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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
HWM
376
HighMark Wealth Management
Minnesota
$39K
WWP
377
WR Wealth Planners
Missouri
$37.7K +$36.4K +242 New
Simplex Trading
378
Simplex Trading
Illinois
$37K +$22.6K +150 +170%
PGAM
379
Princeton Global Asset Management
New Jersey
$36.9K
AssetMark Inc
380
AssetMark Inc
California
$36.9K +$32.7K +217 +1,085%
PCWA
381
Pacific Capital Wealth Advisors
California
$35.1K +$33.9K +225 New
OAJ
382
Ogorek Anthony Joseph
New York
$32K +$31.5K +209 New
CFGS
383
Concourse Financial Group Securities
Alabama
$31.5K
TAM
384
Tucker Asset Management
Colorado
$31.3K
NS
385
NBC Securities
Alabama
$31K -$1.05K -7 -3%
CA
386
Continuum Advisory
Idaho
$30.6K +$30.1K +200 New
CIAS
387
Capital Investment Advisory Services
North Carolina
$30.5K -$5.57K -37 -16%
US Bancorp
388
US Bancorp
Minnesota
$26.6K
SWA
389
SOA Wealth Advisors
New York
$24.8K
BONH
390
Bank of New Hampshire
New Hampshire
$24.8K +$23.9K +159 New
NFSG
391
Newbridge Financial Services Group
Florida
$24.3K
LFG
392
Larson Financial Group
Missouri
$23.9K -$5.27K -35 -19%
CWAF
393
Core Wealth Advisors (Florida)
Florida
$21.8K
SL
394
Salomon & Ludwin
Virginia
$21.2K
RIA
395
Realta Investment Advisors
Delaware
$21K +$20.3K +135 New
CBT
396
CoreFirst Bank & Trust
Kansas
$20.9K
RWPA
397
Richard W. Paul & Associates
Michigan
$19.5K
KFS
398
Kelly Financial Services
Massachusetts
$19.5K
MA
399
MCF Advisors
Kentucky
$18.9K
S
400
Syntrinsic
Colorado
$18.4K

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.