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Fidelity MSCI Information Technology Index ETF

430 hedge funds and large institutions have $2.27B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 161 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $3.58M | Put options by funds: $1.03M

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

25% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 129

19% more capital invested

Capital invested by funds: $1.91B → $2.27B (+$363M)

3% more funds holding

Funds holding: 419430 (+11)

0.58% more ownership

Funds ownership: 23.03%23.61% (+0.58%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
430
Holders Change
+11
Holders Change %
+2.63%
% of All Funds
6.19%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
52
Increased
161
Reduced
129
Closed
36
Calls
$3.58M
Puts
$1.03M
Net Calls
+$2.56M
Net Calls Change
-$6.04M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
126
Atlas Brown
Kentucky
$1.6M +$45.5K +302 +3%
GFPC
127
Global Financial Private Client
Florida
$1.58M +$166K +1,102 +12%
SW
128
SVB Wealth
Massachusetts
$1.58M -$274K -1,818 -15%
SB
129
Strategic Blueprint
Georgia
$1.55M +$27.9K +185 +2%
BMM
130
Buffington Mohr McNeal
Idaho
$1.53M -$121K -804 -8%
CWM
131
Congress Wealth Management
Massachusetts
$1.51M +$703K +4,671 +93%
SSW
132
Smith Shellnut Wilson
Mississippi
$1.51M -$1.81K -12 -0.1%
AWM
133
Avior Wealth Management
Nebraska
$1.47M -$1.35K -9 -0.1%
RA
134
RFG Advisory
Alabama
$1.45M +$32.7K +217 +2%
CA
135
Claro Advisors
Massachusetts
$1.44M +$1.39M +9,223 New
AWM
136
Avaii Wealth Management
Wisconsin
$1.43M -$5.08M -33,726 -79%
SWM
137
Spire Wealth Management
Virginia
$1.42M +$28.9K +192 +2%
C1AG
138
Client 1st Advisory Group
Florida
$1.42M -$64.5K -428 -4%
FFA
139
Florida Financial Advisors
Florida
$1.42M +$74.1K +492 +6%
BAAM
140
Baker Avenue Asset Management
California
$1.41M -$75.3K -500 -5%
APWM
141
Atlas Private Wealth Management
New York
$1.4M -$64K -425 -5%
DSC
142
Duncker Streett & Co
Missouri
$1.4M
PAS
143
Park Avenue Securities
New York
$1.35M -$423K -2,811 -24%
NFP
144
NorthLanding Financial Partners
New York
$1.33M -$3.67M -24,383 -74%
SIC
145
Samalin Investment Counsel
New York
$1.33M +$291K +1,931 +29%
RSWM
146
Robertson Stephens Wealth Management
California
$1.28M -$12.5K -83 -1%
CPL
147
CAP Partners LLC
Tennessee
$1.27M +$59.9K +398 +5%
AF
148
Apexium Financial
Texas
$1.26M +$9.19K +61 +0.8%
SWP
149
Stratos Wealth Partners
Ohio
$1.25M +$170K +1,130 +16%
Truist Financial
150
Truist Financial
North Carolina
$1.24M -$45.8K -304 -4%

FTEC Hedge Fund Activity: Q1 2024 in Review

430 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2024, worth a combined $2.27B — up 19% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FTEC positions and 36 closed out — a net gain of 16 holders — while 161 added to existing stakes and 129 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $190M. The largest seller was Morgan Stanley, cutting an estimated $36.2M.

  • 430 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2024, up from 419 in Q4 2023.
  • Funds reported $2.27B of Fidelity MSCI Information Technology Index ETF stock for Q1 2024, up 19% quarter-over-quarter.
  • 52 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2024 and 36 closed out, a net change of +16 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2024 was Churchill Management, an estimated $190M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2024.