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Fidelity MSCI Information Technology Index ETF

347 hedge funds and large institutions have $1.6B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 105 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

122% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $898K

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

16% more capital invested

Capital invested by funds: $1.37B → $1.6B (+$222M)

14% more funds holding

Funds holding: 304347 (+43)

0.1% more ownership

Funds ownership: 22.29%22.4% (+0.1%)

5% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 110

Holders
347
Holders Change
+43
Holders Change %
+14.14%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.23%
New
76
Increased
105
Reduced
110
Closed
26
Calls
$1.99M
Puts
$898K
Net Calls
+$1.09M
Net Calls Change
+$701K
Name Holding Trade Value Shares
Change
Change in
Stake
LG
201
Leuthold Group
Minnesota
$384K +$368K +2,837 New
TP
202
Tranquility Partners
Tennessee
$380K
T
203
TNF
Montana
$379K +$42.3K +326 +12%
WAOTB
204
Wealth Advisors of Tampa Bay
Florida
$379K +$363K +2,800 New
MW
205
Milestone Wealth
New York
$378K +$362K +2,791 New
ICG
206
InterOcean Capital Group
Tennessee
$368K -$10.1K -78 -3%
VFA
207
Valeo Financial Advisors
Indiana
$363K
BCI
208
Brinker Capital Investments
Pennsylvania
$357K +$342K +2,637 New
ZIMP
209
Zimmermann Investment Management & Planning
Pennsylvania
$357K +$343K +2,640 New
MCM
210
MAI Capital Management
Ohio
$355K -$27.6K -213 -8%
KWA
211
KCS Wealth Advisory
California
$349K +$45K +347 +16%
MCC
212
Money Concepts Capital
Florida
$345K +$331K +2,550 New
DI
213
DFPG Investments
Utah
$342K -$909 -7 -0.2%
MCM
214
Magnolia Capital Management
New York
$342K +$57.8K +445 +21%
CSWG
215
Cardinal Strategic Wealth Guidance
Kentucky
$340K +$326K +2,512 New
FCA
216
FLC Capital Advisors
California
$339K -$634K -4,886 -66%
WA
217
WBH Advisory
Maryland
$339K
CWM
218
Calamos Wealth Management
Illinois
$338K
EIA
219
Eldridge Investment Advisors
New Hampshire
$336K
ATC
220
Adirondack Trust Company
New York
$335K
SPI
221
Sutton Place Investors
New York
$333K +$319K +2,461 New
SGI
222
Summit Global Investments
Utah
$325K
RCWM
223
Royal Capital Wealth Management
Indiana
$324K +$310K +2,391 New
LA
224
LexAurum Advisors
Kansas
$316K -$157K -1,207 -34%
AA
225
Apriem Advisors
California
$311K -$117K -900 -28%

FTEC Hedge Fund Activity: Q4 2021 in Review

347 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2021, worth a combined $1.6B — up 16% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FTEC positions and 26 closed out — a net gain of 50 holders — while 105 added to existing stakes and 110 trimmed.

The largest buyer was Lido Advisors, adding an estimated $21.9M. The largest seller was Brookstone Capital Management, cutting an estimated $12.1M.

  • 347 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2021, up from 304 in Q3 2021.
  • Funds reported $1.6B of Fidelity MSCI Information Technology Index ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 76 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2021 and 26 closed out, a net change of +50 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2021 was Lido Advisors, an estimated $21.9M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2021 was Brookstone Capital Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2021.