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Fidelity MSCI Information Technology Index ETF

302 hedge funds and large institutions have $1.15B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 116 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $737K

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

23% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 94

4% more funds holding

Funds holding: 290302 (+12)

1.57% less ownership

Funds ownership: 23.63%22.06% (-1.6%)

7% less capital invested

Capital invested by funds: $1.25B → $1.15B (-$91.4M)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
302
Holders Change
+12
Holders Change %
+4.14%
% of All Funds
5.3%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
44
Increased
116
Reduced
94
Closed
29
Calls
$1.7M
Puts
$737K
Net Calls
+$967K
Net Calls Change
+$37K
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
126
Bay Colony Advisors
Massachusetts
$1.07M -$15.6K -147 -1%
DSC
127
Duncker Streett & Co
Missouri
$1.06M -$10.6K -100 -1%
CF
128
Centaurus Financial
California
$1.03M +$82.1K +772 +9%
WWP
129
Waypoint Wealth Partners
California
$1.03M +$1.03M +9,730 New
AIP
130
Ahrens Investment Partners
Louisiana
$1.02M +$37.6K +354 +4%
CAS
131
Cascadia Advisory Services
Oregon
$1.02M +$1.03M +9,660 New
AW
132
ACG Wealth
Georgia
$979K +$269K +2,529 +38%
FCA
133
FLC Capital Advisors
California
$977K +$232K +2,186 +31%
CH
134
Canton Hathaway
Rhode Island
$970K
FWP
135
Firethorn Wealth Partners
Georgia
$939K +$152K +1,432 +19%
FTUS
136
Flow Traders U.S.
New York
$924K +$928K +8,730 New
SWM
137
Spire Wealth Management
Virginia
$919K +$923K +8,683 New
AIM
138
Anchor Investment Management
South Carolina
$914K +$60K +565 +7%
CC
139
Copperleaf Capital
North Carolina
$914K -$503K -4,733 -35%
BAM
140
Belpointe Asset Management
Nevada
$907K +$53.5K +503 +6%
PFGIA
141
Patriot Financial Group Insurance Agency
Massachusetts
$899K +$4.57K +43 +0.5%
T
142
TRUADVICE
Florida
$869K -$996K -9,375 -55%
CCM
143
Ciovacco Capital Management
Georgia
$868K -$2.22M -20,843 -72%
CAN
144
Cetera Advisor Networks
California
$842K +$56.6K +533 +7%
PAS
145
Park Avenue Securities
New York
$833K +$23.8K +224 +3%
TCM
146
Tandem Capital Management
New Jersey
$805K -$4.57K -43 -0.6%
SIA
147
Soltis Investment Advisors
Utah
$792K -$27.8K -262 -3%
HWMA
148
Heritage Wealth Management (Arizona)
Arizona
$787K +$790K +7,431 New
BRWA
149
B. Riley Wealth Advisors
Florida
$756K +$95.9K +902 +14%
PG
150
Prostatis Group
Maryland
$695K +$698K +6,568 New

FTEC Hedge Fund Activity: Q1 2021 in Review

302 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2021, worth a combined $1.15B — down 7.3% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FTEC positions and 29 closed out — a net gain of 15 holders — while 116 added to existing stakes and 94 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $21.4M. The largest seller was Charles Schwab, cutting an estimated $42.2M.

  • 302 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2021, up from 290 in Q4 2020.
  • Funds reported $1.15B of Fidelity MSCI Information Technology Index ETF stock for Q1 2021, down 7.3% quarter-over-quarter.
  • 44 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2021 and 29 closed out, a net change of +15 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2021 was Financial Perspectives, an estimated $21.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2021 was Charles Schwab, an estimated $42.2M sold.

Based on aggregated 13F filings for Q1 2021.