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Fidelity MSCI Information Technology Index ETF

332 hedge funds and large institutions have $1.39B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 108 increasing their positions, 133 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $492K

0.81% more ownership

Funds ownership: 22.4%23.2% (+0.81%)

4% less funds holding

Funds holding: 347332 (-15)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

13% less capital invested

Capital invested by funds: $1.6B → $1.39B (-$207M)

19% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 133

25% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 48

Holders
332
Holders Change
-15
Holders Change %
-4.32%
% of All Funds
5.24%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
36
Increased
108
Reduced
133
Closed
48
Calls
$1.71M
Puts
$492K
Net Calls
+$1.22M
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$446K +$24.3K +200 +6%
CP
177
Capital Planning
Washington
$433K -$262K -2,157 -38%
Fisher Asset Management
178
Fisher Asset Management
Washington
$432K -$71.7K -591 -14%
KWA
179
KCS Wealth Advisory
California
$419K +$101K +832 +32%
XWM
180
Xcel Wealth Management
Florida
$418K -$141K -1,160 -25%
CIA
181
Caerus Investment Advisors
Texas
$415K
IA
182
IAM Advisory
Pennsylvania
$398K +$2.67K +22 +0.7%
LG
183
Leuthold Group
Minnesota
$392K +$42.2K +348 +12%
Jane Street
184
Jane Street
New York
$391K +$385K +3,173 New
VA
185
Valmark Advisers
Ohio
$386K -$66.2K -546 -15%
FP
186
Financial Perspectives
Minnesota
$384K +$144K +1,190 +62%
WA
187
WBH Advisory
Maryland
$381K +$104K +859 +34%
MW
188
Milestone Wealth
New York
$378K
DI
189
DFPG Investments
Utah
$367K +$41.7K +344 +12%
BFG
190
Beacon Financial Group
Texas
$366K -$7.52K -62 -2%
OPS
191
Orion Portfolio Solutions
Nebraska
$366K +$361K +2,973 New
VFA
192
Valeo Financial Advisors
Indiana
$353K +$22.7K +187 +7%
MCM
193
Magnolia Capital Management
New York
$347K +$35.8K +295 +12%
TP
194
Tranquility Partners
Tennessee
$346K
WAOTB
195
Wealth Advisors of Tampa Bay
Florida
$345K
EWA
196
Exencial Wealth Advisors
Oklahoma
$345K +$118K +972 +53%
CL
197
CPWM LLC
Washington
$345K +$340K +2,799 New
AWG
198
Altus Wealth Group
Colorado
$339K -$13K -107 -4%
ICG
199
InterOcean Capital Group
Tennessee
$338K +$3.52K +29 +1%
BPA
200
Beacon Pointe Advisors
California
$336K +$53.3K +439 +19%

FTEC Hedge Fund Activity: Q1 2022 in Review

332 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2022, worth a combined $1.39B — down 13% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of FTEC and 36 opened new positions — a net loss of 12 holders — while 133 trimmed existing stakes and 108 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $136M. The largest seller was Charles Schwab, cutting an estimated $28.3M.

  • 332 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2022, down from 347 in Q4 2021.
  • Funds reported $1.39B of Fidelity MSCI Information Technology Index ETF stock for Q1 2022, down 13% quarter-over-quarter.
  • 36 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2022 and 48 closed out, a net change of -12 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $136M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2022 was Charles Schwab, an estimated $28.3M sold.

Based on aggregated 13F filings for Q1 2022.