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Fidelity MSCI Information Technology Index ETF

309 hedge funds and large institutions have $1.05B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 117 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

446% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $318K

2.35% less ownership

Funds ownership: 23.2%20.86% (-2.3%)

7% less funds holding

Funds holding: 332309 (-23)

24% less capital invested

Capital invested by funds: $1.39B → $1.05B (-$338M)

25% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 117

38% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 53

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
309
Holders Change
-23
Holders Change %
-6.93%
% of All Funds
5.21%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.13%
New
33
Increased
88
Reduced
117
Closed
53
Calls
$1.74M
Puts
$318K
Net Calls
+$1.42M
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
126
Bay Colony Advisors
Massachusetts
$852K -$169K -1,582 -17%
RA
127
Rise Advisors
New York
$850K +$12.5K +117 +1%
SWM
128
Spire Wealth Management
Virginia
$846K -$22.8K -214 -2%
JMPWA
129
JP Morgan Private Wealth Advisors
California
$822K -$63.6K -597 -7%
EWS
130
Evergreen Wealth Solutions
Pennsylvania
$819K +$513K +4,813 +131%
FFN
131
Focus Financial Network
Minnesota
$790K -$107K -1,007 -11%
SIA
132
Soltis Investment Advisors
Utah
$783K +$128K +1,199 +17%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$775K -$7.11M -66,740 -89%
ANBT
134
American National Bank & Trust
Texas
$764K -$250K -2,346 -23%
CH
135
Canton Hathaway
Rhode Island
$748K
SIC
136
Samalin Investment Counsel
New York
$716K -$852 -8 -0.1%
Renaissance Technologies
137
Renaissance Technologies
New York
$685K +$757K +7,100 New
SWA
138
Stratos Wealth Advisors
Ohio
$678K -$209K -1,962 -22%
FWM
139
Fingerlakes Wealth Management
New York
$646K +$479K +4,498 +204%
IAN
140
Integrated Advisors Network
Texas
$640K +$186K +1,744 +36%
TCM
141
Tandem Capital Management
New Jersey
$636K -$5.33K -50 -0.8%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$633K -$347K -3,252 -33%
DOA
143
D'Orazio & Associates
Virginia
$627K
BAM
144
Belpointe Asset Management
Nevada
$618K +$16.3K +153 +2%
FIM
145
Freedom Investment Management
Connecticut
$613K -$8.94M -83,916 -93%
PPW
146
Pinnacle Private Wealth
Massachusetts
$596K -$248K -2,323 -27%
MHB
147
Midwest Heritage Bank
Iowa
$596K -$16.4K -154 -2%
MA
148
Mutual Advisors
Nebraska
$591K -$138K -1,299 -18%
LWM
149
Loveless Wealth Management
Montana
$581K
WCFA
150
Walkner Condon Financial Advisors
Wisconsin
$558K +$616K +5,785 New

FTEC Hedge Fund Activity: Q2 2022 in Review

309 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2022, worth a combined $1.05B — down 24% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of FTEC and 33 opened new positions — a net loss of 20 holders — while 117 trimmed existing stakes and 88 added.

The largest buyer was Lido Advisors, adding an estimated $15.1M. The largest seller was Envestnet Asset Management, cutting an estimated $16.1M.

  • 309 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2022, down from 332 in Q1 2022.
  • Funds reported $1.05B of Fidelity MSCI Information Technology Index ETF stock for Q2 2022, down 24% quarter-over-quarter.
  • 33 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2022 and 53 closed out, a net change of -20 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2022 was Lido Advisors, an estimated $15.1M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2022.