We are live on ! Find out more
FTEC icon

Fidelity MSCI Information Technology Index ETF

419 hedge funds and large institutions have $1.91B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 133 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,995% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $215K

161% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 33

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

21% more capital invested

Capital invested by funds: $1.58B → $1.91B (+$333M)

13% more funds holding

Funds holding: 371419 (+48)

12% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 119

0.18% more ownership

Funds ownership: 22.86%23.03% (+0.18%)

Holders
419
Holders Change
+48
Holders Change %
+12.94%
% of All Funds
6.11%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
86
Increased
133
Reduced
119
Closed
33
Calls
$8.8M
Puts
$215K
Net Calls
+$8.59M
Net Calls Change
+$6.97M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
151
Soltis Investment Advisors
Utah
$1.01M -$2.39M -18,038 -72%
CH
152
Canton Hathaway
Rhode Island
$1M -$13.2K -100 -1%
SWP
153
Stratos Wealth Partners
Ohio
$993K +$38.1K +288 +4%
TIA
154
Traphagen Investment Advisors
New Jersey
$992K -$9.93K -75 -1%
RA
155
Rational Advisors
New York
$959K +$884K +6,673 New
SIC
156
Samalin Investment Counsel
New York
$947K +$32.3K +244 +4%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$942K +$11.9K +90 +1%
AAS
158
Avantax Advisory Services
Texas
$941K +$14.7K +111 +2%
DWM
159
Dakota Wealth Management
Florida
$934K -$14.4K -109 -2%
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$927K -$152K -1,151 -15%
Bank of New York Mellon
161
Bank of New York Mellon
New York
$919K +$848K +6,400 New
TCM
162
Tandem Capital Management
New Jersey
$910K -$1.06K -8 -0.1%
AWA
163
Arkadios Wealth Advisors
Georgia
$892K +$127K +956 +18%
SFPG
164
Stonebridge Financial Planning Group
Florida
$875K -$464K -3,501 -36%
IFG
165
Independent Financial Group
California
$871K -$3.31K -25 -0.4%
BWM
166
Birchcreek Wealth Management
Ohio
$865K -$171K -1,294 -18%
Pathstone Holdings
167
Pathstone Holdings
New Jersey
$847K +$781K +5,900 New
FFL
168
Financial Freedom LLC
Ohio
$818K +$927 +7 +0.1%
WCFA
169
Walkner Condon Financial Advisors
Wisconsin
$808K -$29.7K -224 -4%
DAS
170
Dynamic Advisor Solutions
Arizona
$765K +$11.1K +84 +2%
LWM
171
Liberty Wealth Management
California
$761K -$530 -4 -0.1%
WP
172
WealthSource Partners
California
$734K
CWM
173
Congress Wealth Management
Massachusetts
$724K +$22.9K +173 +4%
AIP
174
Almanack Investment Partners
Pennsylvania
$718K +$51.6K +390 +8%
DI
175
DFPG Investments
Utah
$715K -$7.81K -59 -1%

FTEC Hedge Fund Activity: Q4 2023 in Review

419 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2023, worth a combined $1.91B — up 21% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new FTEC positions and 33 closed out — a net gain of 53 holders — while 133 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.4M. The largest seller was Full Sail Capital, cutting an estimated $26.5M.

  • 419 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2023, up from 371 in Q3 2023.
  • Funds reported $1.91B of Fidelity MSCI Information Technology Index ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 86 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2023 and 33 closed out, a net change of +53 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $35.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2023 was Full Sail Capital, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2023.