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Fidelity MSCI Information Technology Index ETF

371 hedge funds and large institutions have $1.58B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 104 increasing their positions, 145 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,312% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $49K

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

1% less funds holding

Funds holding: 373371 (-2)

1.96% less ownership

Funds ownership: 24.82%22.86% (-2%)

8% less capital invested

Capital invested by funds: $1.71B → $1.58B (-$130M)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

28% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 145

Holders
371
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.89%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
37
Increased
104
Reduced
145
Closed
37
Calls
$1.67M
Puts
$49K
Net Calls
+$1.62M
Net Calls Change
-$245K
Name Holding Trade Value Shares
Change
Change in
Stake
KDA
26
Kraft Davis & Associates
Missouri
$9.41M +$5.4K +42 +0.1%
Wells Fargo
27
Wells Fargo
California
$9.3M +$174K +1,355 +2%
PA
28
PFG Advisors
Arizona
$9.08M +$977K +7,595 +11%
AWS
29
Atria Wealth Solutions
New York
$8.96M -$464K -3,606 -5%
KWMG
30
King Wealth Management Group
Florida
$8.1M -$192K -1,492 -2%
RWP
31
RWA Wealth Partners
Massachusetts
$7.99M -$4.17M -32,423 -33%
AIA
32
Armor Investment Advisors
North Carolina
$7.9M -$152K -1,179 -2%
EFH
33
Eaton Financial Holdings
Florida
$7.15M +$7.48M +58,130 New
MML Investors Services
34
MML Investors Services
Massachusetts
$6.99M +$67.3K +523 +0.9%
ACA
35
Atlas Capital Advisors
Wyoming
$6.2M +$403K +3,136 +7%
Ameriprise
36
Ameriprise
Minnesota
$6.12M -$2.6M -20,207 -29%
SSWM
37
Smith Salley Wealth Management
North Carolina
$6.05M -$26.8K -208 -0.4%
LA
38
Lifeworks Advisors
Michigan
$6.01M -$328K -2,552 -5%
TCM
39
Traynor Capital Management
Pennsylvania
$5.78M +$159K +1,234 +3%
ECM
40
Exchange Capital Management
Michigan
$5.72M -$77K -599 -1%
BFA
41
Beaumont Financial Advisors
Massachusetts
$4.9M -$31.8K -247 -0.6%
Prudential Financial
42
Prudential Financial
New Jersey
$4.73M -$598K -4,650 -11%
TGAM
43
TBH Global Asset Management
Tennessee
$4.7M -$65.2K -507 -1%
Mariner
44
Mariner
Kansas
$4.7M -$277K -2,150 -5%
CF
45
Cantor Fitzgerald
New York
$4.69M -$1.89M -14,731 -28%
PCH
46
PGIM Custom Harvest
New Jersey
$4.62M -$1.76M -13,718 -27%
SCA
47
Snowden Capital Advisors
New York
$4.6M -$184K -1,432 -4%
NFP
48
NorthLanding Financial Partners
New York
$4.52M +$229K +1,780 +5%
AWM
49
Avaii Wealth Management
Wisconsin
$4.48M +$473K +3,679 +11%
BCI
50
Brinker Capital Investments
Pennsylvania
$4.45M -$2.87M -22,311 -38%

FTEC Hedge Fund Activity: Q3 2023 in Review

371 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q3 2023, worth a combined $1.58B — down 7.6% from $1.71B a quarter earlier.

Fund positioning in FTEC was balanced in Q3 2023: 37 funds opened new positions, 37 closed out, 104 added to existing stakes and 145 trimmed.

The largest buyer was Lido Advisors, adding an estimated $18.2M. The largest seller was Traphagen Investment Advisors, cutting an estimated $110M.

  • 371 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q3 2023, down from 373 in Q2 2023.
  • Funds reported $1.58B of Fidelity MSCI Information Technology Index ETF stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 37 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q3 2023 and 37 closed out, a net change of 0 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q3 2023 was Lido Advisors, an estimated $18.2M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q3 2023 was Traphagen Investment Advisors, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2023.