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Fidelity MSCI Information Technology Index ETF

335 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 118 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,077% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $57K

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

15% more capital invested

Capital invested by funds: $1.02B → $1.18B (+$154M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4% more funds holding

Funds holding: 323335 (+12)

0.23% more ownership

Funds ownership: 20.81%21.04% (+0.23%)

6% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 118

Holders
335
Holders Change
+12
Holders Change %
+3.72%
% of All Funds
5.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
47
Increased
111
Reduced
118
Closed
25
Calls
$2.95M
Puts
$57K
Net Calls
+$2.89M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
101
Spinnaker Trust
Maine
$1.53M -$10.6K -101 -0.7%
AB
102
Atlas Brown
Kentucky
$1.45M -$19.8K -189 -1%
SAM
103
Secure Asset Management
Michigan
$1.39M -$58.9K -563 -4%
PAG
104
Private Advisor Group
New Jersey
$1.38M -$132K -1,265 -9%
SB
105
Strategic Blueprint
Georgia
$1.35M +$175K +1,671 +16%
SS
106
Sunbelt Securities
Texas
$1.35M -$22.4K -214 -2%
RA
107
RFG Advisory
Alabama
$1.34M -$175K -1,673 -12%
SFPG
108
Stonebridge Financial Planning Group
Florida
$1.31M -$231K -2,208 -16%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$1.26M +$2.51K +24 +0.2%
Goldman Sachs
110
Goldman Sachs
New York
$1.25M +$685K +6,555 +148%
WEG
111
World Equity Group
Illinois
$1.25M +$617K +5,898 New
BMM
112
Buffington Mohr McNeal
Idaho
$1.25M -$14.5K -139 -1%
PWA
113
Primoris Wealth Advisors
Florida
$1.25M -$3.56K -34 -0.3%
WA
114
Wealthstar Advisors
Texas
$1.21M -$35.2K -337 -3%
APWM
115
Atlas Private Wealth Management
New York
$1.14M +$26K +249 +3%
BFEC
116
Benjamin F. Edwards & Company
Missouri
$1.13M +$11.3K +108 +1%
SXL
117
Summit X LLC
Missouri
$1.12M -$1.03M -9,858 -50%
SSW
118
Smith Shellnut Wilson
Mississippi
$1.11M -$7.32K -70 -0.7%
WWP
119
Waypoint Wealth Partners
California
$1.11M
AF
120
Apexium Financial
Texas
$1.11M -$321K -3,065 -24%
FWM
121
Fingerlakes Wealth Management
New York
$1.09M +$153K +1,459 +18%
AWM
122
Avior Wealth Management
Nebraska
$1.05M +$209 +2 +0%
LFAS
123
Level Four Advisory Services
Texas
$1.05M
DSC
124
Duncker Streett & Co
Missouri
$1.02M
SWM
125
Spire Wealth Management
Virginia
$980K +$104K +998 +13%

FTEC Hedge Fund Activity: Q1 2023 in Review

335 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2023, worth a combined $1.18B — up 15% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FTEC positions and 25 closed out — a net gain of 22 holders — while 111 added to existing stakes and 118 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $13.6M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $7.38M.

  • 335 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2023, up from 323 in Q4 2022.
  • Funds reported $1.18B of Fidelity MSCI Information Technology Index ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 47 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2023 and 25 closed out, a net change of +22 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2023 was Portfolio Strategies, an estimated $13.6M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $7.38M sold.

Based on aggregated 13F filings for Q1 2023.