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Fidelity MSCI Information Technology Index ETF

298 hedge funds and large institutions have $948M invested in Fidelity MSCI Information Technology Index ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $374K

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.74% less ownership

Funds ownership: 20.86%20.12% (-0.74%)

4% less funds holding

Funds holding: 309298 (-11)

10% less capital invested

Capital invested by funds: $1.05B → $948M (-$103M)

16% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 110

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

Holders
298
Holders Change
-11
Holders Change %
-3.56%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
24
Increased
92
Reduced
110
Closed
33
Calls
$2.21M
Puts
$374K
Net Calls
+$1.84M
Net Calls Change
+$417K
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
151
KCS Wealth Advisory
California
$490K +$81.4K +783 +17%
WP
152
WealthSource Partners
California
$484K +$52K +500 +10%
UCFA
153
United Capital Financial Advisors
Texas
$478K -$37K -356 -6%
AWA
154
Arkadios Wealth Advisors
Georgia
$472K -$4.89K -47 -0.9%
WWM
155
Western Wealth Management
Colorado
$453K +$267K +2,565 +106%
WCP
156
Welch Capital Partners
New York
$445K
YIH
157
Y-Intercept (HK)
Hong Kong
$431K +$493K +4,743 New
CP
158
Capital Planning
Washington
$421K +$105K +1,011 +28%
RWA
159
River Wealth Advisors
Pennsylvania
$414K +$29.5K +284 +7%
Northern Trust
160
Northern Trust
Illinois
$409K -$18.2K -175 -4%
SOS
161
Silver Oak Securities
Tennessee
$409K +$26.6K +256 +8%
CWM
162
Congress Wealth Management
Massachusetts
$408K +$20.7K +199 +5%
FTS
163
Fifth Third Securities
Ohio
$407K -$114K -1,098 -20%
JMPWA
164
JP Morgan Private Wealth Advisors
California
$405K -$423K -4,070 -48%
HI
165
Harbour Investments
Wisconsin
$399K
T. Rowe Price Associates
166
T. Rowe Price Associates
Maryland
$392K
Franklin Resources
167
Franklin Resources
California
$384K
MA
168
Mutual Advisors
Nebraska
$374K -$209K -2,008 -33%
SWA
169
Stratos Wealth Advisors
Ohio
$372K -$305K -2,934 -42%
Fisher Asset Management
170
Fisher Asset Management
Washington
$368K -$165K -1,588 -28%
EHC
171
Everett Harris & Co
California
$368K -$23.9K -230 -5%
CIA
172
Caerus Investment Advisors
Texas
$367K
CS
173
Comerica Securities
Michigan
$350K +$400K +3,848 New
TCMP
174
Thrive Capital Management (Pennsylvania)
Pennsylvania
$347K +$624 +6 +0.2%
IA
175
IFP Advisors
Florida
$346K +$113K +1,086 +22%

FTEC Hedge Fund Activity: Q3 2022 in Review

298 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q3 2022, worth a combined $948M — down 9.8% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of FTEC and 24 opened new positions — a net loss of 9 holders — while 110 trimmed existing stakes and 92 added.

The largest buyer was Frank Rimerman Advisors, opening a new position worth an estimated $12.1M. The largest seller was Charles Schwab, cutting an estimated $30.8M.

  • 298 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q3 2022, down from 309 in Q2 2022.
  • Funds reported $948M of Fidelity MSCI Information Technology Index ETF stock for Q3 2022, down 9.8% quarter-over-quarter.
  • 24 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q3 2022 and 33 closed out, a net change of -9 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q3 2022 was Frank Rimerman Advisors, an estimated $12.1M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q3 2022 was Charles Schwab, an estimated $30.8M sold.

Based on aggregated 13F filings for Q3 2022.