We are live on ! Find out more
FTEC icon

Fidelity MSCI Information Technology Index ETF

302 hedge funds and large institutions have $1.15B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 116 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $737K

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

23% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 94

4% more funds holding

Funds holding: 290302 (+12)

1.57% less ownership

Funds ownership: 23.63%22.06% (-1.6%)

7% less capital invested

Capital invested by funds: $1.25B → $1.15B (-$91.4M)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
302
Holders Change
+12
Holders Change %
+4.14%
% of All Funds
5.3%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
44
Increased
116
Reduced
94
Closed
29
Calls
$1.7M
Puts
$737K
Net Calls
+$967K
Net Calls Change
+$37K
Name Holding Trade Value Shares
Change
Change in
Stake
C1AG
51
Client 1st Advisory Group
Florida
$4.06M +$246K +2,311 +6%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$4.03M -$44.6K -420 -1%
SSWM
53
Smith Salley Wealth Management
North Carolina
$4.02M +$508K +4,778 +14%
EFSCE
54
Enterprise Financial Services Corp (EFSC)
Missouri
$4.02M -$1.95M -18,306 -33%
UBS Group
55
UBS Group
Switzerland
$4M +$954K +8,979 +31%
ACA
56
Atlas Capital Advisors
Wyoming
$3.99M -$1.33M -12,527 -25%
AA
57
Ancora Advisors
Ohio
$3.81M +$677K +6,367 +21%
CA
58
Crumly & Associates
Illinois
$3.78M -$2.21M -20,837 -37%
MAFM
59
Mid Atlantic Financial Management
Pennsylvania
$3.76M -$214K -2,012 -5%
SCA
60
Snowden Capital Advisors
New York
$3.68M +$119K +1,115 +3%
LNC
61
Lincoln National Corp
Pennsylvania
$3.59M -$175K -1,649 -5%
TGAM
62
TBH Global Asset Management
Tennessee
$3.58M +$93.8K +883 +3%
TRCT
63
Tower Research Capital (TRC)
New York
$3.52M +$3.53M +33,220 +41,525%
FI
64
FormulaFolio Investments
Michigan
$3.47M -$3.81M -35,828 -53%
SW
65
SVB Wealth
Massachusetts
$3.4M -$168K -1,580 -5%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$3.34M -$21.8K -205 -0.6%
APW
67
Austin Private Wealth
Texas
$3.25M +$487K +4,580 +18%
KPW
68
Kore Private Wealth
New York
$3.23M
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$3.16M +$1.45M +13,638 +84%
PWA
70
Physician Wealth Advisors
Utah
$3.15M +$316K +2,975 +12%
HAS
71
HBW Advisory Services
California
$3.08M -$3.68M -34,651 -54%
KPWS
72
Kestra Private Wealth Services
Texas
$2.93M +$66.4K +625 +2%
Goldman Sachs
73
Goldman Sachs
New York
$2.86M -$539K -5,075 -16%
Mariner
74
Mariner
Kansas
$2.76M +$322K +3,032 +13%
AWM
75
AE Wealth Management
Kansas
$2.76M +$621K +5,843 +29%

FTEC Hedge Fund Activity: Q1 2021 in Review

302 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2021, worth a combined $1.15B — down 7.3% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FTEC positions and 29 closed out — a net gain of 15 holders — while 116 added to existing stakes and 94 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $21.4M. The largest seller was Charles Schwab, cutting an estimated $42.2M.

  • 302 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2021, up from 290 in Q4 2020.
  • Funds reported $1.15B of Fidelity MSCI Information Technology Index ETF stock for Q1 2021, down 7.3% quarter-over-quarter.
  • 44 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2021 and 29 closed out, a net change of +15 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2021 was Financial Perspectives, an estimated $21.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2021 was Charles Schwab, an estimated $42.2M sold.

Based on aggregated 13F filings for Q1 2021.