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Fidelity MSCI Information Technology Index ETF

309 hedge funds and large institutions have $1.05B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 117 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

446% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $318K

2.35% less ownership

Funds ownership: 23.2%20.86% (-2.3%)

7% less funds holding

Funds holding: 332309 (-23)

24% less capital invested

Capital invested by funds: $1.39B → $1.05B (-$338M)

25% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 117

38% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 53

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
309
Holders Change
-23
Holders Change %
-6.93%
% of All Funds
5.21%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.13%
New
33
Increased
88
Reduced
117
Closed
53
Calls
$1.74M
Puts
$318K
Net Calls
+$1.42M
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
76
Beaumont Financial Advisors
Massachusetts
$2.02M -$112K -1,049 -5%
AWM
77
AE Wealth Management
Kansas
$2M +$273K +2,565 +14%
Truist Financial
78
Truist Financial
North Carolina
$1.99M -$964K -9,047 -31%
AA
79
Ancora Advisors
Ohio
$1.9M -$399K -3,742 -16%
SXL
80
Summit X LLC
Missouri
$1.9M +$57.8K +542 +3%
AIM
81
Anchor Investment Management
South Carolina
$1.8M -$62.7K -588 -3%
NA
82
Navellier & Associates
Nevada
$1.79M
WPP
83
Whalerock Point Partners
Rhode Island
$1.79M -$110K -1,035 -5%
HCA
84
Heck Capital Advisors
Wisconsin
$1.77M -$1.9M -17,791 -49%
BJL
85
Brighton Jones LLC
Washington
$1.75M +$762K +7,149 +65%
MA
86
Maxele Advisors
Missouri
$1.74M -$105K -982 -5%
KPWS
87
Kestra Private Wealth Services
Texas
$1.74M -$170K -1,596 -8%
C1AG
88
Client 1st Advisory Group
Florida
$1.73M -$296K -2,775 -13%
JF
89
JSF Financial
California
$1.64M +$1.02M +9,573 +129%
PAG
90
Private Advisor Group
New Jersey
$1.64M -$1.07M -10,006 -37%
CPIG
91
Chicago Partners Investment Group
Illinois
$1.61M +$1.56M +14,677 New
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$1.59M -$241K -2,265 -12%
LA
93
Lynch & Associates
Indiana
$1.56M +$21.5K +202 +1%
CFG
94
Cooper Financial Group
California
$1.5M +$1.66M +15,568 New
William Blair & Company
95
William Blair & Company
Illinois
$1.46M -$852 -8 -0.1%
MWM
96
Maltin Wealth Management
New Jersey
$1.46M -$53.5K -502 -3%
MWM
97
Mascoma Wealth Management
New Hampshire
$1.43M -$83K -779 -5%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$1.38M -$93.3K -876 -6%
AB
99
Atlas Brown
Kentucky
$1.38M -$16.9K -159 -1%
SS
100
Sunbelt Securities
Texas
$1.36M +$40K +375 +3%

FTEC Hedge Fund Activity: Q2 2022 in Review

309 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2022, worth a combined $1.05B — down 24% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of FTEC and 33 opened new positions — a net loss of 20 holders — while 117 trimmed existing stakes and 88 added.

The largest buyer was Lido Advisors, adding an estimated $15.1M. The largest seller was Envestnet Asset Management, cutting an estimated $16.1M.

  • 309 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2022, down from 332 in Q1 2022.
  • Funds reported $1.05B of Fidelity MSCI Information Technology Index ETF stock for Q2 2022, down 24% quarter-over-quarter.
  • 33 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2022 and 53 closed out, a net change of -20 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2022 was Lido Advisors, an estimated $15.1M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2022.