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Fidelity MSCI Information Technology Index ETF

332 hedge funds and large institutions have $1.39B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 108 increasing their positions, 133 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $492K

0.81% more ownership

Funds ownership: 22.4%23.2% (+0.81%)

4% less funds holding

Funds holding: 347332 (-15)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

13% less capital invested

Capital invested by funds: $1.6B → $1.39B (-$207M)

19% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 133

25% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 48

Holders
332
Holders Change
-15
Holders Change %
-4.32%
% of All Funds
5.24%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
36
Increased
108
Reduced
133
Closed
48
Calls
$1.71M
Puts
$492K
Net Calls
+$1.22M
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$285M -$28.3M -232,961 -9%
Lido Advisors
2
Lido Advisors
California
$165M +$169K +1,392 +0.1%
FSC
3
Full Sail Capital
Oklahoma
$87.5M -$5.53M -45,601 -6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$84.3M -$14.2M -116,899 -15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$42.1M -$5.22M -42,997 -11%
Wells Fargo
6
Wells Fargo
California
$31.3M +$8.34M +68,726 +37%
ASN
7
Advisory Services Network
Georgia
$27.8M -$8.53M -70,335 -24%
LPL Financial
8
LPL Financial
California
$25.5M -$1.9M -15,695 -7%
CW
9
Connectus Wealth
Ohio
$21.1M +$18.9M +156,058 New
Morgan Stanley
10
Morgan Stanley
New York
$20.4M -$1.56M -12,879 -7%
Osaic Holdings
11
Osaic Holdings
Arizona
$17.7M -$5.8M -47,804 -25%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$16.8M -$1.4M -11,526 -8%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$15.8M +$948K +7,816 +6%
FPGK
14
Financial Partners Group (Kansas)
Kansas
$15.4M +$125K +1,032 +0.8%
KWMG
15
King Wealth Management Group
Florida
$14.6M -$1.61M -13,255 -10%
5L
16
55I LLC
Massachusetts
$14.2M +$1M +8,255 +8%
AWS
17
Atria Wealth Solutions
New York
$13.9M +$13.7M +113,222 New
Bank of America
18
Bank of America
North Carolina
$13.6M +$1.3M +10,729 +11%
KAS
19
Kestra Advisory Services
Texas
$13.2M -$11M -90,864 -46%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$12.7M +$1.16M +9,576 +10%
RWP
21
RWA Wealth Partners
Massachusetts
$12.2M -$81.9K -675 -0.7%
HF
22
Halpern Financial
Virginia
$11.3M -$39.4K -325 -0.4%
Prudential Financial
23
Prudential Financial
New Jersey
$11.2M +$322K +2,653 +3%
FIM
24
Freedom Investment Management
Connecticut
$11.1M +$1.38M +11,342 +14%
Stifel Financial
25
Stifel Financial
Missouri
$11.1M -$168K -1,383 -2%

FTEC Hedge Fund Activity: Q1 2022 in Review

332 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2022, worth a combined $1.39B — down 13% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of FTEC and 36 opened new positions — a net loss of 12 holders — while 133 trimmed existing stakes and 108 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $136M. The largest seller was Charles Schwab, cutting an estimated $28.3M.

  • 332 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2022, down from 347 in Q4 2021.
  • Funds reported $1.39B of Fidelity MSCI Information Technology Index ETF stock for Q1 2022, down 13% quarter-over-quarter.
  • 36 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2022 and 48 closed out, a net change of -12 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $136M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2022 was Charles Schwab, an estimated $28.3M sold.

Based on aggregated 13F filings for Q1 2022.