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Fidelity MSCI Information Technology Index ETF

298 hedge funds and large institutions have $948M invested in Fidelity MSCI Information Technology Index ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $374K

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.74% less ownership

Funds ownership: 20.86%20.12% (-0.74%)

4% less funds holding

Funds holding: 309298 (-11)

10% less capital invested

Capital invested by funds: $1.05B → $948M (-$103M)

16% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 110

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

Holders
298
Holders Change
-11
Holders Change %
-3.56%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
24
Increased
92
Reduced
110
Closed
33
Calls
$2.21M
Puts
$374K
Net Calls
+$1.84M
Net Calls Change
+$417K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
176
BCS Wealth Management
Tennessee
$343K
IRC
177
Investors Research Corp
Georgia
$342K +$75.3K +724 +24%
AF
178
Advisornet Financial
Minnesota
$332K -$32.7K -314 -8%
WJA
179
Willis Johnson & Associates
Texas
$332K +$380K +3,650 New
XWM
180
Xcel Wealth Management
Florida
$328K +$17.8K +171 +5%
MWM
181
Meridian Wealth Management
Kentucky
$322K +$86.8K +835 +31%
LDFR
182
Lehman & Derafelo Financial Resources
Pennsylvania
$314K -$25K -240 -6%
AWG
183
Altus Wealth Group
Colorado
$312K
CIBC Private Wealth Group
184
CIBC Private Wealth Group
Georgia
$306K -$5.1K -49 -1%
AIP
185
Ahrens Investment Partners
Louisiana
$303K +$728 +7 +0.2%
CA
186
Claro Advisors
Massachusetts
$301K
DI
187
DFPG Investments
Utah
$300K +$104 +1 +0%
LA
188
LexAurum Advisors
Kansas
$299K +$22.9K +220 +7%
PP
189
PFS Partners
New Jersey
$289K -$104K -1,001 -24%
SPFA
190
Summit Place Financial Advisors
New Jersey
$286K
EWM
191
Empirical Wealth Management
Washington
$284K +$324K +3,120 New
FP
192
Financial Perspectives
Minnesota
$284K
LWA
193
Lineweaver Wealth Advisors
Ohio
$271K -$6.03K -58 -2%
VFA
194
Valeo Financial Advisors
Indiana
$262K +$20.9K +201 +7%
WA
195
WBH Advisory
Maryland
$258K -$38.6K -371 -12%
TP
196
Tranquility Partners
Tennessee
$255K
CL
197
CPWM LLC
Washington
$255K +$61.3K +589 +27%
MW
198
Milestone Wealth
New York
$254K
T
199
TNF
Montana
$245K -$28.9K -278 -9%
FRA
200
Frank Rimerman Advisors
California
$244K +$12.1M +116,356 New

FTEC Hedge Fund Activity: Q3 2022 in Review

298 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q3 2022, worth a combined $948M — down 9.8% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of FTEC and 24 opened new positions — a net loss of 9 holders — while 110 trimmed existing stakes and 92 added.

The largest buyer was Frank Rimerman Advisors, opening a new position worth an estimated $12.1M. The largest seller was Charles Schwab, cutting an estimated $30.8M.

  • 298 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q3 2022, down from 309 in Q2 2022.
  • Funds reported $948M of Fidelity MSCI Information Technology Index ETF stock for Q3 2022, down 9.8% quarter-over-quarter.
  • 24 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q3 2022 and 33 closed out, a net change of -9 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q3 2022 was Frank Rimerman Advisors, an estimated $12.1M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q3 2022 was Charles Schwab, an estimated $30.8M sold.

Based on aggregated 13F filings for Q3 2022.