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Fidelity MSCI Information Technology Index ETF

430 hedge funds and large institutions have $2.27B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 161 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $3.58M | Put options by funds: $1.03M

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

25% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 129

19% more capital invested

Capital invested by funds: $1.91B → $2.27B (+$363M)

3% more funds holding

Funds holding: 419430 (+11)

0.58% more ownership

Funds ownership: 23.03%23.61% (+0.58%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
430
Holders Change
+11
Holders Change %
+2.63%
% of All Funds
6.19%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
52
Increased
161
Reduced
129
Closed
36
Calls
$3.58M
Puts
$1.03M
Net Calls
+$2.56M
Net Calls Change
-$6.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$12.8M +$518K +3,441 +4%
FIM
27
Freedom Investment Management
Connecticut
$12.5M -$1.08M -7,145 -8%
Wells Fargo
28
Wells Fargo
California
$12.5M -$2.11M -14,010 -15%
PA
29
PFG Advisors
Arizona
$12.2M +$526K +3,490 +5%
CA
30
Crumly & Associates
Illinois
$11.4M +$41.3K +274 +0.4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$10.9M +$7.06M +46,891 +203%
RWP
32
RWA Wealth Partners
Massachusetts
$9.88M -$186K -1,233 -2%
AIA
33
Armor Investment Advisors
North Carolina
$9.73M -$321K -2,134 -3%
EFH
34
Eaton Financial Holdings
Florida
$9.64M +$244K +1,618 +3%
KWMG
35
King Wealth Management Group
Florida
$9.46M -$181K -1,204 -2%
Ameriprise
36
Ameriprise
Minnesota
$9.07M +$873K +5,799 +11%
ACA
37
Atlas Capital Advisors
Wyoming
$8.71M +$857K +5,690 +11%
MSWM
38
Mowery & Schoenfeld Wealth Management
Illinois
$8.67M +$302K +2,003 +4%
LA
39
Lifeworks Advisors
Michigan
$8.16M +$409K +2,719 +5%
Mariner
40
Mariner
Kansas
$8.03M -$50K -332 -0.6%
NA
41
NewEdge Advisors
Louisiana
$7.14M +$733K +4,868 +12%
TCM
42
Traynor Capital Management
Pennsylvania
$6.93M +$383K +2,543 +6%
ECM
43
Exchange Capital Management
Michigan
$6.91M -$122K -811 -2%
SSWM
44
Smith Salley Wealth Management
North Carolina
$6.9M -$691K -4,590 -9%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$6.83M +$2.61M +17,300 +65%
KDA
46
Kraft Davis & Associates
Missouri
$6.57M -$5.51M -36,585 -46%
MML Investors Services
47
MML Investors Services
Massachusetts
$6.54M -$590K -3,920 -9%
IA
48
IFP Advisors
Florida
$6.51M +$5.63M +37,359 +844%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$6.48M +$6.26M +41,561 New
SCA
50
Southern Capital Advisors
Tennessee
$6.46M +$1.21M +8,048 +24%

FTEC Hedge Fund Activity: Q1 2024 in Review

430 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2024, worth a combined $2.27B — up 19% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FTEC positions and 36 closed out — a net gain of 16 holders — while 161 added to existing stakes and 129 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $190M. The largest seller was Morgan Stanley, cutting an estimated $36.2M.

  • 430 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2024, up from 419 in Q4 2023.
  • Funds reported $2.27B of Fidelity MSCI Information Technology Index ETF stock for Q1 2024, up 19% quarter-over-quarter.
  • 52 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2024 and 36 closed out, a net change of +16 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2024 was Churchill Management, an estimated $190M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2024.