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Fidelity MSCI Information Technology Index ETF

309 hedge funds and large institutions have $1.05B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 117 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

446% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $318K

2.35% less ownership

Funds ownership: 23.2%20.86% (-2.3%)

7% less funds holding

Funds holding: 332309 (-23)

24% less capital invested

Capital invested by funds: $1.39B → $1.05B (-$338M)

25% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 117

38% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 53

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
309
Holders Change
-23
Holders Change %
-6.93%
% of All Funds
5.21%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.13%
New
33
Increased
88
Reduced
117
Closed
53
Calls
$1.74M
Puts
$318K
Net Calls
+$1.42M
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
ST
101
Spinnaker Trust
Maine
$1.36M
AAS
102
Ameritas Advisory Services
Nebraska
$1.35M +$4.37K +41 +0.3%
APWM
103
Atlas Private Wealth Management
New York
$1.35M +$25.7K +241 +2%
SB
104
Strategic Blueprint
Georgia
$1.32M -$222K -2,080 -13%
PAS
105
Park Avenue Securities
New York
$1.3M +$527K +4,943 +58%
Creative Planning
106
Creative Planning
Kansas
$1.29M -$845K -7,931 -37%
SSW
107
Smith Shellnut Wilson
Mississippi
$1.27M -$375K -3,517 -21%
CC
108
Copperleaf Capital
North Carolina
$1.25M +$25.7K +241 +2%
PWA
109
Primoris Wealth Advisors
Florida
$1.25M -$36.8K -345 -3%
HSBC Holdings
110
HSBC Holdings
United Kingdom
$1.24M
SAM
111
Secure Asset Management
Michigan
$1.16M -$44.2K -415 -3%
NL
112
NWAM LLC
Washington
$1.15M -$277K -2,602 -18%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$1.14M +$1.13M +10,584 +873%
CAN
114
Cetera Advisor Networks
California
$1.11M -$354K -3,318 -22%
BMM
115
Buffington Mohr McNeal
Idaho
$1.08M -$22.5K -211 -2%
PA
116
Parallel Advisors
California
$1M -$25.6K -240 -2%
CA
117
Crumly & Associates
Illinois
$1M -$722K -6,774 -40%
TIA
118
Traphagen Investment Advisors
New Jersey
$985K +$636K +5,971 +141%
WA
119
Wealthstar Advisors
Texas
$980K +$24.5K +230 +2%
DSC
120
Duncker Streett & Co
Missouri
$953K
WWP
121
Waypoint Wealth Partners
California
$939K
SFPG
122
Stonebridge Financial Planning Group
Florida
$930K +$1.03M +9,640 New
VWA
123
Visionary Wealth Advisors
Illinois
$922K +$103K +964 +11%
LFAS
124
Level Four Advisory Services
Texas
$864K -$4.58K -43 -0.5%
SWP
125
Stratos Wealth Partners
Ohio
$857K -$26.9K -252 -3%

FTEC Hedge Fund Activity: Q2 2022 in Review

309 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2022, worth a combined $1.05B — down 24% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of FTEC and 33 opened new positions — a net loss of 20 holders — while 117 trimmed existing stakes and 88 added.

The largest buyer was Lido Advisors, adding an estimated $15.1M. The largest seller was Envestnet Asset Management, cutting an estimated $16.1M.

  • 309 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2022, down from 332 in Q1 2022.
  • Funds reported $1.05B of Fidelity MSCI Information Technology Index ETF stock for Q2 2022, down 24% quarter-over-quarter.
  • 33 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2022 and 53 closed out, a net change of -20 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2022 was Lido Advisors, an estimated $15.1M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2022.