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Fidelity MSCI Information Technology Index ETF

298 hedge funds and large institutions have $948M invested in Fidelity MSCI Information Technology Index ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $374K

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.74% less ownership

Funds ownership: 20.86%20.12% (-0.74%)

4% less funds holding

Funds holding: 309298 (-11)

10% less capital invested

Capital invested by funds: $1.05B → $948M (-$103M)

16% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 110

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

Holders
298
Holders Change
-11
Holders Change %
-3.56%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
24
Increased
92
Reduced
110
Closed
33
Calls
$2.21M
Puts
$374K
Net Calls
+$1.84M
Net Calls Change
+$417K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
201
Brinker Capital Investments
Pennsylvania
$237K -$2.08K -20 -0.8%
MWM
202
Mission Wealth Management
California
$234K +$268K +2,575 New
AW
203
ACG Wealth
Georgia
$232K +$4.78K +46 +2%
MCM
204
Magnolia Capital Management
New York
$231K -$29.1K -280 -10%
VA
205
Valmark Advisers
Ohio
$230K -$31.6K -304 -11%
CWM
206
Calamos Wealth Management
Illinois
$227K
EFS
207
Essex Financial Services
Connecticut
$221K -$28.6K -275 -10%
CA
208
CoreCap Advisors
Michigan
$220K -$520 -5 -0.2%
IAG
209
Investmark Advisory Group
Connecticut
$218K +$312 +3 +0.1%
ATC
210
Adirondack Trust Company
New York
$217K -$9.36K -90 -4%
MA
211
MKT Advisors
California
$215K
SF
212
Safeguard Financial
Wisconsin
$214K -$8.84K -85 -3%
EIA
213
Eldridge Investment Advisors
New Hampshire
$214K
IDA
214
Intelligence Driven Advisers
California
$210K -$2.94M -28,308 -93%
AA
215
Apriem Advisors
California
$209K
SC
216
SouthState Corp
Florida
$186K +$52K +500 +32%
AF
217
Allworth Financial
California
$173K -$45.6K -438 -19%
MHR
218
Matthew Hamilton Rosenberg
$170K
JP Morgan Chase
219
JP Morgan Chase
New York
$168K -$4.52M -43,459 -96%
IAIM
220
International Assets Investment Management
Florida
$164K +$187K +1,801 New
GRP
221
Global Retirement Partners
California
$136K -$4.68K -45 -3%
PO
222
Private Ocean
California
$135K +$50.4K +485 +49%
CF
223
Centaurus Financial
California
$134K -$18.4K -177 -11%
HWMA
224
Heritage Wealth Management (Arizona)
Arizona
$134K -$9.26K -89 -6%
CFB
225
Cullen/Frost Bankers
Texas
$133K

FTEC Hedge Fund Activity: Q3 2022 in Review

298 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q3 2022, worth a combined $948M — down 9.8% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of FTEC and 24 opened new positions — a net loss of 9 holders — while 110 trimmed existing stakes and 92 added.

The largest buyer was Frank Rimerman Advisors, opening a new position worth an estimated $12.1M. The largest seller was Charles Schwab, cutting an estimated $30.8M.

  • 298 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q3 2022, down from 309 in Q2 2022.
  • Funds reported $948M of Fidelity MSCI Information Technology Index ETF stock for Q3 2022, down 9.8% quarter-over-quarter.
  • 24 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q3 2022 and 33 closed out, a net change of -9 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q3 2022 was Frank Rimerman Advisors, an estimated $12.1M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q3 2022 was Charles Schwab, an estimated $30.8M sold.

Based on aggregated 13F filings for Q3 2022.