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Fidelity MSCI Information Technology Index ETF

419 hedge funds and large institutions have $1.91B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 133 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,995% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $215K

161% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 33

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

21% more capital invested

Capital invested by funds: $1.58B → $1.91B (+$333M)

13% more funds holding

Funds holding: 371419 (+48)

12% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 119

0.18% more ownership

Funds ownership: 22.86%23.03% (+0.18%)

Holders
419
Holders Change
+48
Holders Change %
+12.94%
% of All Funds
6.11%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
86
Increased
133
Reduced
119
Closed
33
Calls
$8.8M
Puts
$215K
Net Calls
+$8.59M
Net Calls Change
+$6.97M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
76
Chicago Partners Investment Group
Illinois
$3.07M +$149K +1,123 +6%
KPWS
77
Kestra Private Wealth Services
Texas
$2.94M +$44.5K +336 +2%
RJA
78
Raymond James & Associates
Florida
$2.87M +$21.9K +165 +0.8%
Envestnet Portfolio Solutions
79
Envestnet Portfolio Solutions
Illinois
$2.85M +$1.73M +13,064 +193%
LA
80
Lynch & Associates
Indiana
$2.82M +$166K +1,252 +7%
AI
81
Atria Investments
North Carolina
$2.78M +$1.01M +7,611 +65%
Renaissance Technologies
82
Renaissance Technologies
New York
$2.74M +$2.53M +19,100 New
EH
83
Equitable Holdings
New York
$2.67M +$302K +2,278 +14%
NA
84
Navellier & Associates
Nevada
$2.67M
Creative Planning
85
Creative Planning
Kansas
$2.59M -$205K -1,546 -8%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$2.58M +$227K +1,717 +11%
CA
87
Cetera Advisors
Colorado
$2.55M +$627K +4,735 +36%
BJL
88
Brighton Jones LLC
Washington
$2.5M +$5.56K +42 +0.2%
LNC
89
Lincoln National Corp
Pennsylvania
$2.49M +$727K +5,490 +46%
EWM
90
EPG Wealth Management
Georgia
$2.49M -$815K -6,151 -27%
VWM
91
VCI Wealth Management
Missouri
$2.48M +$2.28M +17,245 New
EFM
92
Eley Financial Management
Vermont
$2.47M -$5.17K -39 -0.2%
AIM
93
Anchor Investment Management
South Carolina
$2.47M
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$2.46M -$54.4K -411 -2%
CRC
95
Curi RMB Capital
Illinois
$2.41M -$24.1K -182 -1%
AA
96
Ancora Advisors
Ohio
$2.39M -$29.8K -225 -1%
CA
97
CoreCap Advisors
Michigan
$2.33M +$1.85M +13,938 +618%
KeyBank National Association
98
KeyBank National Association
Ohio
$2.2M
AAS
99
Ameritas Advisory Services
Nebraska
$2.19M +$190K +1,431 +11%
MWM
100
Maltin Wealth Management
New Jersey
$2.19M -$117K -883 -5%

FTEC Hedge Fund Activity: Q4 2023 in Review

419 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2023, worth a combined $1.91B — up 21% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new FTEC positions and 33 closed out — a net gain of 53 holders — while 133 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.4M. The largest seller was Full Sail Capital, cutting an estimated $26.5M.

  • 419 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2023, up from 371 in Q3 2023.
  • Funds reported $1.91B of Fidelity MSCI Information Technology Index ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 86 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2023 and 33 closed out, a net change of +53 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $35.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2023 was Full Sail Capital, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2023.