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Fidelity MSCI Information Technology Index ETF

430 hedge funds and large institutions have $2.27B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 161 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $3.58M | Put options by funds: $1.03M

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

25% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 129

19% more capital invested

Capital invested by funds: $1.91B → $2.27B (+$363M)

3% more funds holding

Funds holding: 419430 (+11)

0.58% more ownership

Funds ownership: 23.03%23.61% (+0.58%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
430
Holders Change
+11
Holders Change %
+2.63%
% of All Funds
6.19%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
52
Increased
161
Reduced
129
Closed
36
Calls
$3.58M
Puts
$1.03M
Net Calls
+$2.56M
Net Calls Change
-$6.04M
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
176
Investors Research Corp
Georgia
$800K +$36.7K +244 +5%
AIP
177
Almanack Investment Partners
Pennsylvania
$776K -$3.01K -20 -0.4%
AWM
178
AE Wealth Management
Kansas
$750K -$5.6M -37,194 -89%
HI
179
Harbour Investments
Wisconsin
$740K -$26.2K -174 -4%
AAS
180
Avantax Advisory Services
Texas
$739K -$272K -1,809 -28%
RA
181
Rational Advisors
New York
$734K -$295K -1,961 -29%
BAM
182
Belpointe Asset Management
Nevada
$730K -$39.3K -261 -5%
SF
183
Safeguard Financial
Wisconsin
$726K +$151 +1 +0%
VAG
184
VisionPoint Advisory Group
Texas
$720K +$88.7K +589 +15%
EWA
185
EP Wealth Advisors
California
$715K +$31.8K +211 +5%
WN
186
Williams & Novak
California
$689K
DWP
187
Daymark Wealth Partners
Ohio
$685K -$29.8K -198 -4%
EFS
188
Essex Financial Services
Connecticut
$674K +$76.5K +508 +13%
T. Rowe Price Associates
189
T. Rowe Price Associates
Maryland
$671K
SWM
190
SeaCrest Wealth Management
New York
$661K +$190K +1,261 +42%
Franklin Resources
191
Franklin Resources
California
$657K
PS
192
Principal Securities
Iowa
$649K -$20.5K -136 -3%
AWE
193
Avidian Wealth Enterprises
Texas
$645K +$3.01K +20 +0.5%
CAM
194
Creekmur Asset Management
Illinois
$632K -$1.06M -7,047 -63%
MWM
195
Mission Wealth Management
California
$628K +$151K +1,000 +33%
FEM
196
Fulcrum Equity Management
Texas
$625K +$1.35K +9 +0.2%
HR
197
Hardy Reed
Mississippi
$625K
MWM
198
Meridian Wealth Management
Kentucky
$624K +$753 +5 +0.1%
CW
199
CreativeOne Wealth
Kansas
$622K +$75.3K +500 +14%
BWM
200
Birchcreek Wealth Management
Ohio
$620K -$308K -2,042 -34%

FTEC Hedge Fund Activity: Q1 2024 in Review

430 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2024, worth a combined $2.27B — up 19% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FTEC positions and 36 closed out — a net gain of 16 holders — while 161 added to existing stakes and 129 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $190M. The largest seller was Morgan Stanley, cutting an estimated $36.2M.

  • 430 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2024, up from 419 in Q4 2023.
  • Funds reported $2.27B of Fidelity MSCI Information Technology Index ETF stock for Q1 2024, up 19% quarter-over-quarter.
  • 52 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2024 and 36 closed out, a net change of +16 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2024 was Churchill Management, an estimated $190M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2024.