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Fidelity MSCI Information Technology Index ETF

335 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 118 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,077% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $57K

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

15% more capital invested

Capital invested by funds: $1.02B → $1.18B (+$154M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4% more funds holding

Funds holding: 323335 (+12)

0.23% more ownership

Funds ownership: 20.81%21.04% (+0.23%)

6% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 118

Holders
335
Holders Change
+12
Holders Change %
+3.72%
% of All Funds
5.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
47
Increased
111
Reduced
118
Closed
25
Calls
$2.95M
Puts
$57K
Net Calls
+$2.89M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$964K -$779K -7,445 -46%
JF
127
JSF Financial
California
$927K -$148K -1,415 -15%
Citadel Advisors
128
Citadel Advisors
Florida
$885K -$2.57M -24,590 -76%
PA
129
Parallel Advisors
California
$885K -$50.1K -479 -6%
IAN
130
Integrated Advisors Network
Texas
$877K -$8.78K -84 -1%
EWS
131
Evergreen Wealth Solutions
Pennsylvania
$867K -$89.8K -859 -10%
HAS
132
HBW Advisory Services
California
$867K +$795K +7,606 New
VWA
133
Visionary Wealth Advisors
Illinois
$865K -$278K -2,661 -26%
BCA
134
Bay Colony Advisors
Massachusetts
$864K +$17.7K +169 +2%
FFN
135
Focus Financial Network
Minnesota
$852K -$38.9K -372 -5%
FAM
136
Forte Asset Management
New York
$845K +$31K +296 +4%
CH
137
Canton Hathaway
Rhode Island
$825K
SWP
138
Stratos Wealth Partners
Ohio
$821K -$3.76K -36 -0.5%
NL
139
NWAM LLC
Washington
$809K +$64.3K +615 +9%
RSWM
140
Robertson Stephens Wealth Management
California
$808K +$372K +3,562 +101%
TRCT
141
Tower Research Capital (TRC)
New York
$798K -$1.1M -10,487 -60%
DWM
142
Dakota Wealth Management
Florida
$764K +$10.5K +100 +2%
BAM
143
Belpointe Asset Management
Nevada
$752K +$10.1K +97 +1%
CP
144
Capital Planning
Washington
$750K +$45.1K +431 +7%
BWM
145
BCS Wealth Management
Tennessee
$743K +$242K +2,312 +55%
TCM
146
Tandem Capital Management
New Jersey
$724K +$3.14K +30 +0.5%
SIC
147
Samalin Investment Counsel
New York
$722K +$1.05K +10 +0.2%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$713K +$30.2K +289 +5%
EH
149
Equitable Holdings
New York
$709K -$683K -6,534 -51%
WCFA
150
Walkner Condon Financial Advisors
Wisconsin
$708K +$38.3K +366 +6%

FTEC Hedge Fund Activity: Q1 2023 in Review

335 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2023, worth a combined $1.18B — up 15% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FTEC positions and 25 closed out — a net gain of 22 holders — while 111 added to existing stakes and 118 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $13.6M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $7.38M.

  • 335 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2023, up from 323 in Q4 2022.
  • Funds reported $1.18B of Fidelity MSCI Information Technology Index ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 47 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2023 and 25 closed out, a net change of +22 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2023 was Portfolio Strategies, an estimated $13.6M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $7.38M sold.

Based on aggregated 13F filings for Q1 2023.