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Fidelity MSCI Information Technology Index ETF

430 hedge funds and large institutions have $2.27B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 161 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $3.58M | Put options by funds: $1.03M

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

25% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 129

19% more capital invested

Capital invested by funds: $1.91B → $2.27B (+$363M)

3% more funds holding

Funds holding: 419430 (+11)

0.58% more ownership

Funds ownership: 23.03%23.61% (+0.58%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
430
Holders Change
+11
Holders Change %
+2.63%
% of All Funds
6.19%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
52
Increased
161
Reduced
129
Closed
36
Calls
$3.58M
Puts
$1.03M
Net Calls
+$2.56M
Net Calls Change
-$6.04M
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
76
MGO One Seven
Ohio
$3.48M -$168K -1,116 -5%
RJA
77
Raymond James & Associates
Florida
$3.4M +$274K +1,819 +9%
LA
78
Lynch & Associates
Indiana
$3.33M +$263K +1,748 +9%
AI
79
Atria Investments
North Carolina
$3.29M +$259K +1,723 +9%
KPWS
80
Kestra Private Wealth Services
Texas
$3.25M +$62.7K +416 +2%
EH
81
Equitable Holdings
New York
$3.24M +$325K +2,157 +12%
Creative Planning
82
Creative Planning
Kansas
$3.02M +$207K +1,374 +8%
CPIG
83
Chicago Partners Investment Group
Illinois
$2.93M -$59.8K -397 -2%
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$2.93M -$156K -1,034 -5%
BCI
85
Brinker Capital Investments
Pennsylvania
$2.91M +$1.3M +8,643 +86%
OPS
86
Orion Portfolio Solutions
Nebraska
$2.91M +$1.3M +8,643 +86%
WWA
87
WCG Wealth Advisors
Nevada
$2.87M +$987K +6,552 +55%
LNC
88
Lincoln National Corp
Pennsylvania
$2.74M +$39K +259 +1%
FWM
89
Fingerlakes Wealth Management
New York
$2.73M +$459K +3,048 +21%
ITB
90
Idaho Trust Bank
Idaho
$2.73M +$2.64M +17,550 New
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$2.71M +$43.2K +287 +2%
AIM
92
Anchor Investment Management
South Carolina
$2.67M
EFM
93
Eley Financial Management
Vermont
$2.64M -$38K -252 -1%
CRC
94
Curi RMB Capital
Illinois
$2.61M
QCM
95
Quantinno Capital Management
New York
$2.56M +$2.47M +16,422 New
BJL
96
Brighton Jones LLC
Washington
$2.54M -$164K -1,090 -6%
AA
97
Ancora Advisors
Ohio
$2.52M -$64.3K -427 -3%
EWM
98
EPG Wealth Management
Georgia
$2.52M -$47.7K -317 -2%
NA
99
Navellier & Associates
Nevada
$2.51M -$377K -2,500 -13%
PCH
100
PGIM Custom Harvest
New Jersey
$2.47M -$2.11M -13,983 -47%

FTEC Hedge Fund Activity: Q1 2024 in Review

430 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2024, worth a combined $2.27B — up 19% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FTEC positions and 36 closed out — a net gain of 16 holders — while 161 added to existing stakes and 129 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $190M. The largest seller was Morgan Stanley, cutting an estimated $36.2M.

  • 430 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2024, up from 419 in Q4 2023.
  • Funds reported $2.27B of Fidelity MSCI Information Technology Index ETF stock for Q1 2024, up 19% quarter-over-quarter.
  • 52 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2024 and 36 closed out, a net change of +16 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2024 was Churchill Management, an estimated $190M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2024.