We are live on ! Find out more
FTEC icon

Fidelity MSCI Information Technology Index ETF

309 hedge funds and large institutions have $1.05B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 117 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

446% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $318K

2.35% less ownership

Funds ownership: 23.2%20.86% (-2.3%)

7% less funds holding

Funds holding: 332309 (-23)

24% less capital invested

Capital invested by funds: $1.39B → $1.05B (-$338M)

25% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 117

38% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 53

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
309
Holders Change
-23
Holders Change %
-6.93%
% of All Funds
5.21%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.13%
New
33
Increased
88
Reduced
117
Closed
53
Calls
$1.74M
Puts
$318K
Net Calls
+$1.42M
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$234M +$11.6M +108,694 +5%
Lido Advisors
2
Lido Advisors
California
$143M +$15.1M +141,805 +11%
FSC
3
Full Sail Capital
Oklahoma
$72.7M +$4.5M +42,231 +6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$56.5M -$10.6M -99,211 -14%
LPL Financial
5
LPL Financial
California
$21.3M +$1.44M +13,542 +7%
Morgan Stanley
6
Morgan Stanley
New York
$20.5M +$4.97M +46,616 +28%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$18.4M -$16.1M -151,243 -44%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$13M +$681K +6,391 +5%
Wells Fargo
9
Wells Fargo
California
$12.9M -$12.8M -120,529 -47%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$12.4M -$870K -8,163 -6%
AWS
11
Atria Wealth Solutions
New York
$12.4M +$1.6M +15,007 +13%
FPGK
12
Financial Partners Group (Kansas)
Kansas
$12.1M +$3.2K +30 +0%
5L
13
55I LLC
Massachusetts
$11M -$209K -1,965 -2%
Bank of America
14
Bank of America
North Carolina
$10.7M +$31.8K +298 +0.3%
Osaic Holdings
15
Osaic Holdings
Arizona
$10.3M -$4.26M -39,968 -27%
KWMG
16
King Wealth Management Group
Florida
$10M -$1.57M -14,736 -12%
Prudential Financial
17
Prudential Financial
New Jersey
$9.75M +$964K +9,047 +10%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$9.7M -$245K -2,300 -2%
FTUS
19
Flow Traders U.S.
New York
$9.65M +$10.7M +100,049 New
Stifel Financial
20
Stifel Financial
Missouri
$9.55M +$935K +8,777 +10%
RWP
21
RWA Wealth Partners
Massachusetts
$9.25M -$307K -2,881 -3%
RJA
22
Raymond James & Associates
Florida
$9.18M +$5.94M +55,772 +142%
HF
23
Halpern Financial
Virginia
$9.06M +$234K +2,196 +2%
ASN
24
Advisory Services Network
Georgia
$8.45M -$14.7M -138,275 -61%
KAS
25
Kestra Advisory Services
Texas
$6.58M -$4.19M -39,340 -37%

FTEC Hedge Fund Activity: Q2 2022 in Review

309 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q2 2022, worth a combined $1.05B — down 24% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of FTEC and 33 opened new positions — a net loss of 20 holders — while 117 trimmed existing stakes and 88 added.

The largest buyer was Lido Advisors, adding an estimated $15.1M. The largest seller was Envestnet Asset Management, cutting an estimated $16.1M.

  • 309 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q2 2022, down from 332 in Q1 2022.
  • Funds reported $1.05B of Fidelity MSCI Information Technology Index ETF stock for Q2 2022, down 24% quarter-over-quarter.
  • 33 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q2 2022 and 53 closed out, a net change of -20 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q2 2022 was Lido Advisors, an estimated $15.1M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2022.