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Fidelity MSCI Information Technology Index ETF

335 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 118 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,077% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $57K

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

15% more capital invested

Capital invested by funds: $1.02B → $1.18B (+$154M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4% more funds holding

Funds holding: 323335 (+12)

0.23% more ownership

Funds ownership: 20.81%21.04% (+0.23%)

6% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 118

Holders
335
Holders Change
+12
Holders Change %
+3.72%
% of All Funds
5.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
47
Increased
111
Reduced
118
Closed
25
Calls
$2.95M
Puts
$57K
Net Calls
+$2.89M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
76
Park Avenue Securities
New York
$2.13M +$23.1K +221 +1%
NA
77
Navellier & Associates
Nevada
$2.12M
KPWS
78
Kestra Private Wealth Services
Texas
$2.08M +$37.3K +357 +2%
CPIG
79
Chicago Partners Investment Group
Illinois
$2.03M +$48.7K +466 +3%
EFM
80
Eley Financial Management
Vermont
$2.02M -$13.8K -132 -0.7%
KeyBank National Association
81
KeyBank National Association
Ohio
$2.01M -$432K -4,136 -19%
HCA
82
Heck Capital Advisors
Wisconsin
$2M +$42.6K +407 +2%
DWP
83
Daymark Wealth Partners
Ohio
$2M +$1.83M +17,544 New
BJL
84
Brighton Jones LLC
Washington
$1.93M +$91.2K +872 +5%
Jane Street
85
Jane Street
New York
$1.89M +$1.22M +11,623 +234%
CRC
86
Curi RMB Capital
Illinois
$1.89M -$2.3K -22 -0.1%
MWM
87
Maltin Wealth Management
New Jersey
$1.87M +$63.6K +608 +4%
LA
88
Lynch & Associates
Indiana
$1.86M -$101K -970 -6%
William Blair & Company
89
William Blair & Company
Illinois
$1.81M +$60.3K +577 +4%
Truist Financial
90
Truist Financial
North Carolina
$1.78M -$2.2K -21 -0.1%
FIM
91
Freedom Investment Management
Connecticut
$1.74M +$1.26M +12,030 +374%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$1.73M -$14.3K -137 -0.9%
CFG
93
Cooper Financial Group
California
$1.7M -$131K -1,250 -8%
C1AG
94
Client 1st Advisory Group
Florida
$1.68M -$14.1K -135 -0.9%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$1.68M -$1.95M -18,636 -56%
Creative Planning
96
Creative Planning
Kansas
$1.66M -$65.1K -623 -4%
VC
97
Vicus Capital
Pennsylvania
$1.65M -$92.6K -886 -6%
WPP
98
Whalerock Point Partners
Rhode Island
$1.62M -$63.1K -603 -4%
LNC
99
Lincoln National Corp
Pennsylvania
$1.61M -$81.5K -779 -5%
AAS
100
Ameritas Advisory Services
Nebraska
$1.55M -$256K -2,450 -15%

FTEC Hedge Fund Activity: Q1 2023 in Review

335 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2023, worth a combined $1.18B — up 15% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FTEC positions and 25 closed out — a net gain of 22 holders — while 111 added to existing stakes and 118 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $13.6M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $7.38M.

  • 335 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2023, up from 323 in Q4 2022.
  • Funds reported $1.18B of Fidelity MSCI Information Technology Index ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 47 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2023 and 25 closed out, a net change of +22 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2023 was Portfolio Strategies, an estimated $13.6M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $7.38M sold.

Based on aggregated 13F filings for Q1 2023.