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Fidelity MSCI Information Technology Index ETF

298 hedge funds and large institutions have $948M invested in Fidelity MSCI Information Technology Index ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $374K

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.74% less ownership

Funds ownership: 20.86%20.12% (-0.74%)

4% less funds holding

Funds holding: 309298 (-11)

10% less capital invested

Capital invested by funds: $1.05B → $948M (-$103M)

16% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 110

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

Holders
298
Holders Change
-11
Holders Change %
-3.56%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
24
Increased
92
Reduced
110
Closed
33
Calls
$2.21M
Puts
$374K
Net Calls
+$1.84M
Net Calls Change
+$417K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Crumly & Associates
Illinois
$1.15M +$238K +2,292 +22%
SFPG
102
Stonebridge Financial Planning Group
Florida
$1.15M +$308K +2,958 +31%
SB
103
Strategic Blueprint
Georgia
$1.11M -$157K -1,513 -11%
PWA
104
Primoris Wealth Advisors
Florida
$1.08M -$128K -1,229 -9%
SAM
105
Secure Asset Management
Michigan
$1.07M -$24.5K -236 -2%
EH
106
Equitable Holdings
New York
$1.07M +$1.22M +11,766 New
SSW
107
Smith Shellnut Wilson
Mississippi
$1.06M -$150K -1,446 -11%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$1.05M -$294K -2,824 -20%
BMM
109
Buffington Mohr McNeal
Idaho
$1.01M
NL
110
NWAM LLC
Washington
$1.01M -$70.6K -679 -6%
WA
111
Wealthstar Advisors
Texas
$1M +$92.7K +891 +9%
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$1M -$80.2K -771 -7%
Renaissance Technologies
113
Renaissance Technologies
New York
$973K +$374K +3,600 +51%
Marshall Wace
114
Marshall Wace
United Kingdom
$954K +$1.09M +10,500 New
TIA
115
Traphagen Investment Advisors
New Jersey
$894K -$39.1K -376 -4%
DSC
116
Duncker Streett & Co
Missouri
$889K -$10.4K -100 -1%
WWP
117
Waypoint Wealth Partners
California
$885K
VWA
118
Visionary Wealth Advisors
Illinois
$869K +$520 +5 +0.1%
PA
119
Parallel Advisors
California
$850K -$111K -1,067 -10%
CAN
120
Cetera Advisor Networks
California
$844K -$235K -2,256 -20%
AWM
121
Avior Wealth Management
Nebraska
$844K +$799K +7,686 +479%
LFAS
122
Level Four Advisory Services
Texas
$814K
EWS
123
Evergreen Wealth Solutions
Pennsylvania
$808K +$41K +394 +5%
Jane Street
124
Jane Street
New York
$806K -$2.18M -21,000 -70%
RA
125
Rise Advisors
New York
$806K +$5.82K +56 +0.6%

FTEC Hedge Fund Activity: Q3 2022 in Review

298 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q3 2022, worth a combined $948M — down 9.8% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of FTEC and 24 opened new positions — a net loss of 9 holders — while 110 trimmed existing stakes and 92 added.

The largest buyer was Frank Rimerman Advisors, opening a new position worth an estimated $12.1M. The largest seller was Charles Schwab, cutting an estimated $30.8M.

  • 298 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q3 2022, down from 309 in Q2 2022.
  • Funds reported $948M of Fidelity MSCI Information Technology Index ETF stock for Q3 2022, down 9.8% quarter-over-quarter.
  • 24 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q3 2022 and 33 closed out, a net change of -9 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q3 2022 was Frank Rimerman Advisors, an estimated $12.1M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q3 2022 was Charles Schwab, an estimated $30.8M sold.

Based on aggregated 13F filings for Q3 2022.