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Fidelity MSCI Information Technology Index ETF

446 hedge funds and large institutions have $3.35B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 153 increasing their positions, 143 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $4.33M | Put options by funds: $1.33M

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

41% more capital invested

Capital invested by funds: $2.37B → $3.35B (+$983M)

6.76% more ownership

Funds ownership: 22.24%29% (+6.8%)

3% more funds holding

Funds holding: 432446 (+14)

7% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 143

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
446
Holders Change
+14
Holders Change %
+3.24%
% of All Funds
6.4%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
58
Increased
153
Reduced
143
Closed
38
Calls
$4.33M
Puts
$1.33M
Net Calls
+$3M
Net Calls Change
+$772K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
176
ASB Consultores
Florida
$956K +$925K +5,476 New
VWA
177
Visionary Wealth Advisors
Illinois
$953K +$51.7K +306 +6%
LWM
178
Liberty Wealth Management
California
$952K +$7.61K +45 +0.8%
CSPAM
179
Cary Street Partners Asset Management
Virginia
$923K +$894K +5,292 New
SWM
180
SeaCrest Wealth Management
New York
$919K +$143K +845 +19%
JCFM
181
JBR Co Financial Management
Oklahoma
$900K +$56.1K +332 +7%
HI
182
Harbour Investments
Wisconsin
$890K -$676 -4 -0.1%
DWP
183
Daymark Wealth Partners
Ohio
$842K +$80.6K +477 +11%
PP
184
Patron Partners
Texas
$838K +$812K +4,805 New
AFG
185
Atomi Financial Group
New York
$831K +$217K +1,284 +37%
VWM
186
VCI Wealth Management
Missouri
$829K -$1.14M -6,738 -59%
WN
187
Williams & Novak
California
$823K -$13.4K -79 -2%
EWA
188
EP Wealth Advisors
California
$823K +$108K +639 +16%
SFPG
189
Stonebridge Financial Planning Group
Florida
$815K -$102K -603 -11%
TW
190
TrinityPoint Wealth
Connecticut
$806K +$536K +3,169 +218%
AWM
191
AE Wealth Management
Kansas
$795K -$18.9K -112 -2%
Franklin Resources
192
Franklin Resources
California
$762K
FFL
193
Financial Freedom LLC
Ohio
$761K +$169 +1 +0%
AIP
194
Almanack Investment Partners
Pennsylvania
$757K -$75.2K -445 -9%
T. Rowe Price Associates
195
T. Rowe Price Associates
Maryland
$751K
PS
196
Principal Securities
Iowa
$743K -$21.6K -128 -3%
EFS
197
Essex Financial Services
Connecticut
$733K -$61.3K -363 -8%
AWE
198
Avidian Wealth Enterprises
Texas
$731K -$11.3K -67 -2%
William Blair & Company
199
William Blair & Company
Illinois
$730K +$459K +2,717 +185%
SF
200
Safeguard Financial
Wisconsin
$727K -$113K -669 -14%

FTEC Hedge Fund Activity: Q3 2024 in Review

446 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q3 2024, worth a combined $3.35B — up 41% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new FTEC positions and 38 closed out — a net gain of 20 holders — while 153 added to existing stakes and 143 trimmed.

The largest buyer was Bank of America, adding an estimated $420M. The largest seller was Commonwealth Equity Services, cutting an estimated $10.6M.

  • 446 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q3 2024, up from 432 in Q2 2024.
  • Funds reported $3.35B of Fidelity MSCI Information Technology Index ETF stock for Q3 2024, up 41% quarter-over-quarter.
  • 58 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q3 2024 and 38 closed out, a net change of +20 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q3 2024 was Bank of America, an estimated $420M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2024.