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Fidelity MSCI Information Technology Index ETF

323 hedge funds and large institutions have $1.02B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

590% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $293K

136% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 25

8% more funds holding

Funds holding: 298323 (+25)

8% more capital invested

Capital invested by funds: $948M → $1.02B (+$76.3M)

0.69% more ownership

Funds ownership: 20.12%20.81% (+0.69%)

10% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 111

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
323
Holders Change
+25
Holders Change %
+8.39%
% of All Funds
5.19%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
59
Increased
100
Reduced
111
Closed
25
Calls
$2.02M
Puts
$293K
Net Calls
+$1.73M
Net Calls Change
-$106K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
76
Beaumont Financial Advisors
Massachusetts
$1.79M -$176K -1,827 -9%
NA
77
Navellier & Associates
Nevada
$1.76M
PAS
78
Park Avenue Securities
New York
$1.74M +$220K +2,281 +14%
AIM
79
Anchor Investment Management
South Carolina
$1.72M +$16.1K +167 +0.9%
KPWS
80
Kestra Private Wealth Services
Texas
$1.69M -$79.3K -821 -4%
EFM
81
Eley Financial Management
Vermont
$1.69M +$1.72M +17,837 New
TRCT
82
Tower Research Capital (TRC)
New York
$1.65M +$1.67M +17,270 +7,814%
LA
83
Lynch & Associates
Indiana
$1.64M +$107K +1,108 +7%
HCA
84
Heck Capital Advisors
Wisconsin
$1.62M +$11.9K +123 +0.7%
CRC
85
Curi RMB Capital
Illinois
$1.57M -$82.8K -857 -5%
AAS
86
Ameritas Advisory Services
Nebraska
$1.53M +$296K +3,066 +23%
CFG
87
Cooper Financial Group
California
$1.53M -$151K -1,561 -9%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$1.52M +$437K +4,530 +39%
BJL
89
Brighton Jones LLC
Washington
$1.52M -$382K -3,961 -20%
MWM
90
Maltin Wealth Management
New Jersey
$1.5M +$15.5K +161 +1%
Truist Financial
91
Truist Financial
North Carolina
$1.48M -$109K -1,134 -7%
RA
92
RFG Advisory
Alabama
$1.45M -$1.29M -13,375 -50%
VC
93
Vicus Capital
Pennsylvania
$1.45M +$39K +404 +3%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$1.45M -$273K -2,823 -16%
William Blair & Company
95
William Blair & Company
Illinois
$1.44M -$97 -1 -0%
Creative Planning
96
Creative Planning
Kansas
$1.43M +$135K +1,400 +10%
LNC
97
Lincoln National Corp
Pennsylvania
$1.41M -$234K -2,419 -14%
C1AG
98
Client 1st Advisory Group
Florida
$1.4M -$172K -1,783 -11%
WPP
99
Whalerock Point Partners
Rhode Island
$1.4M -$355K -3,678 -20%
CA
100
Crumly & Associates
Illinois
$1.38M +$184K +1,907 +15%

FTEC Hedge Fund Activity: Q4 2022 in Review

323 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2022, worth a combined $1.02B — up 8.1% from $948M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FTEC positions and 25 closed out — a net gain of 34 holders — while 100 added to existing stakes and 111 trimmed.

The largest buyer was Charles Schwab, adding an estimated $13M. The largest seller was Madrona Financial Services, exiting entirely with an estimated $5.02M sold.

  • 323 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2022, up from 298 in Q3 2022.
  • Funds reported $1.02B of Fidelity MSCI Information Technology Index ETF stock for Q4 2022, up 8.1% quarter-over-quarter.
  • 59 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2022 and 25 closed out, a net change of +34 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2022 was Charles Schwab, an estimated $13M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2022 was Madrona Financial Services, an estimated $5.02M sold.

Based on aggregated 13F filings for Q4 2022.