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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
RCAG
51
Rehmann Capital Advisory Group
Michigan
$4.87M -$245K -1,891 -5%
Ameriprise
52
Ameriprise
Minnesota
$4.86M -$1.65M -12,681 -26%
AA
53
Ancora Advisors
Ohio
$4.82M -$649 -5 -0%
ACA
54
Aptus Capital Advisors
Alabama
$4.82M +$4.62M +35,572 New
MML Investors Services
55
MML Investors Services
Massachusetts
$4.67M +$6.23K +48 +0.1%
HF
56
HRT Financial
New York
$4.63M -$148K -1,138 -3%
LA
57
Lifeworks Advisors
Michigan
$4.43M +$4.25M +32,717 New
SCA
58
Snowden Capital Advisors
New York
$4.17M +$16.4K +126 +0.4%
FEM
59
Fulcrum Equity Management
Texas
$4M +$3.83M +29,512 New
SW
60
SVB Wealth
Massachusetts
$3.92M -$93.1K -717 -2%
SXL
61
Summit X LLC
Missouri
$3.72M +$176K +1,355 +5%
JWCA
62
J.W. Cole Advisors
Florida
$3.69M +$3.53M +27,218 New
PAG
63
Private Advisor Group
New Jersey
$3.61M -$3.07M -23,687 -47%
PFS
64
Prospera Financial Services
Texas
$3.57M +$32.3K +249 +1%
William Blair & Company
65
William Blair & Company
Illinois
$3.46M +$2.21M +17,053 +201%
SSW
66
Smith Shellnut Wilson
Mississippi
$3.42M +$1.08M +8,342 +49%
AWM
67
AE Wealth Management
Kansas
$3.42M +$1.36M +10,459 +71%
CPA
68
Court Place Advisors
Maryland
$3.25M -$13K -100 -0.4%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$3.17M +$425K +3,271 +16%
Creative Planning
70
Creative Planning
Kansas
$2.88M +$140K +1,078 +5%
C1AG
71
Client 1st Advisory Group
Florida
$2.87M -$106K -820 -4%
PS
72
Portfolio Strategies
New York
$2.84M -$9.87K -76 -0.4%
PPA
73
Parametric Portfolio Associates
Washington
$2.84M +$843K +6,491 +45%
MA
74
Maxele Advisors
Missouri
$2.81M +$2.7M +20,773 New
MAG
75
Mokosak Advisory Group
Iowa
$2.72M -$86.8K -669 -3%

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.