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Fidelity MSCI Information Technology Index ETF

309 hedge funds and large institutions have $1.05B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 117 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

446% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $318K

2.35% less ownership

Funds ownership: 23.2%20.86% (-2.3%)

7% less funds holding

Funds holding: 332309 (-23)

24% less capital invested

Capital invested by funds: $1.39B → $1.05B (-$338M)

25% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 117

38% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 53

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
309
Holders Change
-23
Holders Change %
-6.93%
% of All Funds
5.21%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.13%
New
33
Increased
88
Reduced
117
Closed
53
Calls
$1.74M
Puts
$318K
Net Calls
+$1.42M
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Meridian Wealth Management
Kentucky
$261K +$289K +2,708 New
VFA
202
Valeo Financial Advisors
Indiana
$259K -$19.8K -186 -6%
BCI
203
Brinker Capital Investments
Pennsylvania
$254K -$7.99K -75 -3%
CA
204
Cetera Advisors
Colorado
$247K -$16K -150 -6%
SHIM
205
Stone House Investment Management
Pennsylvania
$244K -$2.86M -26,810 -91%
CSWG
206
Cardinal Strategic Wealth Guidance
Kentucky
$242K
AW
207
ACG Wealth
Georgia
$242K +$533 +5 +0.2%
CWM
208
Calamos Wealth Management
Illinois
$241K
RSWM
209
Robertson Stephens Wealth Management
California
$240K +$265K +2,489 New
ATC
210
Adirondack Trust Company
New York
$239K
MA
211
MKT Advisors
California
$235K +$251K +2,360 New
SF
212
Safeguard Financial
Wisconsin
$235K +$260K +2,440 New
CA
213
CoreCap Advisors
Michigan
$234K -$27.1K -254 -9%
WWM
214
Western Wealth Management
Colorado
$233K +$107 +1 +0%
IAG
215
Investmark Advisory Group
Connecticut
$231K +$70.5K +662 +38%
HWM
216
HB Wealth Management
Georgia
$230K +$254K +2,385 New
EIA
217
Eldridge Investment Advisors
New Hampshire
$227K -$14.4K -135 -5%
AF
218
Allworth Financial
California
$226K -$931K -8,739 -79%
PWA
219
Physician Wealth Advisors
Utah
$226K +$26.7K +251 +14%
AA
220
Apriem Advisors
California
$222K
CL
221
CPWM LLC
Washington
$213K -$62.8K -589 -21%
ZIMP
222
Zimmermann Investment Management & Planning
Pennsylvania
$212K -$12.1K -114 -5%
LGA
223
Lebenthal Global Advisors
New York
$206K
MHR
224
Matthew Hamilton Rosenberg
$180K
CF
225
Centaurus Financial
California
$160K -$48.4K -454 -22%

FTEC Hedge Fund Activity: Q2 2022 in Review

309 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2022, worth a combined $1.05B — down 24% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of FTEC and 33 opened new positions — a net loss of 20 holders — while 117 trimmed existing stakes and 88 added.

The largest buyer was Lido Advisors, adding an estimated $15.1M. The largest seller was Envestnet Asset Management, cutting an estimated $16.1M.

  • 309 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2022, down from 332 in Q1 2022.
  • Funds reported $1.05B of Fidelity MSCI Information Technology Index ETF stock for Q2 2022, down 24% quarter-over-quarter.
  • 33 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2022 and 53 closed out, a net change of -20 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2022 was Lido Advisors, an estimated $15.1M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2022.