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Fidelity MSCI Information Technology Index ETF
FTEC

446 hedge funds and large institutions have $3.35B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 153 increasing their positions, 143 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $4.33M | Put options by funds: $1.33M

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

41% more capital invested

Capital invested by funds: $2.37B → $3.35B (+$983M)

6.76% more ownership

Funds ownership: 22.24% → 29% (+6.8%)

3% more funds holding

Funds holding: 432 → 446 (+14)

7% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 143

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

Holders
446
Holders Change
+14
Holders Change %
+3.24%
% of All Funds
6.4%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
58
Increased
153
Reduced
143
Closed
38
Calls
$4.33M
Puts
$1.33M
Net Calls
+$3M
Net Calls Change
+$772K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$420M
2
RBA
Richard Bernstein Advisors
New York
+$269M
3
IAIM
International Assets Investment Management
Florida
+$137M
4
AM
AGF Management
Ontario, Canada
+$52.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43.9M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.6M
2
KAS
Kestra Advisory Services
Texas
-$7.06M
3
CA
Crumly & Associates
Illinois
-$5.05M
4
Charles Schwab
Charles Schwab
California
-$4.49M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$3.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
76
Brinker Capital Investments
Pennsylvania
$4.38M -$91.3K -540 -2%
OPS
77
Orion Portfolio Solutions
Nebraska
$4.38M -$91.3K -540 -2%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$4.37M +$3.51M +20,741 +479%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$4.16M -$79.8K -472 -2%
TCA
80
Transcend Capital Advisors
New Jersey
$4.12M +$3.99M +23,614 New
CA
81
Claro Advisors
Massachusetts
$4.03M +$535K +3,163 +16%
Creative Planning
82
Creative Planning
Kansas
$4M -$836K -4,944 -18%
LA
83
Lynch & Associates
Indiana
$3.99M +$142K +843 +4%
GM
84
GeoWealth Management
Illinois
$3.99M -$967K -5,721 -20%
HCA
85
Heck Capital Advisors
Wisconsin
$3.92M +$15.5K +92 +0.4%
MAG
86
Mokosak Advisory Group
Iowa
$3.84M -$217K -1,286 -6%
MOS
87
MGO One Seven
Ohio
$3.72M -$41.1K -243 -1%
WWA
88
WCG Wealth Advisors
Nevada
$3.71M +$121K +718 +3%
QCM
89
Quantinno Capital Management
New York
$3.62M +$622K +3,679 +22%
CP
90
Capital Planning
Washington
$3.62M +$154K +909 +5%
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$3.53M -$365K -2,159 -10%
CPIG
92
Chicago Partners Investment Group
Illinois
$3.44M -$35.8K -212 -1%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$3.42M +$899K +5,322 +37%
FWM
94
Fingerlakes Wealth Management
New York
$3.4M -$63.7K -377 -2%
KPWS
95
Kestra Private Wealth Services
Texas
$3.38M -$265K -1,567 -8%
MWM
96
Meridian Wealth Management
Kentucky
$3.37M +$3.26M +19,319 New
AA
97
Ancora Advisors
Ohio
$3.33M +$503K +2,979 +18%
AF
98
Allworth Financial
California
$3.25M -$1.69M -9,975 -35%
SP
99
Stonebrook Private
Michigan
$3.2M -$995K -5,890 -24%
MAM
100
Marotta Asset Management
Virginia
$3.04M +$556K +3,289 +23%
2 3
4
5 6

FTEC Hedge Fund Activity: Q3 2024 in Review

446 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q3 2024, worth a combined $3.35B — up 41% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new FTEC positions and 38 closed out — a net gain of 20 holders — while 153 added to existing stakes and 143 trimmed.

The largest buyer was Bank of America, adding an estimated $420M. The largest seller was Commonwealth Equity Services, cutting an estimated $10.6M.

  • 446 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q3 2024, up from 432 in Q2 2024.
  • Funds reported $3.35B of Fidelity MSCI Information Technology Index ETF stock for Q3 2024, up 41% quarter-over-quarter.
  • 58 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q3 2024 and 38 closed out, a net change of +20 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q3 2024 was Bank of America, an estimated $420M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2024.