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Fidelity MSCI Information Technology Index ETF

298 hedge funds and large institutions have $1.38B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $883K

19% more capital invested

Capital invested by funds: $1.15B → $1.38B (+$223M)

1.1% more ownership

Funds ownership: 22.06%23.16% (+1.1%)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

1% less funds holding

Funds holding: 302298 (-4)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

17% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 121

Holders
298
Holders Change
-4
Holders Change %
-1.32%
% of All Funds
5.19%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
28
Increased
100
Reduced
121
Closed
30
Calls
$1.39M
Puts
$883K
Net Calls
+$507K
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
176
Fisher Asset Management
Washington
$459K -$38.6K -346 -8%
LDFR
177
Lehman & Derafelo Financial Resources
Pennsylvania
$448K +$4.24K +38 +1%
KIA
178
KCM Investment Advisors
California
$447K
Northern Trust
179
Northern Trust
Illinois
$441K
BWM
180
BCS Wealth Management
Tennessee
$439K
IAN
181
Integrated Advisors Network
Texas
$430K -$135K -1,215 -25%
XWM
182
Xcel Wealth Management
Florida
$428K +$14.6K +131 +4%
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$403K -$25.4K -228 -6%
RWA
184
River Wealth Advisors
Pennsylvania
$402K +$15.5K +139 +4%
RW
185
Rede Wealth
Virginia
$398K +$1K +9 +0.3%
SWA
186
Sightline Wealth Advisors
Connecticut
$396K -$260K -2,333 -41%
BTWM
187
Baker Tilly Wealth Management
Wisconsin
$392K -$219K -1,963 -37%
JF
188
JSF Financial
California
$385K +$4.24K +38 +1%
AA
189
Apriem Advisors
California
$377K -$3.34K -30 -0.9%
HF
190
HRT Financial
New York
$373K -$985K -8,836 -74%
ICG
191
InterOcean Capital Group
Tennessee
$369K -$27.1K -243 -7%
CFA
192
Cahill Financial Advisors
Minnesota
$348K +$85.2K +764 +35%
DI
193
DFPG Investments
Utah
$340K +$334 +3 +0.1%
KOMWMG
194
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$328K -$44.2K -397 -12%
CWM
195
Calamos Wealth Management
Illinois
$323K +$27.6K +248 +10%
AW
196
ACG Wealth
Georgia
$319K -$729K -6,539 -71%
VFA
197
Valeo Financial Advisors
Indiana
$316K
WA
198
WBH Advisory
Maryland
$307K
AWG
199
Altus Wealth Group
Colorado
$304K
TP
200
Tranquility Partners
Tennessee
$301K -$50.4K -452 -15%

FTEC Hedge Fund Activity: Q2 2021 in Review

298 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2021, worth a combined $1.38B — up 19% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FTEC and 28 opened new positions — a net loss of 2 holders — while 121 trimmed existing stakes and 100 added.

The largest buyer was Charles Schwab, adding an estimated $66.4M. The largest seller was Financial Perspectives, cutting an estimated $22.4M.

  • 298 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2021, down from 302 in Q1 2021.
  • Funds reported $1.38B of Fidelity MSCI Information Technology Index ETF stock for Q2 2021, up 19% quarter-over-quarter.
  • 28 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2021 and 30 closed out, a net change of -2 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2021 was Charles Schwab, an estimated $66.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2021 was Financial Perspectives, an estimated $22.4M sold.

Based on aggregated 13F filings for Q2 2021.