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Fidelity MSCI Information Technology Index ETF

419 hedge funds and large institutions have $1.91B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 133 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,995% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $215K

161% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 33

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

21% more capital invested

Capital invested by funds: $1.58B → $1.91B (+$333M)

13% more funds holding

Funds holding: 371419 (+48)

12% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 119

0.18% more ownership

Funds ownership: 22.86%23.03% (+0.18%)

Holders
419
Holders Change
+48
Holders Change %
+12.94%
% of All Funds
6.11%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
86
Increased
133
Reduced
119
Closed
33
Calls
$8.8M
Puts
$215K
Net Calls
+$8.59M
Net Calls Change
+$6.97M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
51
J.W. Cole Advisors
Florida
$5.31M +$1.21M +9,158 +33%
PCS
52
Personal CFO Solutions
New Jersey
$5.23M +$4.33M +32,669 +867%
Prudential Financial
53
Prudential Financial
New Jersey
$5.18M -$318K -2,400 -6%
PWA
54
Primoris Wealth Advisors
Florida
$4.92M +$3.2M +24,155 +239%
SCA
55
Southern Capital Advisors
Tennessee
$4.8M +$1.28M +9,695 +41%
NFP
56
NorthLanding Financial Partners
New York
$4.73M -$512K -3,867 -11%
SP
57
Stonebrook Private
Michigan
$4.67M +$4.31M +32,540 New
HighTower Advisors
58
HighTower Advisors
Illinois
$4.66M -$318K -2,401 -7%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$4.52M -$142K -1,074 -3%
PCH
60
PGIM Custom Harvest
New Jersey
$4.29M -$1.03M -7,744 -21%
AF
61
Allworth Financial
California
$4.29M -$624K -4,713 -14%
TGAM
62
TBH Global Asset Management
Tennessee
$4.22M -$1.17M -8,867 -23%
BCM
63
Brookstone Capital Management
Illinois
$4.09M -$384K -2,898 -9%
FP
64
Financial Perspectives
Minnesota
$4M +$1.06K +8 +0%
CAN
65
Cetera Advisor Networks
California
$4M +$1.05M +7,942 +40%
BFA
66
Beaumont Financial Advisors
Massachusetts
$3.97M -$1.61M -12,189 -31%
YWM
67
Yoder Wealth Management
California
$3.96M +$167K +1,259 +5%
Mirae Asset Global Investments
68
Mirae Asset Global Investments
South Korea
$3.81M -$88.7K -670 -2%
CPA
69
Court Place Advisors
Maryland
$3.8M +$245K +1,848 +8%
PFS
70
Prospera Financial Services
Texas
$3.69M +$116K +878 +4%
MAG
71
Mokosak Advisory Group
Iowa
$3.69M -$129K -972 -4%
BCA
72
Bay Colony Advisors
Massachusetts
$3.63M +$181K +1,366 +6%
MOS
73
MGO One Seven
Ohio
$3.37M +$3.1M +23,441 New
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$3.32M +$995K +7,512 +48%
HCA
75
Heck Capital Advisors
Wisconsin
$3.26M +$1.11M +8,398 +59%

FTEC Hedge Fund Activity: Q4 2023 in Review

419 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2023, worth a combined $1.91B — up 21% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new FTEC positions and 33 closed out — a net gain of 53 holders — while 133 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.4M. The largest seller was Full Sail Capital, cutting an estimated $26.5M.

  • 419 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2023, up from 371 in Q3 2023.
  • Funds reported $1.91B of Fidelity MSCI Information Technology Index ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 86 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2023 and 33 closed out, a net change of +53 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $35.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2023 was Full Sail Capital, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2023.