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Fidelity MSCI Information Technology Index ETF

419 hedge funds and large institutions have $1.91B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 133 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,995% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $215K

161% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 33

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

21% more capital invested

Capital invested by funds: $1.58B → $1.91B (+$333M)

13% more funds holding

Funds holding: 371419 (+48)

12% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 119

0.18% more ownership

Funds ownership: 22.86%23.03% (+0.18%)

Holders
419
Holders Change
+48
Holders Change %
+12.94%
% of All Funds
6.11%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
86
Increased
133
Reduced
119
Closed
33
Calls
$8.8M
Puts
$215K
Net Calls
+$8.59M
Net Calls Change
+$6.97M
Name Holding Trade Value Shares
Change
Change in
Stake
SXL
126
Summit X LLC
Missouri
$1.48M -$9.67K -73 -0.7%
AB
127
Atlas Brown
Kentucky
$1.43M -$34.4K -260 -3%
BCI
128
Brinker Capital Investments
Pennsylvania
$1.41M -$3.46M -26,127 -72%
OPS
129
Orion Portfolio Solutions
Nebraska
$1.41M -$3.46M -26,127 -72%
SB
130
Strategic Blueprint
Georgia
$1.4M +$304K +2,292 +31%
SSW
131
Smith Shellnut Wilson
Mississippi
$1.39M -$5.3K -40 -0.4%
C1AG
132
Client 1st Advisory Group
Florida
$1.37M -$201K -1,516 -14%
BAAM
133
Baker Avenue Asset Management
California
$1.37M
AWM
134
Avior Wealth Management
Nebraska
$1.36M +$265 +2 +0%
APWM
135
Atlas Private Wealth Management
New York
$1.36M +$6.22K +47 +0.5%
SWM
136
Spire Wealth Management
Virginia
$1.33M -$1.72K -13 -0.1%
RA
137
RFG Advisory
Alabama
$1.31M -$45.3K -342 -4%
GFPC
138
Global Financial Private Client
Florida
$1.3M +$252K +1,901 +27%
DSC
139
Duncker Streett & Co
Missouri
$1.29M
MAM
140
Marotta Asset Management
Virginia
$1.28M +$541K +4,088 +85%
FFA
141
Florida Financial Advisors
Florida
$1.23M +$1.14M +8,589 New
LFAS
142
Level Four Advisory Services
Texas
$1.21M -$28.5K -215 -2%
RSWM
143
Robertson Stephens Wealth Management
California
$1.19M +$158K +1,191 +17%
NL
144
NWAM LLC
Washington
$1.19M +$137K +1,032 +14%
Truist Financial
145
Truist Financial
North Carolina
$1.18M -$102K -769 -9%
AF
146
Apexium Financial
Texas
$1.15M -$204K -1,540 -16%
CPL
147
CAP Partners LLC
Tennessee
$1.11M +$1.03M +7,749 New
FFN
148
Focus Financial Network
Minnesota
$1.1M -$45.6K -344 -4%
JF
149
JSF Financial
California
$1.03M -$12.2K -92 -1%
FAM
150
Forte Asset Management
New York
$1.01M -$42.2K -319 -4%

FTEC Hedge Fund Activity: Q4 2023 in Review

419 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2023, worth a combined $1.91B — up 21% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new FTEC positions and 33 closed out — a net gain of 53 holders — while 133 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.4M. The largest seller was Full Sail Capital, cutting an estimated $26.5M.

  • 419 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2023, up from 371 in Q3 2023.
  • Funds reported $1.91B of Fidelity MSCI Information Technology Index ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 86 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2023 and 33 closed out, a net change of +53 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $35.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2023 was Full Sail Capital, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2023.