We are live on ! Find out more
FTEC icon

Fidelity MSCI Information Technology Index ETF

347 hedge funds and large institutions have $1.6B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 105 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

122% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $898K

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

16% more capital invested

Capital invested by funds: $1.37B → $1.6B (+$222M)

14% more funds holding

Funds holding: 304347 (+43)

0.1% more ownership

Funds ownership: 22.29%22.4% (+0.1%)

5% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 110

Holders
347
Holders Change
+43
Holders Change %
+14.14%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.23%
New
76
Increased
105
Reduced
110
Closed
26
Calls
$1.99M
Puts
$898K
Net Calls
+$1.09M
Net Calls Change
+$701K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
Traynor Capital Management
Pennsylvania
$9.51M -$196K -1,509 -2%
MFS
27
Madrona Financial Services
Washington
$9.06M +$220K +1,693 +3%
AIA
28
Armor Investment Advisors
North Carolina
$8.76M -$326K -2,510 -4%
IPW
29
IronBridge Private Wealth
Texas
$8.48M +$8.12M +62,594 New
CCM
30
Ciovacco Capital Management
Georgia
$7.7M +$302K +2,323 +4%
SSWM
31
Smith Salley Wealth Management
North Carolina
$7.38M +$514K +3,959 +8%
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$7.26M +$467K +3,599 +7%
ECM
33
Exchange Capital Management
Michigan
$7.11M -$967K -7,452 -12%
RJA
34
Raymond James & Associates
Florida
$6.93M +$1.64M +12,672 +33%
CRC
35
Curi RMB Capital
Illinois
$6.85M -$5.45K -42 -0.1%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$6.55M +$8.18K +63 +0.1%
CWG
37
Cornerstone Wealth Group
North Carolina
$6.55M +$201K +1,548 +3%
PCS
38
Personal CFO Solutions
New Jersey
$6.24M -$126K -969 -2%
SPC
39
Sigma Planning Corp
Michigan
$6.08M -$297K -2,288 -5%
Mariner
40
Mariner
Kansas
$5.96M +$1.49M +11,451 +35%
HCA
41
Heck Capital Advisors
Wisconsin
$5.91M +$46K +354 +0.8%
SHIM
42
Stone House Investment Management
Pennsylvania
$5.51M +$2.53M +19,492 +92%
BCM
43
Beck Capital Management
Texas
$5.33M -$242K -1,866 -5%
BFA
44
Beaumont Financial Advisors
Massachusetts
$5.28M -$148K -1,140 -3%
NA
45
NewEdge Advisors
Louisiana
$5.28M +$4.84M +37,293 +2,200%
HighTower Advisors
46
HighTower Advisors
Illinois
$5.24M +$2.02M +15,559 +68%
EFSCE
47
Enterprise Financial Services Corp (EFSC)
Missouri
$5.23M -$206K -1,586 -4%
LNC
48
Lincoln National Corp
Pennsylvania
$5.13M +$155K +1,195 +3%
Truist Financial
49
Truist Financial
North Carolina
$5M -$744K -5,735 -13%
TGAM
50
TBH Global Asset Management
Tennessee
$4.99M +$55K +424 +1%

FTEC Hedge Fund Activity: Q4 2021 in Review

347 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2021, worth a combined $1.6B — up 16% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FTEC positions and 26 closed out — a net gain of 50 holders — while 105 added to existing stakes and 110 trimmed.

The largest buyer was Lido Advisors, adding an estimated $21.9M. The largest seller was Brookstone Capital Management, cutting an estimated $12.1M.

  • 347 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2021, up from 304 in Q3 2021.
  • Funds reported $1.6B of Fidelity MSCI Information Technology Index ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 76 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2021 and 26 closed out, a net change of +50 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2021 was Lido Advisors, an estimated $21.9M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2021 was Brookstone Capital Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2021.