We are live on ! Find out more
FTEC icon

Fidelity MSCI Information Technology Index ETF

347 hedge funds and large institutions have $1.6B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 105 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

122% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $898K

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

16% more capital invested

Capital invested by funds: $1.37B → $1.6B (+$222M)

14% more funds holding

Funds holding: 304347 (+43)

0.1% more ownership

Funds ownership: 22.29%22.4% (+0.1%)

5% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 110

Holders
347
Holders Change
+43
Holders Change %
+14.14%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.23%
New
76
Increased
105
Reduced
110
Closed
26
Calls
$1.99M
Puts
$898K
Net Calls
+$1.09M
Net Calls Change
+$701K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$345M -$1.75M -13,468 -0.5%
Lido Advisors
2
Lido Advisors
California
$181M +$21.9M +168,629 +14%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$109M +$20.4M +156,987 +24%
FSC
4
Full Sail Capital
Oklahoma
$88.3M +$7.06M +54,389 +8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$52.1M +$4.63M +35,649 +10%
ASN
6
Advisory Services Network
Georgia
$40.1M -$951K -7,325 -2%
BCM
7
Brookstone Capital Management
Illinois
$35.1M -$12.1M -93,527 -26%
LPL Financial
8
LPL Financial
California
$30.2M +$3.21M +24,741 +12%
KAS
9
Kestra Advisory Services
Texas
$26.9M +$2.06M +15,833 +9%
Osaic Holdings
10
Osaic Holdings
Arizona
$26.3M +$1.45M +11,191 +6%
Wells Fargo
11
Wells Fargo
California
$25.1M -$189K -1,459 -0.8%
Morgan Stanley
12
Morgan Stanley
New York
$24.1M +$692K +5,331 +3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$20.1M -$1.57M -12,065 -8%
KWMG
14
King Wealth Management Group
Florida
$17.8M +$167K +1,283 +1%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$16.3M +$449K +3,456 +3%
FPGK
16
Financial Partners Group (Kansas)
Kansas
$15.5M +$133K +1,026 +0.8%
5L
17
55I LLC
Massachusetts
$14.6M -$360K -2,775 -3%
ACA
18
Atlas Capital Advisors
Wyoming
$13.7M +$2.09M +16,110 +19%
Bank of America
19
Bank of America
North Carolina
$13.5M +$766K +5,898 +6%
RWP
20
RWA Wealth Partners
Massachusetts
$13.5M -$115K -889 -0.9%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$12.6M +$440K +3,392 +4%
HF
22
Halpern Financial
Virginia
$12.5M -$447K -3,445 -4%
Stifel Financial
23
Stifel Financial
Missouri
$12.4M -$881K -6,786 -7%
Prudential Financial
24
Prudential Financial
New Jersey
$11.8M +$6.85M +52,797 +150%
FIM
25
Freedom Investment Management
Connecticut
$10.7M -$949K -7,313 -8%

FTEC Hedge Fund Activity: Q4 2021 in Review

347 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2021, worth a combined $1.6B — up 16% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FTEC positions and 26 closed out — a net gain of 50 holders — while 105 added to existing stakes and 110 trimmed.

The largest buyer was Lido Advisors, adding an estimated $21.9M. The largest seller was Brookstone Capital Management, cutting an estimated $12.1M.

  • 347 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2021, up from 304 in Q3 2021.
  • Funds reported $1.6B of Fidelity MSCI Information Technology Index ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 76 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2021 and 26 closed out, a net change of +50 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2021 was Lido Advisors, an estimated $21.9M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2021 was Brookstone Capital Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2021.