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Fidelity MSCI Information Technology Index ETF

323 hedge funds and large institutions have $1.02B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

590% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $293K

136% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 25

8% more funds holding

Funds holding: 298323 (+25)

8% more capital invested

Capital invested by funds: $948M → $1.02B (+$76.3M)

0.69% more ownership

Funds ownership: 20.12%20.81% (+0.69%)

10% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 111

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
323
Holders Change
+25
Holders Change %
+8.39%
% of All Funds
5.19%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
59
Increased
100
Reduced
111
Closed
25
Calls
$2.02M
Puts
$293K
Net Calls
+$1.73M
Net Calls Change
-$106K
Name Holding Trade Value Shares
Change
Change in
Stake
TCMP
201
Thrive Capital Management (Pennsylvania)
Pennsylvania
$271K -$91.7K -950 -25%
IAG
202
Ipsen Advisor Group
Arkansas
$271K +$277K +2,864 New
SG
203
Stonnington Group
California
$268K +$269K +2,781 New
AWG
204
Altus Wealth Group
Colorado
$266K +$17.5K +181 +7%
TP
205
Tranquility Partners
Tennessee
$265K
LDFR
206
Lehman & Derafelo Financial Resources
Pennsylvania
$265K -$62.8K -650 -19%
BWA
207
Beam Wealth Advisors
Louisiana
$264K -$303K -3,138 -53%
LWA
208
Lineweaver Wealth Advisors
Ohio
$262K -$21.1K -219 -7%
LA
209
LexAurum Advisors
Kansas
$260K -$51.3K -531 -16%
AIP
210
Ahrens Investment Partners
Louisiana
$258K -$58.3K -604 -18%
BCI
211
Brinker Capital Investments
Pennsylvania
$245K -$1.54K -16 -0.6%
ACP
212
Aveo Capital Partners
Colorado
$243K +$248K +2,573 New
MCM
213
Magnolia Capital Management
New York
$240K
MSWM
214
McGlone Suttner Wealth Management
Wisconsin
$239K +$244K +2,525 New
EWM
215
Empirical Wealth Management
Washington
$238K -$58K -601 -19%
CWM
216
Calamos Wealth Management
Illinois
$236K
MA
217
MKT Advisors
California
$232K
CA
218
CoreCap Advisors
Michigan
$231K +$2.32K +24 +1%
TSS
219
Two Sigma Securities
New York
$230K +$235K +2,429 New
GJIA
220
Glass Jacobson Investment Advisors
Maryland
$224K +$229K +2,372 New
EIA
221
Eldridge Investment Advisors
New Hampshire
$220K -$2.41K -25 -1%
AA
222
Apriem Advisors
California
$217K
ATC
223
Adirondack Trust Company
New York
$217K -$8.69K -90 -4%
LGA
224
Lebenthal Global Advisors
New York
$210K +$214K +2,221 New
LWM
225
LJI Wealth Management
Indiana
$209K +$214K +2,213 New

FTEC Hedge Fund Activity: Q4 2022 in Review

323 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2022, worth a combined $1.02B — up 8.1% from $948M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FTEC positions and 25 closed out — a net gain of 34 holders — while 100 added to existing stakes and 111 trimmed.

The largest buyer was Charles Schwab, adding an estimated $13M. The largest seller was Madrona Financial Services, exiting entirely with an estimated $5.02M sold.

  • 323 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2022, up from 298 in Q3 2022.
  • Funds reported $1.02B of Fidelity MSCI Information Technology Index ETF stock for Q4 2022, up 8.1% quarter-over-quarter.
  • 59 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2022 and 25 closed out, a net change of +34 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2022 was Charles Schwab, an estimated $13M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2022 was Madrona Financial Services, an estimated $5.02M sold.

Based on aggregated 13F filings for Q4 2022.