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Fidelity MSCI Information Technology Index ETF

298 hedge funds and large institutions have $1.38B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $883K

19% more capital invested

Capital invested by funds: $1.15B → $1.38B (+$223M)

1.1% more ownership

Funds ownership: 22.06%23.16% (+1.1%)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

1% less funds holding

Funds holding: 302298 (-4)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

17% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 121

Holders
298
Holders Change
-4
Holders Change %
-1.32%
% of All Funds
5.19%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
28
Increased
100
Reduced
121
Closed
30
Calls
$1.39M
Puts
$883K
Net Calls
+$507K
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
126
Soltis Investment Advisors
Utah
$1.12M +$224K +2,006 +27%
SPAS
127
Spectrum Planning & Advisory Services
California
$1.07M -$870K -7,803 -46%
AIP
128
Ahrens Investment Partners
Louisiana
$1.07M -$66.7K -598 -6%
JMPWA
129
JP Morgan Private Wealth Advisors
California
$1.06M +$1M +9,010 New
SWA
130
Stratos Wealth Advisors
Ohio
$1.04M -$331K -2,974 -25%
CH
131
Canton Hathaway
Rhode Island
$1.03M -$44.6K -400 -4%
SWM
132
Spire Wealth Management
Virginia
$1.03M +$7.25K +65 +0.7%
FCA
133
FLC Capital Advisors
California
$1.03M -$56K -502 -5%
CC
134
Copperleaf Capital
North Carolina
$1.01M -$7.58K -68 -0.8%
SAM
135
Secure Asset Management
Michigan
$1.01M +$272K +2,440 +40%
CWA
136
Clearview Wealth Advisors
Oregon
$994K -$923K -8,278 -50%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$928K -$692K -6,207 -44%
TCM
138
Tandem Capital Management
New Jersey
$896K
UCFA
139
United Capital Financial Advisors
Texas
$799K +$326K +2,927 +76%
SIC
140
Samalin Investment Counsel
New York
$792K +$24.6K +221 +3%
DOA
141
D'Orazio & Associates
Virginia
$766K
BRWA
142
B. Riley Wealth Advisors
Florida
$752K -$84.4K -757 -11%
IWS
143
Insight Wealth Strategies
California
$743K +$48K +431 +7%
PG
144
Prostatis Group
Maryland
$739K -$33.2K -298 -5%
Renaissance Technologies
145
Renaissance Technologies
New York
$730K +$691K +6,200 New
IFG
146
Independent Financial Group
California
$728K +$50.9K +457 +8%
EH
147
Equitable Holdings
New York
$710K +$159K +1,430 +31%
LFF
148
Level Four Financial
Texas
$702K +$75.2K +675 +13%
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$698K
CAS
150
Cascadia Advisory Services
Oregon
$672K -$440K -3,951 -41%

FTEC Hedge Fund Activity: Q2 2021 in Review

298 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2021, worth a combined $1.38B — up 19% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FTEC and 28 opened new positions — a net loss of 2 holders — while 121 trimmed existing stakes and 100 added.

The largest buyer was Charles Schwab, adding an estimated $66.4M. The largest seller was Financial Perspectives, cutting an estimated $22.4M.

  • 298 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2021, down from 302 in Q1 2021.
  • Funds reported $1.38B of Fidelity MSCI Information Technology Index ETF stock for Q2 2021, up 19% quarter-over-quarter.
  • 28 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2021 and 30 closed out, a net change of -2 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2021 was Charles Schwab, an estimated $66.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2021 was Financial Perspectives, an estimated $22.4M sold.

Based on aggregated 13F filings for Q2 2021.