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Fidelity MSCI Information Technology Index ETF

323 hedge funds and large institutions have $1.02B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

590% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $293K

136% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 25

8% more funds holding

Funds holding: 298323 (+25)

8% more capital invested

Capital invested by funds: $948M → $1.02B (+$76.3M)

0.69% more ownership

Funds ownership: 20.12%20.81% (+0.69%)

10% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 111

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
323
Holders Change
+25
Holders Change %
+8.39%
% of All Funds
5.19%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
59
Increased
100
Reduced
111
Closed
25
Calls
$2.02M
Puts
$293K
Net Calls
+$1.73M
Net Calls Change
-$106K
Name Holding Trade Value Shares
Change
Change in
Stake
Belvedere Trading
176
Belvedere Trading
Illinois
$398K +$406K +4,206 New
VA
177
Valmark Advisers
Ohio
$373K +$136K +1,413 +56%
WJA
178
Willis Johnson & Associates
Texas
$369K +$24.3K +252 +7%
DI
179
DFPG Investments
Utah
$367K +$55.9K +579 +18%
MWM
180
Mascoma Wealth Management
New Hampshire
$362K -$1.05M -10,883 -74%
XWM
181
Xcel Wealth Management
Florida
$361K +$20.7K +214 +6%
RPGK
182
Retirement Planning Group (Kansas)
Kansas
$345K +$353K +3,652 New
FTS
183
Fifth Third Securities
Ohio
$338K -$87K -901 -20%
AF
184
Advisornet Financial
Minnesota
$337K -$8.21K -85 -2%
Corient Private Wealth
185
Corient Private Wealth
Florida
$335K +$342K +3,544 New
RSWM
186
Robertson Stephens Wealth Management
California
$334K +$341K +3,530 New
MWM
187
Mission Wealth Management
California
$331K +$89.7K +929 +36%
IAIM
188
International Assets Investment Management
Florida
$331K +$439K +4,543 +252%
IA
189
IFP Advisors
Florida
$330K -$16.4K -170 -3%
Bank of New York Mellon
190
Bank of New York Mellon
New York
$325K +$332K +3,437 New
BAAM
191
Baker Avenue Asset Management
California
$325K +$332K +3,436 New
SWA
192
Stratos Wealth Advisors
Ohio
$322K -$66.1K -685 -17%
T
193
TNF
Montana
$321K +$30.1K +312 +12%
PCS
194
Personal CFO Solutions
New Jersey
$317K -$3.86M -39,983 -92%
MWM
195
Meridian Wealth Management
Kentucky
$305K -$30.9K -320 -9%
FIM
196
Freedom Investment Management
Connecticut
$304K -$343K -3,551 -52%
CA
197
Claro Advisors
Massachusetts
$295K +$483 +5 +0.2%
SF
198
Safeguard Financial
Wisconsin
$289K +$67.7K +701 +30%
VFA
199
Valeo Financial Advisors
Indiana
$283K +$11K +114 +4%
HWMA
200
Heritage Wealth Management (Arizona)
Arizona
$275K +$139K +1,437 +97%

FTEC Hedge Fund Activity: Q4 2022 in Review

323 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2022, worth a combined $1.02B — up 8.1% from $948M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FTEC positions and 25 closed out — a net gain of 34 holders — while 100 added to existing stakes and 111 trimmed.

The largest buyer was Charles Schwab, adding an estimated $13M. The largest seller was Madrona Financial Services, exiting entirely with an estimated $5.02M sold.

  • 323 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2022, up from 298 in Q3 2022.
  • Funds reported $1.02B of Fidelity MSCI Information Technology Index ETF stock for Q4 2022, up 8.1% quarter-over-quarter.
  • 59 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2022 and 25 closed out, a net change of +34 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2022 was Charles Schwab, an estimated $13M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2022 was Madrona Financial Services, an estimated $5.02M sold.

Based on aggregated 13F filings for Q4 2022.