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Fidelity MSCI Information Technology Index ETF

298 hedge funds and large institutions have $1.38B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $883K

19% more capital invested

Capital invested by funds: $1.15B → $1.38B (+$223M)

1.1% more ownership

Funds ownership: 22.06%23.16% (+1.1%)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

1% less funds holding

Funds holding: 302298 (-4)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

17% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 121

Holders
298
Holders Change
-4
Holders Change %
-1.32%
% of All Funds
5.19%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
28
Increased
100
Reduced
121
Closed
30
Calls
$1.39M
Puts
$883K
Net Calls
+$507K
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
76
Stone House Investment Management
Pennsylvania
$2.49M -$3.23M -28,971 -58%
MAG
77
Mokosak Advisory Group
Iowa
$2.49M +$12.9K +116 +0.6%
VC
78
Vicus Capital
Pennsylvania
$2.42M +$41.5K +372 +2%
PS
79
Portfolio Strategies
New York
$2.41M +$334 +3 +0%
WPP
80
Whalerock Point Partners
Rhode Island
$2.35M -$14.8K -133 -0.7%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$2.28M -$36.2K -325 -2%
HGWM
82
Horst & Graben Wealth Management
Oregon
$2.27M -$2.48M -22,228 -54%
Creative Planning
83
Creative Planning
Kansas
$2.26M -$364K -3,269 -15%
MA
84
Mutual Advisors
Nebraska
$2.2M -$582K -5,226 -22%
NA
85
Navellier & Associates
Nevada
$2.19M +$2.07M +18,600 New
MWM
86
Mascoma Wealth Management
New Hampshire
$2.15M -$56.5K -507 -3%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$2.13M -$1.31M -11,733 -39%
OWA
88
One Wealth Advisors
California
$2.09M -$145K -1,305 -7%
AWA
89
Arkadios Wealth Advisors
Georgia
$2.06M +$505K +4,532 +35%
BWM
90
Birchcreek Wealth Management
Ohio
$2.04M +$58.8K +528 +3%
LA
91
Lynch & Associates
Indiana
$2.03M -$71.8K -644 -4%
PWA
92
Physician Wealth Advisors
Utah
$2.02M -$1.34M -11,993 -42%
ANBT
93
American National Bank & Trust
Texas
$2M +$1.89M +17,000 New
SSW
94
Smith Shellnut Wilson
Mississippi
$2M +$12.6K +113 +0.7%
AI
95
Atria Investments
North Carolina
$1.95M +$1.84M +16,526 New
APW
96
Austin Private Wealth
Texas
$1.94M -$1.58M -14,164 -46%
UBS Group
97
UBS Group
Switzerland
$1.94M -$2.38M -21,319 -56%
KPWS
98
Kestra Private Wealth Services
Texas
$1.91M -$1.28M -11,468 -41%
PA
99
PFG Advisors
Arizona
$1.91M +$182K +1,637 +11%
MWM
100
Maltin Wealth Management
New Jersey
$1.9M +$51.4K +461 +3%

FTEC Hedge Fund Activity: Q2 2021 in Review

298 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2021, worth a combined $1.38B — up 19% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FTEC and 28 opened new positions — a net loss of 2 holders — while 121 trimmed existing stakes and 100 added.

The largest buyer was Charles Schwab, adding an estimated $66.4M. The largest seller was Financial Perspectives, cutting an estimated $22.4M.

  • 298 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2021, down from 302 in Q1 2021.
  • Funds reported $1.38B of Fidelity MSCI Information Technology Index ETF stock for Q2 2021, up 19% quarter-over-quarter.
  • 28 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2021 and 30 closed out, a net change of -2 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2021 was Charles Schwab, an estimated $66.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2021 was Financial Perspectives, an estimated $22.4M sold.

Based on aggregated 13F filings for Q2 2021.