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Fidelity MSCI Information Technology Index ETF

430 hedge funds and large institutions have $2.27B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 161 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $3.58M | Put options by funds: $1.03M

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

25% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 129

19% more capital invested

Capital invested by funds: $1.91B → $2.27B (+$363M)

3% more funds holding

Funds holding: 419430 (+11)

0.58% more ownership

Funds ownership: 23.03%23.61% (+0.58%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
430
Holders Change
+11
Holders Change %
+2.63%
% of All Funds
6.19%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
52
Increased
161
Reduced
129
Closed
36
Calls
$3.58M
Puts
$1.03M
Net Calls
+$2.56M
Net Calls Change
-$6.04M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Selective Wealth Management
Virginia
$614K +$605K +4,018 New
VA
202
Valmark Advisers
Ohio
$609K +$108K +716 +22%
MCC
203
Money Concepts Capital
Florida
$602K +$582K +3,865 New
JCFM
204
JBR Co Financial Management
Oklahoma
$601K -$97.3K -646 -14%
SVWAG
205
Sound View Wealth Advisors Group
Georgia
$596K -$3.46K -23 -0.6%
Comerica Bank
206
Comerica Bank
Texas
$583K -$10.4K -69 -2%
PCIA
207
Prime Capital Investment Advisors
Kansas
$581K -$11.4K -76 -2%
PWA
208
Prairie Wealth Advisors
Nebraska
$574K +$555K +3,684 New
RWA
209
River Wealth Advisors
Pennsylvania
$573K -$28K -186 -5%
CAM
210
Cresset Asset Management
Illinois
$571K +$134K +887 +32%
PA
211
Parallel Advisors
California
$554K -$18.1K -120 -3%
SOS
212
Silver Oak Securities
Tennessee
$546K -$18.5K -123 -3%
LWM
213
LJI Wealth Management
Indiana
$539K +$78.8K +523 +18%
CFS
214
Coordinated Financial Services
Colorado
$532K +$514K +3,416 New
AF
215
Advisornet Financial
Minnesota
$531K -$7.68K -51 -1%
RPGK
216
Retirement Planning Group (Kansas)
Kansas
$517K -$1.21K -8 -0.2%
WP
217
WealthShield Partners
North Carolina
$515K -$22K -146 -4%
KIA
218
KCM Investment Advisors
California
$515K -$31K -206 -6%
SAI
219
Savvy Advisors Inc
New York
$513K +$496K +3,292 New
AFAS
220
Acorn Financial Advisory Services
Virginia
$507K +$490K +3,252 New
MC
221
Moors & Cabot
Massachusetts
$504K +$180K +1,195 +59%
ANBTV
222
American National Bank & Trust (Virginia)
Virginia
$501K +$485K +3,218 New
RA
223
Rise Advisors
New York
$493K -$13.9K -92 -3%
BW
224
BIP Wealth
Georgia
$492K +$475K +3,156 New
ATPW
225
Ashton Thomas Private Wealth
Arizona
$492K +$47K +312 +11%

FTEC Hedge Fund Activity: Q1 2024 in Review

430 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2024, worth a combined $2.27B — up 19% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FTEC positions and 36 closed out — a net gain of 16 holders — while 161 added to existing stakes and 129 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $190M. The largest seller was Morgan Stanley, cutting an estimated $36.2M.

  • 430 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2024, up from 419 in Q4 2023.
  • Funds reported $2.27B of Fidelity MSCI Information Technology Index ETF stock for Q1 2024, up 19% quarter-over-quarter.
  • 52 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2024 and 36 closed out, a net change of +16 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2024 was Churchill Management, an estimated $190M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2024.