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Fidelity MSCI Information Technology Index ETF

335 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 118 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,077% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $57K

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

15% more capital invested

Capital invested by funds: $1.02B → $1.18B (+$154M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4% more funds holding

Funds holding: 323335 (+12)

0.23% more ownership

Funds ownership: 20.81%21.04% (+0.23%)

6% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 118

Holders
335
Holders Change
+12
Holders Change %
+3.72%
% of All Funds
5.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
47
Increased
111
Reduced
118
Closed
25
Calls
$2.95M
Puts
$57K
Net Calls
+$2.89M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
FTS
201
Fifth Third Securities
Ohio
$375K -$29.5K -282 -8%
MWM
202
Meridian Wealth Management
Kentucky
$368K +$732 +7 +0.2%
CA
203
Claro Advisors
Massachusetts
$353K -$2.3K -22 -0.7%
LA
204
LexAurum Advisors
Kansas
$347K +$30.6K +293 +11%
TP
205
Tranquility Partners
Tennessee
$343K +$20.9K +200 +7%
T
206
TNF
Montana
$342K +$418 +4 +0.1%
VFA
207
Valeo Financial Advisors
Indiana
$342K +$105 +1 +0%
WJA
208
Willis Johnson & Associates
Texas
$340K -$96.1K -919 -24%
AWM
209
Axxcess Wealth Management
California
$338K +$310K +2,964 New
TCMP
210
Thrive Capital Management (Pennsylvania)
Pennsylvania
$322K +$314 +3 +0.1%
AWG
211
Altus Wealth Group
Colorado
$321K
ACP
212
Aveo Capital Partners
Colorado
$318K +$23K +220 +9%
BWA
213
Beam Wealth Advisors
Louisiana
$317K -$1.15K -11 -0.4%
LWA
214
Lineweaver Wealth Advisors
Ohio
$314K -$1.99K -19 -0.7%
HKIMG
215
Hutchens & Kramer Investment Management Group
Indiana
$313K +$287K +2,748 New
AIP
216
Ahrens Investment Partners
Louisiana
$311K +$627 +6 +0.2%
WS
217
Wedbush Securities
California
$291K +$267K +2,555 New
SCI
218
Stableford Capital II
Arizona
$289K +$320K +3,056 New
MSWM
219
McGlone Suttner Wealth Management
Wisconsin
$288K +$418 +4 +0.2%
EIA
220
Eldridge Investment Advisors
New Hampshire
$287K +$20.4K +195 +8%
CWM
221
Calamos Wealth Management
Illinois
$284K
DOA
222
D'Orazio & Associates
Virginia
$274K -$428K -4,095 -63%
MCM
223
Magnolia Capital Management
New York
$269K -$19.3K -185 -7%
EWM
224
Empirical Wealth Management
Washington
$267K -$18.3K -175 -7%
MWM
225
Mascoma Wealth Management
New Hampshire
$262K -$159K -1,516 -40%

FTEC Hedge Fund Activity: Q1 2023 in Review

335 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2023, worth a combined $1.18B — up 15% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FTEC positions and 25 closed out — a net gain of 22 holders — while 111 added to existing stakes and 118 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $13.6M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $7.38M.

  • 335 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2023, up from 323 in Q4 2022.
  • Funds reported $1.18B of Fidelity MSCI Information Technology Index ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 47 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2023 and 25 closed out, a net change of +22 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2023 was Portfolio Strategies, an estimated $13.6M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $7.38M sold.

Based on aggregated 13F filings for Q1 2023.