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Fidelity MSCI Information Technology Index ETF

347 hedge funds and large institutions have $1.6B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 105 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

122% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $898K

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

16% more capital invested

Capital invested by funds: $1.37B → $1.6B (+$222M)

14% more funds holding

Funds holding: 304347 (+43)

0.1% more ownership

Funds ownership: 22.29%22.4% (+0.1%)

5% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 110

Holders
347
Holders Change
+43
Holders Change %
+14.14%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.23%
New
76
Increased
105
Reduced
110
Closed
26
Calls
$1.99M
Puts
$898K
Net Calls
+$1.09M
Net Calls Change
+$701K
Name Holding Trade Value Shares
Change
Change in
Stake
RW
176
Rede Wealth
Virginia
$519K +$2.6K +20 +0.5%
BWM
177
BCS Wealth Management
Tennessee
$518K
RWA
178
River Wealth Advisors
Pennsylvania
$515K -$35.6K -274 -7%
BAM
179
Belpointe Asset Management
Nevada
$507K +$182K +1,403 +60%
LWA
180
Lineweaver Wealth Advisors
Ohio
$502K -$6.1K -47 -1%
VA
181
Valmark Advisers
Ohio
$498K -$49.3K -380 -9%
LDFR
182
Lehman & Derafelo Financial Resources
Pennsylvania
$493K -$33.5K -258 -7%
CA
183
CoreCap Advisors
Michigan
$490K +$469K +3,617 New
CA
184
Claro Advisors
Massachusetts
$487K +$467K +3,597 New
Northern Trust
185
Northern Trust
Illinois
$473K -$64.9K -500 -13%
PIM
186
Parker Investment Management
California
$464K -$739K -5,696 -62%
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$464K +$6.36K +49 +1%
CFA
188
Cahill Financial Advisors
Minnesota
$448K +$110K +844 +34%
EWM
189
Empirical Wealth Management
Washington
$436K +$172K +1,324 +70%
CPO
190
Cerity Partners OCIO
New York
$429K -$253K -1,950 -38%
T
191
TCWP
Ohio
$422K +$405K +3,119 New
CA
192
Cetera Advisors
Colorado
$421K +$403K +3,107 New
SWA
193
Stratos Wealth Advisors
Ohio
$414K +$58.9K +454 +17%
IA
194
IAM Advisory
Pennsylvania
$413K -$10.6K -82 -2%
BFG
195
Beacon Financial Group
Texas
$409K
RIA
196
Realta Investment Advisors
Delaware
$409K +$136K +1,051 +53%
BFPW
197
BOK Financial Private Wealth
Colorado
$401K +$384K +2,960 New
AW
198
ACG Wealth
Georgia
$390K +$12.1K +93 +3%
AWG
199
Altus Wealth Group
Colorado
$388K +$29.6K +228 +9%
AWE
200
Avidian Wealth Enterprises
Texas
$387K +$371K +2,858 New

FTEC Hedge Fund Activity: Q4 2021 in Review

347 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2021, worth a combined $1.6B — up 16% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FTEC positions and 26 closed out — a net gain of 50 holders — while 105 added to existing stakes and 110 trimmed.

The largest buyer was Lido Advisors, adding an estimated $21.9M. The largest seller was Brookstone Capital Management, cutting an estimated $12.1M.

  • 347 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2021, up from 304 in Q3 2021.
  • Funds reported $1.6B of Fidelity MSCI Information Technology Index ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 76 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2021 and 26 closed out, a net change of +50 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2021 was Lido Advisors, an estimated $21.9M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2021 was Brookstone Capital Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2021.