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Fidelity MSCI Information Technology Index ETF

298 hedge funds and large institutions have $1.38B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $883K

19% more capital invested

Capital invested by funds: $1.15B → $1.38B (+$223M)

1.1% more ownership

Funds ownership: 22.06%23.16% (+1.1%)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

1% less funds holding

Funds holding: 302298 (-4)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

17% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 121

Holders
298
Holders Change
-4
Holders Change %
-1.32%
% of All Funds
5.19%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
28
Increased
100
Reduced
121
Closed
30
Calls
$1.39M
Puts
$883K
Net Calls
+$507K
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
26
Armor Investment Advisors
North Carolina
$8.5M -$93.5K -839 -1%
PCH
27
PGIM Custom Harvest
New Jersey
$8.46M
PA
28
Parallel Advisors
California
$8.16M -$83.4K -748 -1%
MFS
29
Madrona Financial Services
Washington
$7.48M +$98.6K +885 +1%
SB
30
Strategic Blueprint
Georgia
$7.35M -$40.5K -363 -0.6%
Truist Financial
31
Truist Financial
North Carolina
$7.32M +$140K +1,253 +2%
ECM
32
Exchange Capital Management
Michigan
$7.25M -$219K -1,962 -3%
MML Investors Services
33
MML Investors Services
Massachusetts
$7.01M -$1.46M -13,126 -18%
PCS
34
Personal CFO Solutions
New Jersey
$6.56M +$641K +5,750 +12%
CRC
35
Curi RMB Capital
Illinois
$5.96M -$2.23K -20 -0%
Ameriprise
36
Ameriprise
Minnesota
$5.94M -$689K -6,180 -11%
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$5.74M +$4.49M +40,250 +474%
ACA
38
Atlas Capital Advisors
Wyoming
$5.52M +$1.03M +9,215 +24%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$5.52M +$358K +3,211 +7%
CWG
40
Cornerstone Wealth Group
North Carolina
$5.29M +$407K +3,650 +9%
SPC
41
Sigma Planning Corp
Michigan
$5.22M -$1.9M -17,033 -28%
BCM
42
Beck Capital Management
Texas
$4.87M -$229K -2,054 -5%
SSWM
43
Smith Salley Wealth Management
North Carolina
$4.79M +$297K +2,665 +7%
CFG
44
Cooper Financial Group
California
$4.79M -$3.5M -31,402 -44%
EFSCE
45
Enterprise Financial Services Corp (EFSC)
Missouri
$4.75M +$266K +2,385 +6%
HCA
46
Heck Capital Advisors
Wisconsin
$4.75M -$97.2K -872 -2%
LNC
47
Lincoln National Corp
Pennsylvania
$4.72M +$685K +6,148 +18%
BFA
48
Beaumont Financial Advisors
Massachusetts
$4.67M -$5.22M -46,815 -54%
RCAG
49
Rehmann Capital Advisory Group
Michigan
$4.61M +$58.4K +524 +1%
MAFM
50
Mid Atlantic Financial Management
Pennsylvania
$4.5M +$298K +2,677 +8%

FTEC Hedge Fund Activity: Q2 2021 in Review

298 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2021, worth a combined $1.38B — up 19% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FTEC and 28 opened new positions — a net loss of 2 holders — while 121 trimmed existing stakes and 100 added.

The largest buyer was Charles Schwab, adding an estimated $66.4M. The largest seller was Financial Perspectives, cutting an estimated $22.4M.

  • 298 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2021, down from 302 in Q1 2021.
  • Funds reported $1.38B of Fidelity MSCI Information Technology Index ETF stock for Q2 2021, up 19% quarter-over-quarter.
  • 28 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2021 and 30 closed out, a net change of -2 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2021 was Charles Schwab, an estimated $66.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2021 was Financial Perspectives, an estimated $22.4M sold.

Based on aggregated 13F filings for Q2 2021.