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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
PWMG
351
Provence Wealth Management Group
California
$43.1K
SIC
352
Salem Investment Counselors
North Carolina
$43.1K
AGWCA
353
Annis Gardner Whiting Capital Advisors
Florida
$43.1K +$39.7K +300 New
FHA
354
First Horizon Advisors
Tennessee
$40.8K
GEA
355
Glen Eagle Advisors
New Jersey
$38.1K
KFI
356
Key Financial Inc
Pennsylvania
$38.1K +$35.1K +265 New
PMFA
357
Plante Moran Financial Advisors
Michigan
$37.6K
TSWM
358
Tyler-Stone Wealth Management
Ohio
$37.5K +$132 +1 +0.4%
HWM
359
HighMark Wealth Management
Minnesota
$35.9K
AIMA
360
Ables Iannone Moore & Associates
Georgia
$34.3K +$31.6K +239 New
PGAM
361
Princeton Global Asset Management
New Jersey
$34K
CIAS
362
Capital Investment Advisory Services
North Carolina
$33.5K +$4.9K +37 +19%
SHIM
363
Stone House Investment Management
Pennsylvania
$31.9K -$57.5K -434 -66%
FBC
364
Fairfield, Bush & Co
Connecticut
$30.5K +$28.2K +213 New
CFGS
365
Concourse Financial Group Securities
Alabama
$29K +$4.63K +35 +21%
TAM
366
Tucker Asset Management
Colorado
$28.9K
NS
367
NBC Securities
Alabama
$28K -$5.43K -41 -17%
LFG
368
Larson Financial Group
Missouri
$27K +$16.4K +124 +194%
US Bancorp
369
US Bancorp
Minnesota
$24.6K
SWA
370
SOA Wealth Advisors
New York
$22.8K
NFSG
371
Newbridge Financial Services Group
Florida
$22.4K
CWAF
372
Core Wealth Advisors (Florida)
Florida
$20.1K
EPW
373
Evergreen Private Wealth
Colorado
$20.1K +$18.5K +140 New
CBT
374
CoreFirst Bank & Trust
Kansas
$19.2K
GWMIA
375
Global Wealth Management Investment Advisory
Florida
$19.2K

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.