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Fidelity MSCI Information Technology Index ETF

430 hedge funds and large institutions have $2.27B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 161 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $3.58M | Put options by funds: $1.03M

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

25% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 129

19% more capital invested

Capital invested by funds: $1.91B → $2.27B (+$363M)

3% more funds holding

Funds holding: 419430 (+11)

0.58% more ownership

Funds ownership: 23.03%23.61% (+0.58%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
430
Holders Change
+11
Holders Change %
+2.63%
% of All Funds
6.19%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
52
Increased
161
Reduced
129
Closed
36
Calls
$3.58M
Puts
$1.03M
Net Calls
+$2.56M
Net Calls Change
-$6.04M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Maltin Wealth Management
New Jersey
$2.39M +$16.9K +112 +0.7%
SAM
102
Secure Asset Management
Michigan
$2.39M +$683K +4,535 +42%
MA
103
Mutual Advisors
Nebraska
$2.35M +$650K +4,318 +40%
AAS
104
Ameritas Advisory Services
Nebraska
$2.33M +$93.5K +621 +4%
CI
105
CX Institutional
Indiana
$2.29M +$3.16K +21 +0.1%
VWM
106
VCI Wealth Management
Missouri
$2.23M -$445K -2,953 -17%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$2.19M +$287K +1,903 +16%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$2.15M -$627K -4,160 -23%
PAG
109
Private Advisor Group
New Jersey
$2.15M +$240K +1,594 +13%
CP
110
Capital Planning
Washington
$2.13M +$199K +1,319 +11%
SS
111
Sunbelt Securities
Texas
$2.11M +$75.5K +501 +4%
IAN
112
Integrated Advisors Network
Texas
$2.1M -$60.5K -402 -3%
Pathstone Holdings
113
Pathstone Holdings
New Jersey
$2.02M +$1.06M +7,063 +120%
BFEC
114
Benjamin F. Edwards & Company
Missouri
$1.95M +$272K +1,804 +17%
WA
115
Wealthstar Advisors
Texas
$1.93M +$207K +1,374 +13%
ST
116
Spinnaker Trust
Maine
$1.92M -$13.6K -90 -0.7%
RCAG
117
Rehmann Capital Advisory Group
Michigan
$1.92M +$146K +970 +9%
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$1.86M +$829K +5,507 +85%
KeyBank National Association
119
KeyBank National Association
Ohio
$1.85M -$518K -3,438 -22%
CFG
120
Cooper Financial Group
California
$1.78M -$214K -1,420 -11%
WPP
121
Whalerock Point Partners
Rhode Island
$1.74M -$254K -1,684 -13%
CFIA
122
Cantor Fitzgerald Investment Advisors
New York
$1.68M -$108K -716 -6%
SXL
123
Summit X LLC
Missouri
$1.65M +$38.4K +255 +2%
MAM
124
Marotta Asset Management
Virginia
$1.63M +$233K +1,549 +17%
GM
125
GeoWealth Management
Illinois
$1.62M +$1.14M +7,565 +269%

FTEC Hedge Fund Activity: Q1 2024 in Review

430 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2024, worth a combined $2.27B — up 19% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FTEC positions and 36 closed out — a net gain of 16 holders — while 161 added to existing stakes and 129 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $190M. The largest seller was Morgan Stanley, cutting an estimated $36.2M.

  • 430 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2024, up from 419 in Q4 2023.
  • Funds reported $2.27B of Fidelity MSCI Information Technology Index ETF stock for Q1 2024, up 19% quarter-over-quarter.
  • 52 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2024 and 36 closed out, a net change of +16 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2024 was Churchill Management, an estimated $190M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2024.