1.09M
Net Calls Change
+$701K
Name Holding Trade Value Shares
Change
Change in
Stake
FP
351
Fiduciary Planning
Florida
-$635K -5,350 Closed
IAIM
352
International Assets Investment Management
Florida
-$311K -4,159 Closed
IWS
353
Insight Wealth Strategies
California
-$352K -2,966 Closed
CTA
354
Colonial Trust Advisors
South Carolina
-$284K -2,392 Closed
CFG
355
Cooper Financial Group
California
-$275K -2,320 Closed
SC
356
Slow Capital
California
-$227K -1,915 Closed
SWA
357
Sightline Wealth Advisors
Connecticut
-$221K -1,860 Closed
ACS
358
Archford Capital Strategies
Illinois
-$200K -1,690 Closed
Barclays
359
Barclays
United Kingdom
-$159K -1,340 Closed
LWM
360
Liberty Wealth Management
California
-$99K -834 Closed
VCM
361
Vigilant Capital Management
Maine
-$80K -674 Closed
FCM
362
Firestone Capital Management
Florida
-$69K -590 Closed
RCA
363
Ranch Capital Advisors
Florida
-$59K -500 Closed
OSAM
364
O'Shaughnessy Asset Management
Connecticut
-$22K -186 Closed
BC
365
Bartlett & Co
Ohio
-$18K -148 Closed
BCWM
366
Bartlett & Co Wealth Management
Ohio
-$17.6K -148 Closed
CFA
367
Carroll Financial Associates
North Carolina
-$13K -111 Closed
JCM
368
Jacobi Capital Management
Pennsylvania
-$12K -100 Closed
RFA
369
Reilly Financial Advisors
California
-$8K -69 Closed
RIA
370
RPG Investment Advisory
California
-$5K -41 Closed
IF
371
Ironwood Financial
Arizona
-$3K -27 Closed
FGAM
372
Financial Gravity Asset Management
Texas
-$119K -18 Closed
CAAS
373
Capital Asset Advisory Services
Michigan
-$1K -10 Closed
AWM
374
Activest Wealth Management
Florida
+$260 +2 New

FTEC Hedge Fund Activity: Q4 2021 in Review

347 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2021, worth a combined $1.6B — up 16% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FTEC positions and 26 closed out — a net gain of 50 holders — while 105 added to existing stakes and 110 trimmed.

The largest buyer was Lido Advisors, adding an estimated $21.9M. The largest seller was Brookstone Capital Management, cutting an estimated $12.1M.

  • 347 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2021, up from 304 in Q3 2021.
  • Funds reported $1.6B of Fidelity MSCI Information Technology Index ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 76 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2021 and 26 closed out, a net change of +50 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2021 was Lido Advisors, an estimated $21.9M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2021 was Brookstone Capital Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2021.