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Fidelity MSCI Information Technology Index ETF

302 hedge funds and large institutions have $1.15B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 116 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $737K

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

23% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 94

4% more funds holding

Funds holding: 290302 (+12)

1.57% less ownership

Funds ownership: 23.63%22.06% (-1.6%)

7% less capital invested

Capital invested by funds: $1.25B → $1.15B (-$91.4M)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
302
Holders Change
+12
Holders Change %
+4.14%
% of All Funds
5.3%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
44
Increased
116
Reduced
94
Closed
29
Calls
$1.7M
Puts
$737K
Net Calls
+$967K
Net Calls Change
+$37K
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
26
Armor Investment Advisors
North Carolina
$7.72M -$2.87K -27 -0%
MML Investors Services
27
MML Investors Services
Massachusetts
$7.69M +$370K +3,483 +5%
CFG
28
Cooper Financial Group
California
$7.62M +$281K +2,643 +4%
PCH
29
PGIM Custom Harvest
New Jersey
$7.6M
PA
30
Parallel Advisors
California
$7.41M +$67.2K +632 +0.9%
ECM
31
Exchange Capital Management
Michigan
$6.73M -$242K -2,273 -3%
SB
32
Strategic Blueprint
Georgia
$6.64M +$141K +1,324 +2%
MFS
33
Madrona Financial Services
Washington
$6.63M +$529K +4,973 +9%
SPC
34
Sigma Planning Corp
Michigan
$6.49M -$856K -8,050 -12%
Truist Financial
35
Truist Financial
North Carolina
$6.45M -$334K -3,138 -5%
FEM
36
Fulcrum Equity Management
Texas
$6.23M -$5.16M -48,514 -45%
Ameriprise
37
Ameriprise
Minnesota
$6M -$999K -9,400 -14%
LWA
38
Lineweaver Wealth Advisors
Ohio
$6M +$268K +2,521 +5%
RJA
39
Raymond James & Associates
Florida
$5.67M +$2.84M +26,679 +99%
CRC
40
Curi RMB Capital
Illinois
$5.36M -$66K -621 -1%
PCS
41
Personal CFO Solutions
New Jersey
$5.28M -$128K -1,201 -2%
SHIM
42
Stone House Investment Management
Pennsylvania
$5.24M
Citadel Advisors
43
Citadel Advisors
Florida
$5.19M +$5.21M +49,056 New
VFM
44
Vivid Financial Management
California
$5.07M +$67.6K +636 +1%
CWG
45
Cornerstone Wealth Group
North Carolina
$4.69M +$1.16M +10,908 +36%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$4.62M -$530K -4,984 -10%
BCM
47
Beck Capital Management
Texas
$4.59M -$119K -1,115 -3%
HGWM
48
Horst & Graben Wealth Management
Oregon
$4.39M +$785K +7,385 +22%
HCA
49
Heck Capital Advisors
Wisconsin
$4.36M +$225K +2,117 +5%
VWA
50
Visionary Wealth Advisors
Illinois
$4.22M +$129K +1,214 +3%

FTEC Hedge Fund Activity: Q1 2021 in Review

302 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2021, worth a combined $1.15B — down 7.3% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FTEC positions and 29 closed out — a net gain of 15 holders — while 116 added to existing stakes and 94 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $21.4M. The largest seller was Charles Schwab, cutting an estimated $42.2M.

  • 302 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2021, up from 290 in Q4 2020.
  • Funds reported $1.15B of Fidelity MSCI Information Technology Index ETF stock for Q1 2021, down 7.3% quarter-over-quarter.
  • 44 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2021 and 29 closed out, a net change of +15 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2021 was Financial Perspectives, an estimated $21.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2021 was Charles Schwab, an estimated $42.2M sold.

Based on aggregated 13F filings for Q1 2021.