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Fidelity MSCI Information Technology Index ETF

323 hedge funds and large institutions have $1.02B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

590% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $293K

136% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 25

8% more funds holding

Funds holding: 298323 (+25)

8% more capital invested

Capital invested by funds: $948M → $1.02B (+$76.3M)

0.69% more ownership

Funds ownership: 20.12%20.81% (+0.69%)

10% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 111

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
323
Holders Change
+25
Holders Change %
+8.39%
% of All Funds
5.19%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
59
Increased
100
Reduced
111
Closed
25
Calls
$2.02M
Puts
$293K
Net Calls
+$1.73M
Net Calls Change
-$106K
Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
101
Stonebridge Financial Planning Group
Florida
$1.29M +$106K +1,094 +9%
ST
102
Spinnaker Trust
Maine
$1.28M -$43.5K -450 -3%
AB
103
Atlas Brown
Kentucky
$1.22M +$11.4K +118 +0.9%
SAM
104
Secure Asset Management
Michigan
$1.21M +$93.6K +969 +8%
AF
105
Apexium Financial
Texas
$1.21M +$421K +4,360 +52%
EH
106
Equitable Holdings
New York
$1.21M +$96K +994 +8%
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
$1.2M -$4.17M -43,217 -77%
SS
108
Sunbelt Securities
Texas
$1.16M -$201K -2,077 -14%
BMM
109
Buffington Mohr McNeal
Idaho
$1.05M -$5.79K -60 -0.5%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$1.04M
PWA
111
Primoris Wealth Advisors
Florida
$1.04M -$73.2K -758 -6%
WA
112
Wealthstar Advisors
Texas
$1.04M +$193 +2 +0%
VWA
113
Visionary Wealth Advisors
Illinois
$969K +$67.7K +701 +7%
SB
114
Strategic Blueprint
Georgia
$964K -$193K -1,999 -16%
BFEC
115
Benjamin F. Edwards & Company
Missouri
$931K +$951K +9,848 New
SSW
116
Smith Shellnut Wilson
Mississippi
$927K -$181K -1,870 -16%
APWM
117
Atlas Private Wealth Management
New York
$920K -$464K -4,809 -33%
WWP
118
Waypoint Wealth Partners
California
$920K
JF
119
JSF Financial
California
$902K +$261K +2,700 +39%
AWM
120
Avior Wealth Management
Nebraska
$874K -$4.05K -42 -0.5%
LFAS
121
Level Four Advisory Services
Texas
$867K +$21.2K +220 +2%
DSC
122
Duncker Streett & Co
Missouri
$848K -$77.2K -800 -8%
PAG
123
Private Advisor Group
New Jersey
$829K -$316K -3,276 -20%
GCM
124
Gallacher Capital Management
Colorado
$808K +$826K +8,554 New
EWS
125
Evergreen Wealth Solutions
Pennsylvania
$800K -$40.2K -416 -5%

FTEC Hedge Fund Activity: Q4 2022 in Review

323 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2022, worth a combined $1.02B — up 8.1% from $948M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FTEC positions and 25 closed out — a net gain of 34 holders — while 100 added to existing stakes and 111 trimmed.

The largest buyer was Charles Schwab, adding an estimated $13M. The largest seller was Madrona Financial Services, exiting entirely with an estimated $5.02M sold.

  • 323 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2022, up from 298 in Q3 2022.
  • Funds reported $1.02B of Fidelity MSCI Information Technology Index ETF stock for Q4 2022, up 8.1% quarter-over-quarter.
  • 59 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2022 and 25 closed out, a net change of +34 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2022 was Charles Schwab, an estimated $13M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2022 was Madrona Financial Services, an estimated $5.02M sold.

Based on aggregated 13F filings for Q4 2022.