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Fidelity MSCI Information Technology Index ETF

335 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 118 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,077% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $57K

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

15% more capital invested

Capital invested by funds: $1.02B → $1.18B (+$154M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4% more funds holding

Funds holding: 323335 (+12)

0.23% more ownership

Funds ownership: 20.81%21.04% (+0.23%)

6% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 118

Holders
335
Holders Change
+12
Holders Change %
+3.72%
% of All Funds
5.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
47
Increased
111
Reduced
118
Closed
25
Calls
$2.95M
Puts
$57K
Net Calls
+$2.89M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
176
Lodestone Wealth Management
Washington
$486K -$314 -3 -0.1%
Franklin Resources
177
Franklin Resources
California
$480K
XWM
178
Xcel Wealth Management
Florida
$480K +$41K +392 +10%
Fisher Asset Management
179
Fisher Asset Management
Washington
$472K -$108K -1,035 -20%
CIA
180
Caerus Investment Advisors
Texas
$460K +$422K +4,039 New
M1FG
181
Mach-1 Financial Group
Arkansas
$456K +$418 +4 New
SOS
182
Silver Oak Securities
Tennessee
$451K -$35.2K -337 -8%
Belvedere Trading
183
Belvedere Trading
Illinois
$450K -$27K -258 -6%
CWM
184
Congress Wealth Management
Massachusetts
$447K -$57.8K -553 -12%
AIP
185
Almanack Investment Partners
Pennsylvania
$441K -$36.3K -347 -8%
CA
186
Cetera Advisors
Colorado
$438K +$402K +3,844 New
Corient Private Wealth
187
Corient Private Wealth
Florida
$432K +$25.9K +248 +7%
VA
188
Valmark Advisers
Ohio
$426K -$21.6K -207 -5%
UCFA
189
United Capital Financial Advisors
Texas
$421K -$142K -1,355 -27%
GCM
190
Gallacher Capital Management
Colorado
$414K -$514K -4,920 -58%
CIA
191
Cape Investment Advisory
Georgia
$410K +$376K +3,599 New
AF
192
Advisornet Financial
Minnesota
$396K -$9.31K -89 -2%
AWE
193
Avidian Wealth Enterprises
Texas
$385K +$354K +3,381 New
MWM
194
Mission Wealth Management
California
$384K -$13.7K -131 -4%
PCS
195
Personal CFO Solutions
New Jersey
$382K -$105 -1 -0%
MHB
196
Midwest Heritage Bank
Iowa
$382K -$184K -1,760 -34%
RPGK
197
Retirement Planning Group (Kansas)
Kansas
$380K -$32.9K -315 -9%
RF
198
RHS Financial
California
$379K +$123K +1,179 +55%
HF
199
HRT Financial
New York
$378K -$2.45M -23,443 -88%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$375K +$257K +2,461 +295%

FTEC Hedge Fund Activity: Q1 2023 in Review

335 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2023, worth a combined $1.18B — up 15% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FTEC positions and 25 closed out — a net gain of 22 holders — while 111 added to existing stakes and 118 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $13.6M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $7.38M.

  • 335 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2023, up from 323 in Q4 2022.
  • Funds reported $1.18B of Fidelity MSCI Information Technology Index ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 47 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2023 and 25 closed out, a net change of +22 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2023 was Portfolio Strategies, an estimated $13.6M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $7.38M sold.

Based on aggregated 13F filings for Q1 2023.