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Fidelity MSCI Information Technology Index ETF

302 hedge funds and large institutions have $1.15B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 116 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $737K

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

23% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 94

4% more funds holding

Funds holding: 290302 (+12)

1.57% less ownership

Funds ownership: 23.63%22.06% (-1.6%)

7% less capital invested

Capital invested by funds: $1.25B → $1.15B (-$91.4M)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
302
Holders Change
+12
Holders Change %
+4.14%
% of All Funds
5.3%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
44
Increased
116
Reduced
94
Closed
29
Calls
$1.7M
Puts
$737K
Net Calls
+$967K
Net Calls Change
+$37K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$2.71M -$114K -1,068 -4%
PAG
77
Private Advisor Group
New Jersey
$2.66M +$523K +4,918 +24%
PFS
78
Prospera Financial Services
Texas
$2.66M -$957 -9 -0%
CPA
79
Court Place Advisors
Maryland
$2.6M -$13.3K -125 -0.5%
MA
80
Mutual Advisors
Nebraska
$2.53M +$160K +1,506 +7%
AF
81
Advisornet Financial
Minnesota
$2.48M -$16.6K -156 -0.7%
JWCA
82
J.W. Cole Advisors
Florida
$2.44M +$99.4K +935 +4%
BWA
83
Beam Wealth Advisors
Louisiana
$2.39M +$64.3K +605 +3%
Creative Planning
84
Creative Planning
Kansas
$2.38M +$566K +5,321 +31%
SXL
85
Summit X LLC
Missouri
$2.3M +$535K +5,031 +30%
Prudential Financial
86
Prudential Financial
New Jersey
$2.27M +$353K +3,322 +18%
MAG
87
Mokosak Advisory Group
Iowa
$2.23M -$73.3K -690 -3%
NL
88
NWAM LLC
Washington
$2.19M +$570K +5,361 +35%
HI
89
Harbour Investments
Wisconsin
$2.17M +$2.18M +20,520 New
PS
90
Portfolio Strategies
New York
$2.17M -$3.72K -35 -0.2%
VC
91
Vicus Capital
Pennsylvania
$2.13M -$7.22M -67,898 -77%
WPP
92
Whalerock Point Partners
Rhode Island
$2.12M -$55.9K -526 -3%
GB
93
Gunma Bank
Japan
$2.12M +$2.13M +20,000 New
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$2.09M +$4.78K +45 +0.2%
OWA
95
One Wealth Advisors
California
$2.02M +$1.57M +14,791 +344%
MWM
96
Mascoma Wealth Management
New Hampshire
$1.98M -$749K -7,045 -27%
FP
97
Financial Perspectives
Minnesota
$1.92M +$21.4M +201,267 +10,505%
LA
98
Lynch & Associates
Indiana
$1.89M +$42.7K +402 +2%
SAM
99
Sequent Asset Management
Texas
$1.8M +$14K +132 +0.8%
SPAS
100
Spectrum Planning & Advisory Services
California
$1.79M +$328K +3,087 +22%

FTEC Hedge Fund Activity: Q1 2021 in Review

302 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2021, worth a combined $1.15B — down 7.3% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FTEC positions and 29 closed out — a net gain of 15 holders — while 116 added to existing stakes and 94 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $21.4M. The largest seller was Charles Schwab, cutting an estimated $42.2M.

  • 302 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2021, up from 290 in Q4 2020.
  • Funds reported $1.15B of Fidelity MSCI Information Technology Index ETF stock for Q1 2021, down 7.3% quarter-over-quarter.
  • 44 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2021 and 29 closed out, a net change of +15 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2021 was Financial Perspectives, an estimated $21.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2021 was Charles Schwab, an estimated $42.2M sold.

Based on aggregated 13F filings for Q1 2021.