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Fidelity MSCI Information Technology Index ETF

323 hedge funds and large institutions have $1.02B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

590% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $293K

136% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 25

8% more funds holding

Funds holding: 298323 (+25)

8% more capital invested

Capital invested by funds: $948M → $1.02B (+$76.3M)

0.69% more ownership

Funds ownership: 20.12%20.81% (+0.69%)

10% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 111

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
323
Holders Change
+25
Holders Change %
+8.39%
% of All Funds
5.19%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
59
Increased
100
Reduced
111
Closed
25
Calls
$2.02M
Puts
$293K
Net Calls
+$1.73M
Net Calls Change
-$106K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Parallel Advisors
California
$779K -$107K -1,103 -12%
FWM
127
Fingerlakes Wealth Management
New York
$764K -$1.54K -16 -0.2%
FFN
128
Focus Financial Network
Minnesota
$742K -$28.9K -299 -4%
IAN
129
Integrated Advisors Network
Texas
$735K +$120K +1,238 +19%
SWM
130
Spire Wealth Management
Virginia
$718K -$59.9K -620 -8%
BCA
131
Bay Colony Advisors
Massachusetts
$713K -$5.31K -55 -0.7%
SWP
132
Stratos Wealth Partners
Ohio
$684K -$15.8K -164 -2%
CH
133
Canton Hathaway
Rhode Island
$684K -$5.12K -53 -0.7%
SIA
134
Soltis Investment Advisors
Utah
$680K -$70.4K -729 -9%
FAM
135
Forte Asset Management
New York
$673K -$3.01M -31,150 -81%
DWM
136
Dakota Wealth Management
Florida
$624K +$24K +249 +4%
BAM
137
Belpointe Asset Management
Nevada
$615K -$6.18K -64 -1%
DOA
138
D'Orazio & Associates
Virginia
$614K
NL
139
NWAM LLC
Washington
$613K -$448K -4,639 -42%
TCM
140
Tandem Capital Management
New Jersey
$598K
SIC
141
Samalin Investment Counsel
New York
$597K -$68.6K -710 -10%
CP
142
Capital Planning
Washington
$581K +$147K +1,522 +33%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$564K -$180K -1,863 -24%
ANBT
144
American National Bank & Trust
Texas
$558K -$195K -2,019 -25%
WCFA
145
Walkner Condon Financial Advisors
Wisconsin
$553K +$6.37K +66 +1%
SVWAG
146
Sound View Wealth Advisors Group
Georgia
$552K +$371K +3,845 New
IFG
147
Independent Financial Group
California
$538K -$3.28K -34 -0.6%
FFL
148
Financial Freedom LLC
Ohio
$536K +$547K +5,670 New
VNA
149
Valley National Advisers
Pennsylvania
$495K -$25.2K -261 -5%
WP
150
WealthSource Partners
California
$493K -$10.6K -110 -2%

FTEC Hedge Fund Activity: Q4 2022 in Review

323 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2022, worth a combined $1.02B — up 8.1% from $948M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FTEC positions and 25 closed out — a net gain of 34 holders — while 100 added to existing stakes and 111 trimmed.

The largest buyer was Charles Schwab, adding an estimated $13M. The largest seller was Madrona Financial Services, exiting entirely with an estimated $5.02M sold.

  • 323 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2022, up from 298 in Q3 2022.
  • Funds reported $1.02B of Fidelity MSCI Information Technology Index ETF stock for Q4 2022, up 8.1% quarter-over-quarter.
  • 59 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2022 and 25 closed out, a net change of +34 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2022 was Charles Schwab, an estimated $13M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2022 was Madrona Financial Services, an estimated $5.02M sold.

Based on aggregated 13F filings for Q4 2022.