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Fidelity MSCI Information Technology Index ETF

298 hedge funds and large institutions have $1.38B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $883K

19% more capital invested

Capital invested by funds: $1.15B → $1.38B (+$223M)

1.1% more ownership

Funds ownership: 22.06%23.16% (+1.1%)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

1% less funds holding

Funds holding: 302298 (-4)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

17% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 121

Holders
298
Holders Change
-4
Holders Change %
-1.32%
% of All Funds
5.19%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
28
Increased
100
Reduced
121
Closed
30
Calls
$1.39M
Puts
$883K
Net Calls
+$507K
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
201
GSA Capital Partners
United Kingdom
$298K +$62.4K +560 +28%
EIA
202
Eldridge Investment Advisors
New Hampshire
$293K -$18.9K -170 -6%
ATC
203
Adirondack Trust Company
New York
$292K +$40.1K +360 +17%
SGI
204
Summit Global Investments
Utah
$283K
CTA
205
Colonial Trust Advisors
South Carolina
$282K
LGA
206
Lebenthal Global Advisors
New York
$281K
FFA
207
First Foundation Advisors
California
$276K +$37.1K +333 +17%
EWA
208
Exencial Wealth Advisors
Oklahoma
$264K -$11.8K -106 -5%
KWA
209
KCS Wealth Advisory
California
$257K +$243K +2,184 New
LWM
210
Loveless Wealth Management
Montana
$254K +$240K +2,155 New
CAC
211
Certified Advisory Corp
Florida
$250K +$9.81K +88 +4%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$249K +$40.2K +361 +21%
IAA
213
Independent Advisor Alliance
North Carolina
$249K +$236K +2,117 New
YIH
214
Y-Intercept (HK)
Hong Kong
$247K +$234K +2,096 New
MCM
215
Magnolia Capital Management
New York
$244K
FHA
216
Flagship Harbor Advisors
Massachusetts
$243K +$223 +2 +0.1%
CIAS
217
Capital Investment Advisory Services
North Carolina
$239K -$446 -4 -0.2%
CFD
218
Creative Financial Designs
Indiana
$237K -$149K -1,339 -40%
AWM
219
Avior Wealth Management
Nebraska
$234K -$15K -135 -6%
RCA
220
Reitz Capital Advisors
Michigan
$231K -$276K -2,478 -56%
RIA
221
Realta Investment Advisors
Delaware
$229K +$4.46K +40 +2%
FP
222
Financial Perspectives
Minnesota
$226K -$22.4M -201,260 -99%
SC
223
Slow Capital
California
$225K +$334 +3 +0.2%
EWM
224
Empirical Wealth Management
Washington
$224K
MHR
225
Matthew Hamilton Rosenberg
$222K

FTEC Hedge Fund Activity: Q2 2021 in Review

298 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2021, worth a combined $1.38B — up 19% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FTEC and 28 opened new positions — a net loss of 2 holders — while 121 trimmed existing stakes and 100 added.

The largest buyer was Charles Schwab, adding an estimated $66.4M. The largest seller was Financial Perspectives, cutting an estimated $22.4M.

  • 298 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2021, down from 302 in Q1 2021.
  • Funds reported $1.38B of Fidelity MSCI Information Technology Index ETF stock for Q2 2021, up 19% quarter-over-quarter.
  • 28 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2021 and 30 closed out, a net change of -2 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2021 was Charles Schwab, an estimated $66.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2021 was Financial Perspectives, an estimated $22.4M sold.

Based on aggregated 13F filings for Q2 2021.