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Fidelity MSCI Information Technology Index ETF

335 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 118 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,077% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $57K

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

15% more capital invested

Capital invested by funds: $1.02B → $1.18B (+$154M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4% more funds holding

Funds holding: 323335 (+12)

0.23% more ownership

Funds ownership: 20.81%21.04% (+0.23%)

6% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 118

Holders
335
Holders Change
+12
Holders Change %
+3.72%
% of All Funds
5.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
47
Increased
111
Reduced
118
Closed
25
Calls
$2.95M
Puts
$57K
Net Calls
+$2.89M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
PFG Advisors
Arizona
$7.49M +$455K +4,354 +7%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$7.26M +$59.7K +571 +0.9%
JP Morgan Chase
28
JP Morgan Chase
New York
$7.22M -$3.6M -34,407 -35%
KAS
29
Kestra Advisory Services
Texas
$6.63M -$1.86M -17,789 -23%
ACA
30
Atlas Capital Advisors
Wyoming
$6.46M +$456K +4,360 +8%
LA
31
Lifeworks Advisors
Michigan
$6.36M -$858K -8,202 -13%
MML Investors Services
32
MML Investors Services
Massachusetts
$6.3M -$344K -3,286 -6%
CF
33
Cantor Fitzgerald
New York
$6.17M -$242K -2,310 -4%
AM
34
AGF Management
Ontario, Canada
$5.95M +$1.39M +13,248 +34%
NFP
35
NorthLanding Financial Partners
New York
$5.93M -$230K -2,203 -4%
PCH
36
PGIM Custom Harvest
New Jersey
$5.87M -$18.1K -173 -0.3%
SSWM
37
Smith Salley Wealth Management
North Carolina
$5.7M -$351K -3,356 -6%
ECM
38
Exchange Capital Management
Michigan
$5.69M -$53.5K -512 -1%
TCM
39
Traynor Capital Management
Pennsylvania
$5.4M +$44.9K +429 +0.9%
Ameriprise
40
Ameriprise
Minnesota
$5.13M +$179K +1,715 +4%
RCAG
41
Rehmann Capital Advisory Group
Michigan
$4.86M +$11.7K +112 +0.3%
AF
42
Allworth Financial
California
$4.83M -$178K -1,705 -4%
TGAM
43
TBH Global Asset Management
Tennessee
$4.48M -$4.18K -40 -0.1%
BFA
44
Beaumont Financial Advisors
Massachusetts
$4.36M +$2.02M +19,297 +102%
CWG
45
Cornerstone Wealth Group
North Carolina
$4.29M +$314 +3 +0%
SCA
46
Snowden Capital Advisors
New York
$4.17M +$44.9K +429 +1%
BCM
47
Brookstone Capital Management
Illinois
$4.15M -$756K -7,233 -16%
Mariner
48
Mariner
Kansas
$4M -$202K -1,934 -5%
KIA
49
KCM Investment Advisors
California
$3.84M -$14.5K -139 -0.4%
HighTower Advisors
50
HighTower Advisors
Illinois
$3.8M -$1.15K -11 -0%

FTEC Hedge Fund Activity: Q1 2023 in Review

335 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2023, worth a combined $1.18B — up 15% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FTEC positions and 25 closed out — a net gain of 22 holders — while 111 added to existing stakes and 118 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $13.6M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $7.38M.

  • 335 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2023, up from 323 in Q4 2022.
  • Funds reported $1.18B of Fidelity MSCI Information Technology Index ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 47 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2023 and 25 closed out, a net change of +22 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2023 was Portfolio Strategies, an estimated $13.6M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $7.38M sold.

Based on aggregated 13F filings for Q1 2023.