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Fidelity MSCI Information Technology Index ETF

309 hedge funds and large institutions have $1.05B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 117 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

446% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $318K

2.35% less ownership

Funds ownership: 23.2%20.86% (-2.3%)

7% less funds holding

Funds holding: 332309 (-23)

24% less capital invested

Capital invested by funds: $1.39B → $1.05B (-$338M)

25% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 117

38% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 53

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
309
Holders Change
-23
Holders Change %
-6.93%
% of All Funds
5.21%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.13%
New
33
Increased
88
Reduced
117
Closed
53
Calls
$1.74M
Puts
$318K
Net Calls
+$1.42M
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
151
Independent Financial Group
California
$552K
Fisher Asset Management
152
Fisher Asset Management
Washington
$544K +$227K +2,129 +61%
UCFA
153
United Capital Financial Advisors
Texas
$541K -$67.4K -633 -10%
FTS
154
Fifth Third Securities
Ohio
$538K +$594K +5,571 New
AWA
155
Arkadios Wealth Advisors
Georgia
$505K -$41.9K -393 -7%
CW
156
CreativeOne Wealth
Kansas
$476K -$375K -3,523 -42%
WCP
157
Welch Capital Partners
New York
$472K
WP
158
WealthSource Partners
California
$465K -$29K -272 -5%
ERWM
159
Elk River Wealth Management
Colorado
$460K +$238K +2,230 +88%
Northern Trust
160
Northern Trust
Illinois
$451K +$29.4K +276 +6%
KWA
161
KCS Wealth Advisory
California
$444K +$128K +1,197 +35%
AIP
162
Almanack Investment Partners
Pennsylvania
$440K -$54.1K -508 -10%
T. Rowe Price Associates
163
T. Rowe Price Associates
Maryland
$415K
CWM
164
Congress Wealth Management
Massachusetts
$413K
EHC
165
Everett Harris & Co
California
$413K +$456K +4,280 New
RWA
166
River Wealth Advisors
Pennsylvania
$412K -$7.57K -71 -2%
Franklin Resources
167
Franklin Resources
California
$406K
PP
168
PFS Partners
New Jersey
$403K
HI
169
Harbour Investments
Wisconsin
$399K +$440K +4,134 New
KeyBank National Association
170
KeyBank National Association
Ohio
$398K +$440K +4,128 New
CIA
171
Caerus Investment Advisors
Texas
$390K
AF
172
Advisornet Financial
Minnesota
$383K -$81.9K -769 -16%
TCMP
173
Thrive Capital Management (Pennsylvania)
Pennsylvania
$368K -$40.4K -379 -9%
BWM
174
BCS Wealth Management
Tennessee
$364K -$3.2K -30 -0.8%
LDFR
175
Lehman & Derafelo Financial Resources
Pennsylvania
$357K +$107 +1 +0%

FTEC Hedge Fund Activity: Q2 2022 in Review

309 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2022, worth a combined $1.05B — down 24% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of FTEC and 33 opened new positions — a net loss of 20 holders — while 117 trimmed existing stakes and 88 added.

The largest buyer was Lido Advisors, adding an estimated $15.1M. The largest seller was Envestnet Asset Management, cutting an estimated $16.1M.

  • 309 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2022, down from 332 in Q1 2022.
  • Funds reported $1.05B of Fidelity MSCI Information Technology Index ETF stock for Q2 2022, down 24% quarter-over-quarter.
  • 33 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2022 and 53 closed out, a net change of -20 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2022 was Lido Advisors, an estimated $15.1M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2022.