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Fidelity MSCI Information Technology Index ETF

298 hedge funds and large institutions have $1.38B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $883K

19% more capital invested

Capital invested by funds: $1.15B → $1.38B (+$223M)

1.1% more ownership

Funds ownership: 22.06%23.16% (+1.1%)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

1% less funds holding

Funds holding: 302298 (-4)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

17% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 121

Holders
298
Holders Change
-4
Holders Change %
-1.32%
% of All Funds
5.19%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
28
Increased
100
Reduced
121
Closed
30
Calls
$1.39M
Puts
$883K
Net Calls
+$507K
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
151
Western Wealth Management
Colorado
$666K -$94.2K -845 -13%
CF
152
Centaurus Financial
California
$664K -$460K -4,125 -42%
CP
153
Capital Planning
Washington
$664K +$171K +1,533 +37%
CW
154
CreativeOne Wealth
Kansas
$633K +$199K +1,788 +50%
FP
155
Fiduciary Planning
Florida
$629K +$1K +9 +0.2%
FWP
156
Firethorn Wealth Partners
Georgia
$613K -$409K -3,667 -41%
CPO
157
Cerity Partners OCIO
New York
$603K +$571K +5,120 New
WP
158
WealthSource Partners
California
$599K -$68.1K -611 -11%
BAM
159
Belpointe Asset Management
Nevada
$593K -$394K -3,539 -41%
SPFA
160
Summit Place Financial Advisors
New Jersey
$554K -$13.9K -125 -3%
HWMA
161
Heritage Wealth Management (Arizona)
Arizona
$550K -$307K -2,758 -37%
VA
162
Valmark Advisers
Ohio
$543K -$855K -7,668 -62%
IWC
163
Integrated Wealth Concepts
Massachusetts
$543K -$175K -1,571 -25%
LA
164
LexAurum Advisors
Kansas
$529K -$225K -2,021 -31%
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$520K +$80.4K +721 +20%
SWP
166
Stratos Wealth Partners
Ohio
$519K +$49.3K +442 +11%
PAS
167
Park Avenue Securities
New York
$508K -$396K -3,554 -45%
T. Rowe Price Associates
168
T. Rowe Price Associates
Maryland
$507K
RA
169
RFG Advisory
Alabama
$501K -$225K -2,018 -32%
TIA
170
Traphagen Investment Advisors
New Jersey
$498K -$2.56K -23 -0.5%
Franklin Resources
171
Franklin Resources
California
$496K
IA
172
IFP Advisors
Florida
$495K -$1.4M -12,591 -75%
TCMP
173
Thrive Capital Management (Pennsylvania)
Pennsylvania
$494K
LWA
174
Lineweaver Wealth Advisors
Ohio
$492K -$5.85M -52,492 -93%
CWS
175
Cypress Wealth Services
California
$483K +$669 +6 +0.1%

FTEC Hedge Fund Activity: Q2 2021 in Review

298 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2021, worth a combined $1.38B — up 19% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FTEC and 28 opened new positions — a net loss of 2 holders — while 121 trimmed existing stakes and 100 added.

The largest buyer was Charles Schwab, adding an estimated $66.4M. The largest seller was Financial Perspectives, cutting an estimated $22.4M.

  • 298 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2021, down from 302 in Q1 2021.
  • Funds reported $1.38B of Fidelity MSCI Information Technology Index ETF stock for Q2 2021, up 19% quarter-over-quarter.
  • 28 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2021 and 30 closed out, a net change of -2 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2021 was Charles Schwab, an estimated $66.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2021 was Financial Perspectives, an estimated $22.4M sold.

Based on aggregated 13F filings for Q2 2021.