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Fidelity MSCI Information Technology Index ETF

419 hedge funds and large institutions have $1.91B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 133 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,995% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $215K

161% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 33

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

21% more capital invested

Capital invested by funds: $1.58B → $1.91B (+$333M)

13% more funds holding

Funds holding: 371419 (+48)

12% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 119

0.18% more ownership

Funds ownership: 22.86%23.03% (+0.18%)

Holders
419
Holders Change
+48
Holders Change %
+12.94%
% of All Funds
6.11%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
86
Increased
133
Reduced
119
Closed
33
Calls
$8.8M
Puts
$215K
Net Calls
+$8.59M
Net Calls Change
+$6.97M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
101
CX Institutional
Indiana
$2.11M +$1.94M +14,658 New
FWM
102
Fingerlakes Wealth Management
New York
$2.08M +$431K +3,257 +29%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$2.02M +$341K +2,576 +22%
IAN
104
Integrated Advisors Network
Texas
$1.99M +$506K +3,819 +38%
SS
105
Sunbelt Securities
Texas
$1.87M +$92.2K +696 +6%
SPC
106
Sigma Planning Corp
Michigan
$1.86M -$2.01M -15,143 -54%
WPP
107
Whalerock Point Partners
Rhode Island
$1.85M -$158K -1,195 -8%
CFG
108
Cooper Financial Group
California
$1.85M -$225K -1,701 -12%
William Blair & Company
109
William Blair & Company
Illinois
$1.8M
ST
110
Spinnaker Trust
Maine
$1.79M -$1.72K -13 -0.1%
CP
111
Capital Planning
Washington
$1.78M +$505K +3,813 +45%
PAG
112
Private Advisor Group
New Jersey
$1.75M -$17.5K -132 -1%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$1.74M -$1.7M -12,821 -51%
SW
114
SVB Wealth
Massachusetts
$1.72M -$429K -3,243 -21%
WWA
115
WCG Wealth Advisors
Nevada
$1.7M +$1.57M +11,839 New
PAS
116
Park Avenue Securities
New York
$1.65M -$49.9K -377 -3%
CFIA
117
Cantor Fitzgerald Investment Advisors
New York
$1.65M +$1.52M +11,469 New
RCAG
118
Rehmann Capital Advisory Group
Michigan
$1.63M +$154K +1,163 +11%
CAM
119
Creekmur Asset Management
Illinois
$1.59M +$1.47M +11,103 New
SFS
120
Sowell Financial Services
Arkansas
$1.59M +$1.47M +11,090 New
WA
121
Wealthstar Advisors
Texas
$1.56M -$3.44K -26 -0.2%
SAM
122
Secure Asset Management
Michigan
$1.55M +$2.65K +20 +0.2%
MA
123
Mutual Advisors
Nebraska
$1.55M +$653K +4,934 +85%
BFEC
124
Benjamin F. Edwards & Company
Missouri
$1.54M +$40.3K +304 +3%
BMM
125
Buffington Mohr McNeal
Idaho
$1.53M -$2.12K -16 -0.2%

FTEC Hedge Fund Activity: Q4 2023 in Review

419 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2023, worth a combined $1.91B — up 21% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new FTEC positions and 33 closed out — a net gain of 53 holders — while 133 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.4M. The largest seller was Full Sail Capital, cutting an estimated $26.5M.

  • 419 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2023, up from 371 in Q3 2023.
  • Funds reported $1.91B of Fidelity MSCI Information Technology Index ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 86 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2023 and 33 closed out, a net change of +53 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $35.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2023 was Full Sail Capital, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2023.