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Fidelity MSCI Information Technology Index ETF

335 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 118 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,077% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $57K

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

15% more capital invested

Capital invested by funds: $1.02B → $1.18B (+$154M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4% more funds holding

Funds holding: 323335 (+12)

0.23% more ownership

Funds ownership: 20.81%21.04% (+0.23%)

6% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 118

Holders
335
Holders Change
+12
Holders Change %
+3.72%
% of All Funds
5.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
47
Increased
111
Reduced
118
Closed
25
Calls
$2.95M
Puts
$57K
Net Calls
+$2.89M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
SM
151
Sweeney & Michel
California
$660K +$553K +5,286 New
IFG
152
Independent Financial Group
California
$648K
FFL
153
Financial Freedom LLC
Ohio
$647K +$627 +6 +0.1%
AWA
154
Arkadios Wealth Advisors
Georgia
$646K +$94K +899 +19%
SG
155
Stonnington Group
California
$628K +$291K +2,781 +100%
KWA
156
KCS Wealth Advisory
California
$626K +$32.1K +307 +6%
ATPW
157
Ashton Thomas Private Wealth
Arizona
$604K +$554K +5,297 New
MA
158
Mutual Advisors
Nebraska
$603K +$95.4K +912 +21%
DI
159
DFPG Investments
Utah
$603K +$161K +1,544 +41%
SF
160
Safeguard Financial
Wisconsin
$595K +$226K +2,162 +71%
LWM
161
Liberty Wealth Management
California
$589K +$541K +5,169 New
WP
162
WealthSource Partners
California
$582K -$10.8K -103 -2%
VNA
163
Valley National Advisers
Pennsylvania
$578K +$15.6K +149 +3%
HI
164
Harbour Investments
Wisconsin
$577K +$49.5K +473 +10%
Northern Trust
165
Northern Trust
Illinois
$556K +$13.2K +126 +3%
HR
166
Hardy Reed
Mississippi
$541K -$2.72K -26 -0.5%
RWA
167
River Wealth Advisors
Pennsylvania
$539K -$2.09K -20 -0.4%
ANBT
168
American National Bank & Trust
Texas
$538K -$123K -1,180 -20%
RA
169
Rise Advisors
New York
$532K +$1.05K +10 +0.2%
BAAM
170
Baker Avenue Asset Management
California
$529K +$126K +1,208 +35%
IRC
171
Investors Research Corp
Georgia
$510K +$17.6K +168 +4%
FEM
172
Fulcrum Equity Management
Texas
$510K +$468K +4,472 New
IA
173
IFP Advisors
Florida
$508K +$336K +3,214 +56%
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
$491K -$6.56M -62,733 -94%
T. Rowe Price Associates
175
T. Rowe Price Associates
Maryland
$491K

FTEC Hedge Fund Activity: Q1 2023 in Review

335 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2023, worth a combined $1.18B — up 15% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FTEC positions and 25 closed out — a net gain of 22 holders — while 111 added to existing stakes and 118 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $13.6M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $7.38M.

  • 335 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2023, up from 323 in Q4 2022.
  • Funds reported $1.18B of Fidelity MSCI Information Technology Index ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 47 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2023 and 25 closed out, a net change of +22 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2023 was Portfolio Strategies, an estimated $13.6M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $7.38M sold.

Based on aggregated 13F filings for Q1 2023.