We are live on ! Find out more
FTEC icon

Fidelity MSCI Information Technology Index ETF

298 hedge funds and large institutions have $948M invested in Fidelity MSCI Information Technology Index ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $374K

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.74% less ownership

Funds ownership: 20.86%20.12% (-0.74%)

4% less funds holding

Funds holding: 309298 (-11)

10% less capital invested

Capital invested by funds: $1.05B → $948M (-$103M)

16% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 110

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

Holders
298
Holders Change
-11
Holders Change %
-3.56%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
24
Increased
92
Reduced
110
Closed
33
Calls
$2.21M
Puts
$374K
Net Calls
+$1.84M
Net Calls Change
+$417K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
126
Almanack Investment Partners
Pennsylvania
$777K +$414K +3,983 +87%
AF
127
Apexium Financial
Texas
$766K +$876K +8,421 New
SWM
128
Spire Wealth Management
Virginia
$747K -$57.4K -552 -6%
FFN
129
Focus Financial Network
Minnesota
$741K -$4.16K -40 -0.5%
FWM
130
Fingerlakes Wealth Management
New York
$736K +$145K +1,399 +21%
SIA
131
Soltis Investment Advisors
Utah
$721K -$19.7K -189 -2%
ANBT
132
American National Bank & Trust
Texas
$720K
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$712K +$132K +1,272 +19%
BCA
134
Bay Colony Advisors
Massachusetts
$691K -$19.8K -190 -2%
SWP
135
Stratos Wealth Partners
Ohio
$673K -$153K -1,474 -17%
CH
136
Canton Hathaway
Rhode Island
$663K -$48K -462 -6%
AWM
137
Axxcess Wealth Management
California
$650K +$744K +7,150 New
SIC
138
Samalin Investment Counsel
New York
$639K -$40.2K -387 -5%
JF
139
JSF Financial
California
$623K -$1.05M -10,131 -60%
FIM
140
Freedom Investment Management
Connecticut
$615K +$42.7K +411 +6%
TCM
141
Tandem Capital Management
New Jersey
$599K -$28.1K -270 -4%
BAM
142
Belpointe Asset Management
Nevada
$597K +$16.3K +157 +2%
IAN
143
Integrated Advisors Network
Texas
$595K -$9.05K -87 -1%
DOA
144
D'Orazio & Associates
Virginia
$591K
DWM
145
Dakota Wealth Management
Florida
$578K +$661K +6,355 New
BWA
146
Beam Wealth Advisors
Louisiana
$539K -$2.33M -22,417 -79%
MHB
147
Midwest Heritage Bank
Iowa
$526K -$41.5K -399 -6%
WCFA
148
Walkner Condon Financial Advisors
Wisconsin
$526K
IFG
149
Independent Financial Group
California
$520K
VNA
150
Valley National Advisers
Pennsylvania
$492K +$516K +4,965 +1,452%

FTEC Hedge Fund Activity: Q3 2022 in Review

298 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q3 2022, worth a combined $948M — down 9.8% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of FTEC and 24 opened new positions — a net loss of 9 holders — while 110 trimmed existing stakes and 92 added.

The largest buyer was Frank Rimerman Advisors, opening a new position worth an estimated $12.1M. The largest seller was Charles Schwab, cutting an estimated $30.8M.

  • 298 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q3 2022, down from 309 in Q2 2022.
  • Funds reported $948M of Fidelity MSCI Information Technology Index ETF stock for Q3 2022, down 9.8% quarter-over-quarter.
  • 24 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q3 2022 and 33 closed out, a net change of -9 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q3 2022 was Frank Rimerman Advisors, an estimated $12.1M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q3 2022 was Charles Schwab, an estimated $30.8M sold.

Based on aggregated 13F filings for Q3 2022.