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Fidelity MSCI Information Technology Index ETF

419 hedge funds and large institutions have $1.91B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 133 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,995% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $215K

161% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 33

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

21% more capital invested

Capital invested by funds: $1.58B → $1.91B (+$333M)

13% more funds holding

Funds holding: 371419 (+48)

12% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 119

0.18% more ownership

Funds ownership: 22.86%23.03% (+0.18%)

Holders
419
Holders Change
+48
Holders Change %
+12.94%
% of All Funds
6.11%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
86
Increased
133
Reduced
119
Closed
33
Calls
$8.8M
Puts
$215K
Net Calls
+$8.59M
Net Calls Change
+$6.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
201
Northern Trust
Illinois
$538K -$71.1K -537 -13%
PA
202
Parallel Advisors
California
$528K -$22.8K -172 -4%
SOS
203
Silver Oak Securities
Tennessee
$521K +$39.6K +299 +9%
EWS
204
Evergreen Wealth Solutions
Pennsylvania
$508K -$43.7K -330 -9%
KIA
205
KCM Investment Advisors
California
$504K -$2.22M -16,791 -83%
CW
206
CreativeOne Wealth
Kansas
$501K -$3.84K -29 -0.8%
AF
207
Advisornet Financial
Minnesota
$496K +$530 +4 +0.1%
WP
208
WealthShield Partners
North Carolina
$496K +$45.4K +343 +11%
SFA
209
Sequoia Financial Advisors
Ohio
$482K +$160K +1,207 +56%
RPGK
210
Retirement Planning Group (Kansas)
Kansas
$478K -$21.7K -164 -5%
RA
211
Rise Advisors
New York
$468K +$40.5K +306 +10%
VWA
212
Visionary Wealth Advisors
Illinois
$462K -$179K -1,349 -30%
VA
213
Valmark Advisers
Ohio
$459K -$4.11K -31 -1%
ATC
214
Adirondack Trust Company
New York
$458K +$90.7K +685 +30%
WS
215
Wedbush Securities
California
$451K +$85.8K +648 +26%
VFA
216
Valeo Financial Advisors
Indiana
$446K -$19.3K -146 -4%
MWM
217
Mission Wealth Management
California
$436K -$24K -181 -6%
CWM
218
Calamos Wealth Management
Illinois
$434K
WJA
219
Willis Johnson & Associates
Texas
$430K +$1.19K +9 +0.3%
BWL
220
Bogart Wealth LLC
Virginia
$425K +$132 +1 +0%
LWM
221
LJI Wealth Management
Indiana
$422K +$13.6K +103 +4%
MHB
222
Midwest Heritage Bank
Iowa
$420K
T
223
TNF
Montana
$418K +$3.05K +23 +0.8%
BWM
224
BCS Wealth Management
Tennessee
$415K
TCMP
225
Thrive Capital Management (Pennsylvania)
Pennsylvania
$412K -$927 -7 -0.2%

FTEC Hedge Fund Activity: Q4 2023 in Review

419 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2023, worth a combined $1.91B — up 21% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new FTEC positions and 33 closed out — a net gain of 53 holders — while 133 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.4M. The largest seller was Full Sail Capital, cutting an estimated $26.5M.

  • 419 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2023, up from 371 in Q3 2023.
  • Funds reported $1.91B of Fidelity MSCI Information Technology Index ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 86 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2023 and 33 closed out, a net change of +53 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $35.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2023 was Full Sail Capital, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2023.