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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
PWMG
426
Private Wealth Management Group
New Jersey
$1.25K
FRA
427
Front Row Advisors
California
$1.09K -$452 -3 -30%
PP
428
PrairieView Partners
Minnesota
$1K
LFA
429
LGT Financial Advisors
Texas
$509 +$452 +3 New
BTI
430
Blue Trust Inc
Georgia
$468 +$452 +3 New
OA
431
Operose Advisors
Wisconsin
$313 +$301 +2 New
HIIFS
432
Harel Insurance Investments & Financial Services
Israel
-$15.1M -104,900 Closed
SW
433
SteelPeak Wealth
California
-$9.54M -66,399 Closed
Two Sigma Investments
434
Two Sigma Investments
New York
-$8.03M -55,900 Closed
Rockefeller Capital Management
435
Rockefeller Capital Management
New York
-$2.02M -14,047 Closed
SFS
436
Sowell Financial Services
Arkansas
-$1.59M -11,090 Closed
NL
437
NWAM LLC
Washington
-$1.19M -8,281 Closed
CIA
438
Caerus Investment Advisors
Texas
-$580K -4,039 Closed
TCMP
439
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$412K -2,867 Closed
AWM
440
Apollon Wealth Management
South Carolina
-$373K -2,599 Closed
GCP
441
GSA Capital Partners
United Kingdom
-$365K -2,538 Closed
AWM
442
Axxcess Wealth Management
California
-$335K -2,333 Closed
Fisher Asset Management
443
Fisher Asset Management
Washington
-$310K -2,160 Closed
ERWM
444
Elk River Wealth Management
Colorado
-$251K -1,746 Closed
SAM
445
Sequent Asset Management
Texas
-$226K -1,575 Closed
RWM
446
Ritholtz Wealth Management
New York
-$211K -1,472 Closed
LWM
447
Lyell Wealth Management
California
-$208K -1,448 Closed
CI
448
CPR Investments
Michigan
-$202K -1,404 Closed
MSWM
449
McGlone Suttner Wealth Management
Wisconsin
-$156K -1,089 Closed
ODG
450
O'Dell Group
Ohio
-$77.1K -537 Closed

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.