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Fidelity MSCI Information Technology Index ETF

332 hedge funds and large institutions have $1.39B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 108 increasing their positions, 133 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $492K

0.81% more ownership

Funds ownership: 22.4%23.2% (+0.81%)

4% less funds holding

Funds holding: 347332 (-15)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

13% less capital invested

Capital invested by funds: $1.6B → $1.39B (-$207M)

19% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 133

25% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 48

Holders
332
Holders Change
-15
Holders Change %
-4.32%
% of All Funds
5.24%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
36
Increased
108
Reduced
133
Closed
48
Calls
$1.71M
Puts
$492K
Net Calls
+$1.22M
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
51
Rehmann Capital Advisory Group
Michigan
$4.56M +$133K +1,097 +3%
BWA
52
Beam Wealth Advisors
Louisiana
$4.55M +$2.74M +22,559 +156%
PA
53
PFG Advisors
Arizona
$4.47M +$3.81M +31,391 +165%
HCA
54
Heck Capital Advisors
Wisconsin
$4.44M -$916K -7,550 -17%
NA
55
NewEdge Advisors
Louisiana
$4.23M -$557K -4,592 -12%
SCA
56
Snowden Capital Advisors
New York
$4.2M +$398K +3,283 +11%
MML Investors Services
57
MML Investors Services
Massachusetts
$4.01M -$232K -1,911 -6%
Truist Financial
58
Truist Financial
North Carolina
$3.65M -$885K -7,297 -20%
SHIM
59
Stone House Investment Management
Pennsylvania
$3.61M -$1.38M -11,335 -28%
LNC
60
Lincoln National Corp
Pennsylvania
$3.45M -$1.19M -9,814 -26%
UBS Group
61
UBS Group
Switzerland
$3.36M +$1.36M +11,216 +70%
JWCA
62
J.W. Cole Advisors
Florida
$3.32M -$27.4K -226 -0.8%
PAG
63
Private Advisor Group
New Jersey
$3.32M +$33K +272 +1%
PPA
64
Parametric Portfolio Associates
Washington
$3.19M +$605K +4,987 +24%
SW
65
SVB Wealth
Massachusetts
$3.13M -$427K -3,516 -12%
PFS
66
Prospera Financial Services
Texas
$3.13M -$116K -955 -4%
CPA
67
Court Place Advisors
Maryland
$3.1M +$146K +1,200 +5%
BWM
68
Birchcreek Wealth Management
Ohio
$3.03M +$688K +5,669 +30%
AA
69
Ancora Advisors
Ohio
$2.89M -$1.48M -12,171 -34%
BFA
70
Beaumont Financial Advisors
Massachusetts
$2.7M -$2.07M -17,063 -44%
Creative Planning
71
Creative Planning
Kansas
$2.62M -$4.25K -35 -0.2%
VC
72
Vicus Capital
Pennsylvania
$2.57M +$237K +1,950 +10%
C1AG
73
Client 1st Advisory Group
Florida
$2.55M -$54.7K -451 -2%
WPP
74
Whalerock Point Partners
Rhode Island
$2.42M +$364 +3 +0%
KPWS
75
Kestra Private Wealth Services
Texas
$2.41M -$20.4K -168 -0.8%

FTEC Hedge Fund Activity: Q1 2022 in Review

332 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2022, worth a combined $1.39B — down 13% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of FTEC and 36 opened new positions — a net loss of 12 holders — while 133 trimmed existing stakes and 108 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $136M. The largest seller was Charles Schwab, cutting an estimated $28.3M.

  • 332 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2022, down from 347 in Q4 2021.
  • Funds reported $1.39B of Fidelity MSCI Information Technology Index ETF stock for Q1 2022, down 13% quarter-over-quarter.
  • 36 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2022 and 48 closed out, a net change of -12 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $136M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2022 was Charles Schwab, an estimated $28.3M sold.

Based on aggregated 13F filings for Q1 2022.