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Fidelity MSCI Information Technology Index ETF

430 hedge funds and large institutions have $2.27B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 161 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $3.58M | Put options by funds: $1.03M

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

25% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 129

19% more capital invested

Capital invested by funds: $1.91B → $2.27B (+$363M)

3% more funds holding

Funds holding: 419430 (+11)

0.58% more ownership

Funds ownership: 23.03%23.61% (+0.58%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
430
Holders Change
+11
Holders Change %
+2.63%
% of All Funds
6.19%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
52
Increased
161
Reduced
129
Closed
36
Calls
$3.58M
Puts
$1.03M
Net Calls
+$2.56M
Net Calls Change
-$6.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$6.21M +$562K +3,732 +10%
SCA
52
Snowden Capital Advisors
New York
$5.85M -$104K -689 -2%
PCS
53
Personal CFO Solutions
New Jersey
$5.58M -$91.9K -610 -2%
PWA
54
Primoris Wealth Advisors
Florida
$5.37M +$26.2K +174 +0.5%
HighTower Advisors
55
HighTower Advisors
Illinois
$5.36M +$277K +1,839 +6%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$5.02M +$115K +763 +2%
SP
57
Stonebrook Private
Michigan
$4.88M -$180K -1,195 -4%
JWCA
58
J.W. Cole Advisors
Florida
$4.88M -$850K -5,644 -15%
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$4.88M +$4.71M +31,292 New
CAN
60
Cetera Advisor Networks
California
$4.83M +$477K +3,167 +11%
BCA
61
Bay Colony Advisors
Massachusetts
$4.71M +$738K +4,903 +19%
HIC
62
Hartline Investment Corp
Illinois
$4.71M +$4.55M +30,193 New
SPC
63
Sigma Planning Corp
Michigan
$4.7M +$2.59M +17,195 +133%
TGAM
64
TBH Global Asset Management
Tennessee
$4.62M +$42.9K +285 +1%
BCM
65
Brookstone Capital Management
Illinois
$4.58M +$134K +890 +3%
AF
66
Allworth Financial
California
$4.54M -$105K -697 -2%
YWM
67
Yoder Wealth Management
California
$4.43M +$133K +880 +3%
FP
68
Financial Perspectives
Minnesota
$4.34M +$602 +4 +0%
CA
69
CoreCap Advisors
Michigan
$4.13M +$1.56M +10,327 +64%
CA
70
Cetera Advisors
Colorado
$4.03M +$1.22M +8,091 +46%
BFA
71
Beaumont Financial Advisors
Massachusetts
$3.97M -$329K -2,185 -8%
CPA
72
Court Place Advisors
Maryland
$3.92M -$199K -1,320 -5%
PFS
73
Prospera Financial Services
Texas
$3.73M -$268K -1,782 -7%
MAG
74
Mokosak Advisory Group
Iowa
$3.68M -$305K -2,028 -8%
HCA
75
Heck Capital Advisors
Wisconsin
$3.57M +$29.7K +197 +0.9%

FTEC Hedge Fund Activity: Q1 2024 in Review

430 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2024, worth a combined $2.27B — up 19% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FTEC positions and 36 closed out — a net gain of 16 holders — while 161 added to existing stakes and 129 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $190M. The largest seller was Morgan Stanley, cutting an estimated $36.2M.

  • 430 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2024, up from 419 in Q4 2023.
  • Funds reported $2.27B of Fidelity MSCI Information Technology Index ETF stock for Q1 2024, up 19% quarter-over-quarter.
  • 52 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2024 and 36 closed out, a net change of +16 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2024 was Churchill Management, an estimated $190M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2024.