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Fidelity MSCI Information Technology Index ETF

298 hedge funds and large institutions have $1.38B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $883K

19% more capital invested

Capital invested by funds: $1.15B → $1.38B (+$223M)

1.1% more ownership

Funds ownership: 22.06%23.16% (+1.1%)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

1% less funds holding

Funds holding: 302298 (-4)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

17% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 121

Holders
298
Holders Change
-4
Holders Change %
-1.32%
% of All Funds
5.19%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
28
Increased
100
Reduced
121
Closed
30
Calls
$1.39M
Puts
$883K
Net Calls
+$507K
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
FA
101
FMA Advisory
Pennsylvania
$1.84M -$9.47K -85 -0.5%
SAM
102
Sequent Asset Management
Texas
$1.79M -$200K -1,797 -11%
BWA
103
Beam Wealth Advisors
Louisiana
$1.79M -$825K -7,406 -33%
EWM
104
EPG Wealth Management
Georgia
$1.78M +$38.9K +349 +2%
AIM
105
Anchor Investment Management
South Carolina
$1.77M +$712K +6,384 +74%
SS
106
Sunbelt Securities
Texas
$1.7M -$60.2K -540 -4%
AB
107
Atlas Brown
Kentucky
$1.68M -$38.6K -346 -2%
APWM
108
Atlas Private Wealth Management
New York
$1.67M -$67.7K -607 -4%
ST
109
Spinnaker Trust
Maine
$1.66M +$19.5K +175 +1%
BJL
110
Brighton Jones LLC
Washington
$1.65M +$6.24K +56 +0.4%
AIC
111
Ameritas Investment Company
Nebraska
$1.64M -$769K -6,898 -56%
AF
112
Advisornet Financial
Minnesota
$1.52M -$1.17M -10,526 -45%
HSBC Holdings
113
HSBC Holdings
United Kingdom
$1.51M
MIAN
114
Mariner Independent Advisor Network
Kansas
$1.5M -$297K -2,662 -17%
CAN
115
Cetera Advisor Networks
California
$1.5M +$528K +4,736 +60%
HI
116
Harbour Investments
Wisconsin
$1.36M -$997K -8,949 -44%
PIM
117
Parker Investment Management
California
$1.35M +$1.28M +11,457 New
VWA
118
Visionary Wealth Advisors
Illinois
$1.34M -$3.17M -28,486 -71%
BMM
119
Buffington Mohr McNeal
Idaho
$1.33M
PPA
120
Parametric Portfolio Associates
Washington
$1.31M +$51.3K +460 +4%
WA
121
Wealthstar Advisors
Texas
$1.3M +$1.22M +10,989 New
NL
122
NWAM LLC
Washington
$1.19M -$1.17M -10,514 -51%
BCA
123
Bay Colony Advisors
Massachusetts
$1.17M -$20.2K -181 -2%
WWP
124
Waypoint Wealth Partners
California
$1.15M
DSC
125
Duncker Streett & Co
Missouri
$1.14M -$33.4K -300 -3%

FTEC Hedge Fund Activity: Q2 2021 in Review

298 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2021, worth a combined $1.38B — up 19% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FTEC and 28 opened new positions — a net loss of 2 holders — while 121 trimmed existing stakes and 100 added.

The largest buyer was Charles Schwab, adding an estimated $66.4M. The largest seller was Financial Perspectives, cutting an estimated $22.4M.

  • 298 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2021, down from 302 in Q1 2021.
  • Funds reported $1.38B of Fidelity MSCI Information Technology Index ETF stock for Q2 2021, up 19% quarter-over-quarter.
  • 28 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2021 and 30 closed out, a net change of -2 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2021 was Charles Schwab, an estimated $66.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2021 was Financial Perspectives, an estimated $22.4M sold.

Based on aggregated 13F filings for Q2 2021.