We are live on ! Find out more
FTEC icon

Fidelity MSCI Information Technology Index ETF

298 hedge funds and large institutions have $948M invested in Fidelity MSCI Information Technology Index ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $374K

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.74% less ownership

Funds ownership: 20.86%20.12% (-0.74%)

4% less funds holding

Funds holding: 309298 (-11)

10% less capital invested

Capital invested by funds: $1.05B → $948M (-$103M)

16% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 110

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

Holders
298
Holders Change
-11
Holders Change %
-3.56%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
24
Increased
92
Reduced
110
Closed
33
Calls
$2.21M
Puts
$374K
Net Calls
+$1.84M
Net Calls Change
+$417K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$193M -$30.8M -295,972 -12%
Lido Advisors
2
Lido Advisors
California
$130M -$5.26M -50,570 -3%
FSC
3
Full Sail Capital
Oklahoma
$67.7M -$946K -9,098 -1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$57.3M +$4.62M +44,427 +8%
LPL Financial
5
LPL Financial
California
$20.8M +$801K +7,702 +3%
Morgan Stanley
6
Morgan Stanley
New York
$20.4M +$1.25M +11,983 +6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$19.3M +$2.2M +21,142 +11%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$13.4M +$1.36M +13,093 +10%
AWS
9
Atria Wealth Solutions
New York
$12.4M +$826K +7,943 +6%
Wells Fargo
10
Wells Fargo
California
$11.6M -$576K -5,543 -4%
FPGK
11
Financial Partners Group (Kansas)
Kansas
$11.4M +$10.3K +99 +0.1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$11M -$746K -7,171 -6%
Prudential Financial
13
Prudential Financial
New Jersey
$9.71M +$540K +5,196 +5%
Osaic Holdings
14
Osaic Holdings
Arizona
$9.57M -$123K -1,179 -1%
Bank of America
15
Bank of America
North Carolina
$9.52M -$659K -6,336 -6%
Stifel Financial
16
Stifel Financial
Missouri
$9.5M +$578K +5,558 +6%
KWMG
17
King Wealth Management Group
Florida
$9.21M -$243K -2,339 -2%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$8.89M -$295K -2,833 -3%
HF
19
Halpern Financial
Virginia
$8.81M +$312K +3,004 +3%
RWP
20
RWA Wealth Partners
Massachusetts
$8.46M -$291K -2,799 -3%
ASN
21
Advisory Services Network
Georgia
$7.84M -$142K -1,362 -2%
5L
22
55I LLC
Massachusetts
$7.47M -$3.29M -31,617 -28%
MML Investors Services
23
MML Investors Services
Massachusetts
$7.03M +$4.57M +43,966 +132%
KAS
24
Kestra Advisory Services
Texas
$6.39M +$218K +2,092 +3%
LA
25
Lifeworks Advisors
Michigan
$6.26M +$244K +2,346 +4%

FTEC Hedge Fund Activity: Q3 2022 in Review

298 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q3 2022, worth a combined $948M — down 9.8% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of FTEC and 24 opened new positions — a net loss of 9 holders — while 110 trimmed existing stakes and 92 added.

The largest buyer was Frank Rimerman Advisors, opening a new position worth an estimated $12.1M. The largest seller was Charles Schwab, cutting an estimated $30.8M.

  • 298 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q3 2022, down from 309 in Q2 2022.
  • Funds reported $948M of Fidelity MSCI Information Technology Index ETF stock for Q3 2022, down 9.8% quarter-over-quarter.
  • 24 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q3 2022 and 33 closed out, a net change of -9 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q3 2022 was Frank Rimerman Advisors, an estimated $12.1M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q3 2022 was Charles Schwab, an estimated $30.8M sold.

Based on aggregated 13F filings for Q3 2022.