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Fidelity MSCI Information Technology Index ETF

298 hedge funds and large institutions have $948M invested in Fidelity MSCI Information Technology Index ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $374K

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.74% less ownership

Funds ownership: 20.86%20.12% (-0.74%)

4% less funds holding

Funds holding: 309298 (-11)

10% less capital invested

Capital invested by funds: $1.05B → $948M (-$103M)

16% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 110

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

Holders
298
Holders Change
-11
Holders Change %
-3.56%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
24
Increased
92
Reduced
110
Closed
33
Calls
$2.21M
Puts
$374K
Net Calls
+$1.84M
Net Calls Change
+$417K
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
51
KCM Investment Advisors
California
$3.08M +$1.33M +12,830 +61%
HighTower Advisors
52
HighTower Advisors
Illinois
$3.07M -$235K -2,255 -6%
SPC
53
Sigma Planning Corp
Michigan
$3.01M +$106K +1,024 +3%
AWM
54
AE Wealth Management
Kansas
$2.77M +$1.02M +9,766 +47%
JWCA
55
J.W. Cole Advisors
Florida
$2.62M +$78.4K +754 +3%
RA
56
RFG Advisory
Alabama
$2.52M -$714K -6,870 -20%
UBS Group
57
UBS Group
Switzerland
$2.52M -$1.55M -14,951 -35%
MAG
58
Mokosak Advisory Group
Iowa
$2.4M +$445K +4,276 +19%
PFS
59
Prospera Financial Services
Texas
$2.34M +$27.8K +267 +1%
NA
60
NewEdge Advisors
Louisiana
$2.34M +$60.1K +578 +2%
SCA
61
Southern Capital Advisors
Tennessee
$2.33M +$483K +4,648 +22%
CPA
62
Court Place Advisors
Maryland
$2.27M -$10.4K -100 -0.4%
SW
63
SVB Wealth
Massachusetts
$2.24M +$53K +510 +2%
HF
64
HRT Financial
New York
$2.23M -$1.01M -9,752 -28%
BWM
65
Birchcreek Wealth Management
Ohio
$2.18M -$532K -5,117 -18%
EWM
66
EPG Wealth Management
Georgia
$2.17M -$68.3K -657 -3%
BFA
67
Beaumont Financial Advisors
Massachusetts
$1.89M -$12.4K -119 -0.6%
KeyBank National Association
68
KeyBank National Association
Ohio
$1.86M +$1.7M +16,385 +397%
BJL
69
Brighton Jones LLC
Washington
$1.82M +$191K +1,833 +10%
AA
70
Ancora Advisors
Ohio
$1.79M -$5.62K -54 -0.3%
KPWS
71
Kestra Private Wealth Services
Texas
$1.7M +$71.2K +685 +4%
NA
72
Navellier & Associates
Nevada
$1.69M
WPP
73
Whalerock Point Partners
Rhode Island
$1.68M -$12.8K -123 -0.7%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$1.65M +$193K +1,853 +11%
AIM
75
Anchor Investment Management
South Carolina
$1.64M -$62.9K -605 -3%

FTEC Hedge Fund Activity: Q3 2022 in Review

298 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q3 2022, worth a combined $948M — down 9.8% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of FTEC and 24 opened new positions — a net loss of 9 holders — while 110 trimmed existing stakes and 92 added.

The largest buyer was Frank Rimerman Advisors, opening a new position worth an estimated $12.1M. The largest seller was Charles Schwab, cutting an estimated $30.8M.

  • 298 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q3 2022, down from 309 in Q2 2022.
  • Funds reported $948M of Fidelity MSCI Information Technology Index ETF stock for Q3 2022, down 9.8% quarter-over-quarter.
  • 24 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q3 2022 and 33 closed out, a net change of -9 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q3 2022 was Frank Rimerman Advisors, an estimated $12.1M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q3 2022 was Charles Schwab, an estimated $30.8M sold.

Based on aggregated 13F filings for Q3 2022.