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Fidelity MSCI Information Technology Index ETF

323 hedge funds and large institutions have $1.02B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

590% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $293K

136% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 25

8% more funds holding

Funds holding: 298323 (+25)

8% more capital invested

Capital invested by funds: $948M → $1.02B (+$76.3M)

0.69% more ownership

Funds ownership: 20.12%20.81% (+0.69%)

10% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 111

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
323
Holders Change
+25
Holders Change %
+8.39%
% of All Funds
5.19%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
59
Increased
100
Reduced
111
Closed
25
Calls
$2.02M
Puts
$293K
Net Calls
+$1.73M
Net Calls Change
-$106K
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
151
KCS Wealth Advisory
California
$490K -$19.4K -201 -4%
Fisher Asset Management
152
Fisher Asset Management
Washington
$490K +$109K +1,133 +28%
MHB
153
Midwest Heritage Bank
Iowa
$483K -$64.4K -667 -12%
UCFA
154
United Capital Financial Advisors
Texas
$477K -$19.8K -205 -4%
Jane Street
155
Jane Street
New York
$468K -$377K -3,908 -44%
WCP
156
Welch Capital Partners
New York
$462K
AWA
157
Arkadios Wealth Advisors
Georgia
$451K -$40K -414 -8%
HR
158
Hardy Reed
Mississippi
$451K +$461K +4,770 New
EFH
159
Eaton Financial Holdings
Florida
$451K +$461K +4,770 New
JMPWA
160
JP Morgan Private Wealth Advisors
California
$450K +$30.3K +314 +7%
Northern Trust
161
Northern Trust
Illinois
$449K +$24.5K +254 +6%
RWA
162
River Wealth Advisors
Pennsylvania
$449K +$19K +197 +4%
RA
163
Rise Advisors
New York
$440K -$407K -4,211 -47%
HI
164
Harbour Investments
Wisconsin
$434K +$43.7K +453 +11%
LFG
165
Larson Financial Group
Missouri
$433K +$437K +4,527 +9,054%
CWM
166
Congress Wealth Management
Massachusetts
$423K -$386 -4 -0.1%
Goldman Sachs
167
Goldman Sachs
New York
$420K +$429K +4,442 New
MA
168
Mutual Advisors
Nebraska
$414K +$26.2K +271 +7%
IRC
169
Investors Research Corp
Georgia
$407K +$53K +549 +15%
T. Rowe Price Associates
170
T. Rowe Price Associates
Maryland
$407K
SOS
171
Silver Oak Securities
Tennessee
$405K +$92.9K +962 +29%
LWM
172
Lodestone Wealth Management
Washington
$403K +$412K +4,266 New
AIP
173
Almanack Investment Partners
Pennsylvania
$399K -$417K -4,319 -51%
Franklin Resources
174
Franklin Resources
California
$398K
BWM
175
BCS Wealth Management
Tennessee
$398K +$42.4K +439 +12%

FTEC Hedge Fund Activity: Q4 2022 in Review

323 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2022, worth a combined $1.02B — up 8.1% from $948M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FTEC positions and 25 closed out — a net gain of 34 holders — while 100 added to existing stakes and 111 trimmed.

The largest buyer was Charles Schwab, adding an estimated $13M. The largest seller was Madrona Financial Services, exiting entirely with an estimated $5.02M sold.

  • 323 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2022, up from 298 in Q3 2022.
  • Funds reported $1.02B of Fidelity MSCI Information Technology Index ETF stock for Q4 2022, up 8.1% quarter-over-quarter.
  • 59 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2022 and 25 closed out, a net change of +34 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2022 was Charles Schwab, an estimated $13M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2022 was Madrona Financial Services, an estimated $5.02M sold.

Based on aggregated 13F filings for Q4 2022.