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Fidelity MSCI Information Technology Index ETF

332 hedge funds and large institutions have $1.39B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 108 increasing their positions, 133 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $492K

0.81% more ownership

Funds ownership: 22.4%23.2% (+0.81%)

4% less funds holding

Funds holding: 347332 (-15)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

13% less capital invested

Capital invested by funds: $1.6B → $1.39B (-$207M)

19% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 133

25% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 48

Holders
332
Holders Change
-15
Holders Change %
-4.32%
% of All Funds
5.24%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
36
Increased
108
Reduced
133
Closed
48
Calls
$1.71M
Puts
$492K
Net Calls
+$1.22M
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
126
JP Morgan Chase
New York
$1.11M +$943K +7,771 +605%
TWM
127
Tradition Wealth Management
Minnesota
$1.11M -$407K -3,352 -27%
LFAS
128
Level Four Advisory Services
Texas
$1.11M +$218K +1,798 +25%
SWM
129
Spire Wealth Management
Virginia
$1.11M -$114K -942 -9%
SWA
130
Stratos Wealth Advisors
Ohio
$1.11M +$719K +5,928 +194%
RA
131
Rise Advisors
New York
$1.07M +$263K +2,170 +33%
VWA
132
Visionary Wealth Advisors
Illinois
$1.06M +$169K +1,389 +19%
PAS
133
Park Avenue Securities
New York
$1.05M +$83.8K +691 +9%
PPW
134
Pinnacle Private Wealth
Massachusetts
$1.05M +$97.2K +801 +10%
CW
135
CreativeOne Wealth
Kansas
$1.04M +$461K +3,802 +82%
CH
136
Canton Hathaway
Rhode Island
$955K -$122K -1,009 -12%
SIC
137
Samalin Investment Counsel
New York
$914K +$1.21K +10 +0.1%
MA
138
Mutual Advisors
Nebraska
$913K -$848K -6,985 -48%
JF
139
JSF Financial
California
$912K +$404K +3,333 +82%
SIA
140
Soltis Investment Advisors
Utah
$852K -$1.08M -8,942 -56%
DOA
141
D'Orazio & Associates
Virginia
$800K
RPGK
142
Retirement Planning Group (Kansas)
Kansas
$791K -$238K -1,964 -23%
MHB
143
Midwest Heritage Bank
Iowa
$780K -$364K -2,998 -32%
BAM
144
Belpointe Asset Management
Nevada
$770K +$305K +2,512 +67%
UCFA
145
United Capital Financial Advisors
Texas
$768K +$95.2K +785 +14%
AF
146
Apexium Financial
Texas
$764K -$31.1K -256 -4%
TCM
147
Tandem Capital Management
New Jersey
$744K -$38.7K -319 -5%
LWM
148
Loveless Wealth Management
Montana
$741K +$27.3K +225 +4%
IFG
149
Independent Financial Group
California
$705K -$60.3K -497 -8%
AWA
150
Arkadios Wealth Advisors
Georgia
$693K -$99.4K -819 -13%

FTEC Hedge Fund Activity: Q1 2022 in Review

332 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2022, worth a combined $1.39B — down 13% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of FTEC and 36 opened new positions — a net loss of 12 holders — while 133 trimmed existing stakes and 108 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $136M. The largest seller was Charles Schwab, cutting an estimated $28.3M.

  • 332 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2022, down from 347 in Q4 2021.
  • Funds reported $1.39B of Fidelity MSCI Information Technology Index ETF stock for Q1 2022, down 13% quarter-over-quarter.
  • 36 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2022 and 48 closed out, a net change of -12 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $136M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2022 was Charles Schwab, an estimated $28.3M sold.

Based on aggregated 13F filings for Q1 2022.