We are live on ! Find out more
FTEC icon

Fidelity MSCI Information Technology Index ETF

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: 419430 (+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: 1513 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
351
Huntington National Bank
Ohio
$108K
MFT
352
Moisand Fitzgerald Tamayo
Florida
$102K
CFO
353
CVA Family Office
Colorado
$88.5K
SAM
354
Smartleaf Asset Management
Massachusetts
$86.2K +$83.1K +552 New
CT
355
Colonial Trust
South Carolina
$85.7K
HWA
356
HHM Wealth Advisors
Tennessee
$80.3K
FWM
357
FSA Wealth Management
Massachusetts
$79.8K +$151 +1 +0.2%
IPW
358
Impact Partnership Wealth
Georgia
$66.9K
CT
359
Caldwell Trust
Florida
$64.8K
AP
360
Advisors Preferred
Maryland
$62.5K +$60.4K +401 New
VNA
361
Valley National Advisers
Pennsylvania
$56K -$5.27K -35 -9%
SIS
362
Sound Income Strategies
Florida
$52.7K +$36.9K +245 +263%
CJ
363
Caitlin John
Michigan
$52.1K
SPIA
364
Steward Partners Investment Advisory
New York
$50.6K -$9.04K -60 -16%
HPC
365
HM Payson & Co
Maine
$50.3K -$9.49K -63 -16%
ANBT
366
American National Bank & Trust
Texas
$49.1K -$336K -2,232 -88%
GWM
367
Geneos Wealth Management
Colorado
$46.8K -$7.53K -50 -14%
AGWCA
368
Annis Gardner Whiting Capital Advisors
Florida
$46.8K
LC
369
Lindbrook Capital
California
$46.8K
SIC
370
Salem Investment Counselors
North Carolina
$46.8K
Citadel Advisors
371
Citadel Advisors
Florida
$45.7K +$44.1K +293 New
FHA
372
First Horizon Advisors
Tennessee
$44.3K
GEA
373
Glen Eagle Advisors
New Jersey
$41.3K
PMFA
374
Plante Moran Financial Advisors
Michigan
$40.8K
TSWM
375
Tyler-Stone Wealth Management
Ohio
$40.7K

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.