We are live on ! Find out more
FTEC icon

Fidelity MSCI Information Technology Index ETF

419 hedge funds and large institutions have $1.91B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 133 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,995% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $215K

161% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 33

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

21% more capital invested

Capital invested by funds: $1.58B → $1.91B (+$333M)

13% more funds holding

Funds holding: 371419 (+48)

12% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 119

0.18% more ownership

Funds ownership: 22.86%23.03% (+0.18%)

Holders
419
Holders Change
+48
Holders Change %
+12.94%
% of All Funds
6.11%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
86
Increased
133
Reduced
119
Closed
33
Calls
$8.8M
Puts
$215K
Net Calls
+$8.59M
Net Calls Change
+$6.97M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
176
Belpointe Asset Management
Nevada
$710K +$256K +1,936 +64%
HI
177
Harbour Investments
Wisconsin
$707K -$33.5K -253 -5%
IRC
178
Investors Research Corp
Georgia
$702K +$32.2K +243 +5%
Corient Private Wealth
179
Corient Private Wealth
Florida
$693K +$83.7K +632 +15%
WN
180
Williams & Novak
California
$689K +$635K +4,798 New
SF
181
Safeguard Financial
Wisconsin
$669K -$10.5K -79 -2%
DC
182
Davenport & Co
Virginia
$664K +$237K +1,791 +63%
DWP
183
Daymark Wealth Partners
Ohio
$660K -$70.1K -529 -10%
JCFM
184
JBR Co Financial Management
Oklahoma
$647K +$596K +4,501 New
IA
185
IFP Advisors
Florida
$636K -$413K -3,115 -41%
EWA
186
EP Wealth Advisors
California
$628K
T. Rowe Price Associates
187
T. Rowe Price Associates
Maryland
$618K
PS
188
Principal Securities
Iowa
$617K +$569K +4,298 New
Franklin Resources
189
Franklin Resources
California
$605K
AWE
190
Avidian Wealth Enterprises
Texas
$591K +$97.3K +735 +22%
CIA
191
Caerus Investment Advisors
Texas
$580K +$535K +4,039 New
VAG
192
VisionPoint Advisory Group
Texas
$579K +$533K +4,028 New
HR
193
Hardy Reed
Mississippi
$576K -$61.4K -464 -10%
FEM
194
Fulcrum Equity Management
Texas
$575K +$530K +4,004 New
MWM
195
Meridian Wealth Management
Kentucky
$575K -$328K -2,480 -38%
RWA
196
River Wealth Advisors
Pennsylvania
$555K -$4.5K -34 -0.9%
SVWAG
197
Sound View Wealth Advisors Group
Georgia
$552K +$26.5K +200 +5%
EFS
198
Essex Financial Services
Connecticut
$548K +$35.1K +265 +7%
Comerica Bank
199
Comerica Bank
Texas
$548K -$3.05K -23 -0.6%
PCIA
200
Prime Capital Investment Advisors
Kansas
$546K +$48.1K +363 +11%

FTEC Hedge Fund Activity: Q4 2023 in Review

419 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2023, worth a combined $1.91B — up 21% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new FTEC positions and 33 closed out — a net gain of 53 holders — while 133 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.4M. The largest seller was Full Sail Capital, cutting an estimated $26.5M.

  • 419 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2023, up from 371 in Q3 2023.
  • Funds reported $1.91B of Fidelity MSCI Information Technology Index ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 86 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2023 and 33 closed out, a net change of +53 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $35.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2023 was Full Sail Capital, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2023.