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Fidelity MSCI Information Technology Index ETF

332 hedge funds and large institutions have $1.39B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 108 increasing their positions, 133 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $492K

0.81% more ownership

Funds ownership: 22.4%23.2% (+0.81%)

4% less funds holding

Funds holding: 347332 (-15)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

13% less capital invested

Capital invested by funds: $1.6B → $1.39B (-$207M)

19% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 133

25% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 48

Holders
332
Holders Change
-15
Holders Change %
-4.32%
% of All Funds
5.24%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
36
Increased
108
Reduced
133
Closed
48
Calls
$1.71M
Puts
$492K
Net Calls
+$1.22M
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Cetera Advisors
Colorado
$334K -$48K -396 -13%
BCI
202
Brinker Capital Investments
Pennsylvania
$333K +$8.01K +66 +3%
T
203
TNF
Montana
$332K +$6.31K +52 +2%
CA
204
CoreCap Advisors
Michigan
$329K -$114K -942 -26%
LA
205
LexAurum Advisors
Kansas
$329K +$40.6K +335 +14%
EWM
206
Empirical Wealth Management
Washington
$324K -$71.7K -591 -18%
SFA
207
Sequoia Financial Advisors
Ohio
$316K +$311K +2,567 New
CFA
208
Cahill Financial Advisors
Minnesota
$314K -$92.1K -759 -23%
BSW
209
Buckingham Strategic Wealth
Missouri
$313K +$72.8K +600 +31%
ERWM
210
Elk River Wealth Management
Colorado
$312K +$99.6K +821 +48%
CSWG
211
Cardinal Strategic Wealth Guidance
Kentucky
$309K
AW
212
ACG Wealth
Georgia
$308K -$45.9K -378 -13%
CWM
213
Calamos Wealth Management
Illinois
$307K
EIA
214
Eldridge Investment Advisors
New Hampshire
$306K
ATC
215
Adirondack Trust Company
New York
$305K
WWM
216
Western Wealth Management
Colorado
$296K -$417K -3,437 -59%
RCWM
217
Royal Capital Wealth Management
Indiana
$295K +$485 +4 +0.2%
ZIMP
218
Zimmermann Investment Management & Planning
Pennsylvania
$284K -$40.4K -333 -13%
IA
219
IFP Advisors
Florida
$284K +$9.22K +76 +2%
AA
220
Apriem Advisors
California
$283K
SPI
221
Sutton Place Investors
New York
$281K +$11K +91 +4%
IRC
222
Investors Research Corp
Georgia
$279K +$77.3K +637 +39%
LWM
223
Lyell Wealth Management
California
$278K +$485 +4 +0.2%
AIA
224
Acute Investment Advisory
Arizona
$271K +$36K +297 +16%
FWM
225
Fingerlakes Wealth Management
New York
$271K +$267K +2,201 New

FTEC Hedge Fund Activity: Q1 2022 in Review

332 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2022, worth a combined $1.39B — down 13% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of FTEC and 36 opened new positions — a net loss of 12 holders — while 133 trimmed existing stakes and 108 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $136M. The largest seller was Charles Schwab, cutting an estimated $28.3M.

  • 332 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2022, down from 347 in Q4 2021.
  • Funds reported $1.39B of Fidelity MSCI Information Technology Index ETF stock for Q1 2022, down 13% quarter-over-quarter.
  • 36 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2022 and 48 closed out, a net change of -12 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $136M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2022 was Charles Schwab, an estimated $28.3M sold.

Based on aggregated 13F filings for Q1 2022.