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Fidelity MSCI Information Technology Index ETF

430 hedge funds and large institutions have $2.27B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 161 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $3.58M | Put options by funds: $1.03M

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

25% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 129

19% more capital invested

Capital invested by funds: $1.91B → $2.27B (+$363M)

3% more funds holding

Funds holding: 419430 (+11)

0.58% more ownership

Funds ownership: 23.03%23.61% (+0.58%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
430
Holders Change
+11
Holders Change %
+2.63%
% of All Funds
6.19%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
52
Increased
161
Reduced
129
Closed
36
Calls
$3.58M
Puts
$1.03M
Net Calls
+$2.56M
Net Calls Change
-$6.04M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
151
Level Four Advisory Services
Texas
$1.21M
FFN
152
Focus Financial Network
Minnesota
$1.15M +$22.7K +151 +2%
Corient Private Wealth
153
Corient Private Wealth
Florida
$1.12M +$356K +2,363 +49%
William Blair & Company
154
William Blair & Company
Illinois
$1.11M -$807K -5,359 -43%
TIA
155
Traphagen Investment Advisors
New Jersey
$1.11M +$34.3K +228 +3%
FAM
156
Forte Asset Management
New York
$1.1M
Renaissance Technologies
157
Renaissance Technologies
New York
$1.06M -$1.85M -12,300 -64%
SIA
158
Soltis Investment Advisors
Utah
$1.05M -$43.8K -291 -4%
JF
159
JSF Financial
California
$1.05M -$67.3K -447 -6%
CH
160
Canton Hathaway
Rhode Island
$1.04M -$42.9K -285 -4%
DWM
161
Dakota Wealth Management
Florida
$1.01M -$3.46K -23 -0.4%
Bank of New York Mellon
162
Bank of New York Mellon
New York
$1.01M +$11.3K +75 +1%
SM
163
Sweeney & Michel
California
$994K +$962K +6,385 New
DC
164
Davenport & Co
Virginia
$987K +$258K +1,712 +37%
AWA
165
Arkadios Wealth Advisors
Georgia
$976K +$8.13K +54 +0.9%
IFG
166
Independent Financial Group
California
$945K
CFG
167
Citizens Financial Group
Rhode Island
$933K +$902K +5,986 New
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$921K -$97.6K -648 -10%
TCM
169
Tandem Capital Management
New Jersey
$896K -$88.4K -587 -9%
FFL
170
Financial Freedom LLC
Ohio
$888K +$602 +4 +0.1%
DAS
171
Dynamic Advisor Solutions
Arizona
$883K +$13.6K +90 +2%
WCFA
172
Walkner Condon Financial Advisors
Wisconsin
$877K
SFPG
173
Stonebridge Financial Planning Group
Florida
$848K -$98K -651 -11%
LWM
174
Liberty Wealth Management
California
$829K +$3.31K +22 +0.4%
VWA
175
Visionary Wealth Advisors
Illinois
$814K +$301K +2,001 +62%

FTEC Hedge Fund Activity: Q1 2024 in Review

430 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2024, worth a combined $2.27B — up 19% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FTEC positions and 36 closed out — a net gain of 16 holders — while 161 added to existing stakes and 129 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $190M. The largest seller was Morgan Stanley, cutting an estimated $36.2M.

  • 430 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2024, up from 419 in Q4 2023.
  • Funds reported $2.27B of Fidelity MSCI Information Technology Index ETF stock for Q1 2024, up 19% quarter-over-quarter.
  • 52 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2024 and 36 closed out, a net change of +16 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2024 was Churchill Management, an estimated $190M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2024.