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Fidelity MSCI Information Technology Index ETF

347 hedge funds and large institutions have $1.6B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 105 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

122% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $898K

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

16% more capital invested

Capital invested by funds: $1.37B → $1.6B (+$222M)

14% more funds holding

Funds holding: 304347 (+43)

0.1% more ownership

Funds ownership: 22.29%22.4% (+0.1%)

5% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 110

Holders
347
Holders Change
+43
Holders Change %
+14.14%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.23%
New
76
Increased
105
Reduced
110
Closed
26
Calls
$1.99M
Puts
$898K
Net Calls
+$1.09M
Net Calls Change
+$701K
Name Holding Trade Value Shares
Change
Change in
Stake
MHB
126
Midwest Heritage Bank
Iowa
$1.26M +$1.21M +9,332 New
JMPWA
127
JP Morgan Private Wealth Advisors
California
$1.26M +$80K +616 +7%
CH
128
Canton Hathaway
Rhode Island
$1.19M
TIA
129
Traphagen Investment Advisors
New Jersey
$1.16M +$562K +4,328 +102%
RPGK
130
Retirement Planning Group (Kansas)
Kansas
$1.14M +$17.7K +136 +2%
CIAS
131
CFS Investment Advisory Services
New Jersey
$1.09M -$1.54M -11,887 -58%
PAS
132
Park Avenue Securities
New York
$1.06M +$483K +3,722 +91%
PPW
133
Pinnacle Private Wealth
Massachusetts
$1.04M +$1,000K +7,703 New
SIC
134
Samalin Investment Counsel
New York
$1M +$88.3K +680 +10%
LFAS
135
Level Four Advisory Services
Texas
$975K +$935K +7,201 New
VWA
136
Visionary Wealth Advisors
Illinois
$974K -$36.7K -283 -4%
VFM
137
Vivid Financial Management
California
$972K -$103K -791 -10%
TCM
138
Tandem Capital Management
New Jersey
$943K -$83.3K -642 -8%
RA
139
Rise Advisors
New York
$884K +$847K +6,526 New
DOA
140
D'Orazio & Associates
Virginia
$880K
AWA
141
Arkadios Wealth Advisors
Georgia
$873K +$24.4K +188 +3%
OWA
142
One Wealth Advisors
California
$857K -$31.4K -242 -4%
IFG
143
Independent Financial Group
California
$842K +$28.3K +218 +4%
AF
144
Apexium Financial
Texas
$799K +$422K +3,253 +123%
WWM
145
Western Wealth Management
Colorado
$793K +$759K +5,847 New
LWM
146
Loveless Wealth Management
Montana
$785K +$258K +1,988 +52%
BRWA
147
B. Riley Wealth Advisors
Florida
$780K -$38K -293 -5%
CP
148
Capital Planning
Washington
$768K -$519 -4 -0.1%
CWM
149
Congress Wealth Management
Massachusetts
$748K +$717K +5,526 New
UCFA
150
United Capital Financial Advisors
Texas
$739K -$52.1K -401 -7%

FTEC Hedge Fund Activity: Q4 2021 in Review

347 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2021, worth a combined $1.6B — up 16% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FTEC positions and 26 closed out — a net gain of 50 holders — while 105 added to existing stakes and 110 trimmed.

The largest buyer was Lido Advisors, adding an estimated $21.9M. The largest seller was Brookstone Capital Management, cutting an estimated $12.1M.

  • 347 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2021, up from 304 in Q3 2021.
  • Funds reported $1.6B of Fidelity MSCI Information Technology Index ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 76 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2021 and 26 closed out, a net change of +50 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2021 was Lido Advisors, an estimated $21.9M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2021 was Brookstone Capital Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2021.