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Fidelity MSCI Information Technology Index ETF

302 hedge funds and large institutions have $1.15B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 116 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $737K

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

23% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 94

4% more funds holding

Funds holding: 290302 (+12)

1.57% less ownership

Funds ownership: 23.63%22.06% (-1.6%)

7% less capital invested

Capital invested by funds: $1.25B → $1.15B (-$91.4M)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
302
Holders Change
+12
Holders Change %
+4.14%
% of All Funds
5.3%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
44
Increased
116
Reduced
94
Closed
29
Calls
$1.7M
Puts
$737K
Net Calls
+$967K
Net Calls Change
+$37K
Name Holding Trade Value Shares
Change
Change in
Stake
LA
151
LexAurum Advisors
Kansas
$690K +$42.1K +396 +6%
DOA
152
D'Orazio & Associates
Virginia
$688K
SIC
153
Samalin Investment Counsel
New York
$688K +$70K +659 +11%
WWM
154
Western Wealth Management
Colorado
$684K -$497K -4,675 -42%
RA
155
RFG Advisory
Alabama
$664K +$1.17K +11 +0.2%
IWC
156
Integrated Wealth Concepts
Massachusetts
$654K +$657K +6,178 New
SAM
157
Secure Asset Management
Michigan
$648K
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$636K
IWS
159
Insight Wealth Strategies
California
$623K +$625K +5,881 New
SWA
160
Sightline Wealth Advisors
Connecticut
$606K -$98.1K -923 -14%
IFG
161
Independent Financial Group
California
$606K +$3.61K +34 +0.6%
WP
162
WealthSource Partners
California
$603K +$12K +113 +2%
FP
163
Fiduciary Planning
Florida
$564K -$20.2K -190 -3%
BTWM
164
Baker Tilly Wealth Management
Wisconsin
$560K +$59.6K +561 +12%
LFF
165
Level Four Financial
Texas
$560K +$562K +5,288 New
IAN
166
Integrated Advisors Network
Texas
$515K -$56.5K -532 -10%
SPFA
167
Summit Place Financial Advisors
New Jersey
$511K
EH
168
Equitable Holdings
New York
$487K +$126K +1,185 +35%
RCA
169
Reitz Capital Advisors
Michigan
$470K -$192K -1,803 -29%
T. Rowe Price Associates
170
T. Rowe Price Associates
Maryland
$455K
TIA
171
Traphagen Investment Advisors
New Jersey
$450K -$96.3K -906 -18%
Fisher Asset Management
172
Fisher Asset Management
Washington
$449K +$104K +976 +30%
Franklin Resources
173
Franklin Resources
California
$446K
TCMP
174
Thrive Capital Management (Pennsylvania)
Pennsylvania
$444K
CWS
175
Cypress Wealth Services
California
$434K +$850 +8 +0.2%

FTEC Hedge Fund Activity: Q1 2021 in Review

302 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2021, worth a combined $1.15B — down 7.3% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FTEC positions and 29 closed out — a net gain of 15 holders — while 116 added to existing stakes and 94 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $21.4M. The largest seller was Charles Schwab, cutting an estimated $42.2M.

  • 302 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2021, up from 290 in Q4 2020.
  • Funds reported $1.15B of Fidelity MSCI Information Technology Index ETF stock for Q1 2021, down 7.3% quarter-over-quarter.
  • 44 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2021 and 29 closed out, a net change of +15 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2021 was Financial Perspectives, an estimated $21.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2021 was Charles Schwab, an estimated $42.2M sold.

Based on aggregated 13F filings for Q1 2021.