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Fidelity MSCI Information Technology Index ETF

332 hedge funds and large institutions have $1.39B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 108 increasing their positions, 133 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $492K

0.81% more ownership

Funds ownership: 22.4%23.2% (+0.81%)

4% less funds holding

Funds holding: 347332 (-15)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

13% less capital invested

Capital invested by funds: $1.6B → $1.39B (-$207M)

19% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 133

25% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 48

Holders
332
Holders Change
-15
Holders Change %
-4.32%
% of All Funds
5.24%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
36
Increased
108
Reduced
133
Closed
48
Calls
$1.71M
Puts
$492K
Net Calls
+$1.22M
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
WP
151
WealthSource Partners
California
$627K +$33.1K +273 +6%
AIP
152
Almanack Investment Partners
Pennsylvania
$623K -$39.6K -326 -6%
WCP
153
Welch Capital Partners
New York
$602K
IAN
154
Integrated Advisors Network
Texas
$601K +$108K +889 +22%
AF
155
Advisornet Financial
Minnesota
$583K -$12.3K -101 -2%
Northern Trust
156
Northern Trust
Illinois
$541K +$110K +906 +26%
RWA
157
River Wealth Advisors
Pennsylvania
$534K +$64.5K +532 +14%
Cetera Investment Advisers
158
Cetera Investment Advisers
Illinois
$533K +$3.15K +26 +0.6%
OWA
159
One Wealth Advisors
California
$529K -$246K -2,028 -32%
T. Rowe Price Associates
160
T. Rowe Price Associates
Maryland
$529K
CWM
161
Congress Wealth Management
Massachusetts
$527K -$151K -1,241 -22%
TIA
162
Traphagen Investment Advisors
New Jersey
$522K -$526K -4,336 -51%
Franklin Resources
163
Franklin Resources
California
$519K
KIA
164
KCM Investment Advisors
California
$519K
TCMP
165
Thrive Capital Management (Pennsylvania)
Pennsylvania
$516K +$485 +4 +0.1%
PP
166
PFS Partners
New Jersey
$514K -$21.1K -174 -4%
EFS
167
Essex Financial Services
Connecticut
$511K +$503K +4,149 New
CWS
168
Cypress Wealth Services
California
$509K +$849 +7 +0.2%
CA
169
Claro Advisors
Massachusetts
$487K
RW
170
Rede Wealth
Virginia
$483K +$11.2K +92 +2%
SPFA
171
Summit Place Financial Advisors
New Jersey
$471K -$6.07K -50 -1%
BWM
172
BCS Wealth Management
Tennessee
$468K -$3.64K -30 -0.8%
LWA
173
Lineweaver Wealth Advisors
Ohio
$456K -$121 -1 -0%
LDFR
174
Lehman & Derafelo Financial Resources
Pennsylvania
$455K +$6.07K +50 +1%
EWS
175
Evergreen Wealth Solutions
Pennsylvania
$453K +$446K +3,678 New

FTEC Hedge Fund Activity: Q1 2022 in Review

332 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2022, worth a combined $1.39B — down 13% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of FTEC and 36 opened new positions — a net loss of 12 holders — while 133 trimmed existing stakes and 108 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $136M. The largest seller was Charles Schwab, cutting an estimated $28.3M.

  • 332 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2022, down from 347 in Q4 2021.
  • Funds reported $1.39B of Fidelity MSCI Information Technology Index ETF stock for Q1 2022, down 13% quarter-over-quarter.
  • 36 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2022 and 48 closed out, a net change of -12 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $136M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2022 was Charles Schwab, an estimated $28.3M sold.

Based on aggregated 13F filings for Q1 2022.