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Fidelity MSCI Information Technology Index ETF

323 hedge funds and large institutions have $1.02B invested in Fidelity MSCI Information Technology Index ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

590% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $293K

136% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 25

8% more funds holding

Funds holding: 298323 (+25)

8% more capital invested

Capital invested by funds: $948M → $1.02B (+$76.3M)

0.69% more ownership

Funds ownership: 20.12%20.81% (+0.69%)

10% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 111

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
323
Holders Change
+25
Holders Change %
+8.39%
% of All Funds
5.19%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
59
Increased
100
Reduced
111
Closed
25
Calls
$2.02M
Puts
$293K
Net Calls
+$1.73M
Net Calls Change
-$106K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$214M +$13M +134,763 +6%
Lido Advisors
2
Lido Advisors
California
$139M +$4.16M +43,043 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$70.7M +$11.4M +117,868 +19%
FSC
4
Full Sail Capital
Oklahoma
$69.1M -$1.26M -13,040 -2%
LPL Financial
5
LPL Financial
California
$21.1M -$459K -4,749 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$19.3M -$780K -8,079 -4%
Morgan Stanley
7
Morgan Stanley
New York
$16.8M -$4.5M -46,630 -21%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$16.3M +$2.34M +24,182 +16%
FPGK
9
Financial Partners Group (Kansas)
Kansas
$13.8M +$208K +2,156 +2%
Wells Fargo
10
Wells Fargo
California
$13.8M +$1.77M +18,286 +14%
PS
11
Portfolio Strategies
New York
$11.4M +$5.68M +58,836 +95%
Stifel Financial
12
Stifel Financial
Missouri
$11.4M +$1.52M +15,765 +15%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$11.1M -$388K -4,022 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$10.3M +$366K +3,788 +4%
Bank of America
15
Bank of America
North Carolina
$9.88M -$8.59K -89 -0.1%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$9.45M +$222K +2,300 +2%
JP Morgan Chase
17
JP Morgan Chase
New York
$9.24M +$9.26M +95,908 +5,173%
HF
18
Halpern Financial
Virginia
$9.23M +$74.5K +772 +0.8%
ASN
19
Advisory Services Network
Georgia
$8.39M +$246K +2,551 +3%
AWS
20
Atria Wealth Solutions
New York
$8.38M -$4.59M -47,524 -35%
KDA
21
Kraft Davis & Associates
Missouri
$8.02M +$7.1M +73,538 New
KAS
22
Kestra Advisory Services
Texas
$7.18M +$548K +5,675 +8%
KWMG
23
King Wealth Management Group
Florida
$6.75M -$2.89M -29,900 -30%
RWP
24
RWA Wealth Partners
Massachusetts
$6.61M -$2.49M -25,743 -28%
RJA
25
Raymond James & Associates
Florida
$6.5M +$1.59M +16,511 +32%

FTEC Hedge Fund Activity: Q4 2022 in Review

323 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2022, worth a combined $1.02B — up 8.1% from $948M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FTEC positions and 25 closed out — a net gain of 34 holders — while 100 added to existing stakes and 111 trimmed.

The largest buyer was Charles Schwab, adding an estimated $13M. The largest seller was Madrona Financial Services, exiting entirely with an estimated $5.02M sold.

  • 323 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2022, up from 298 in Q3 2022.
  • Funds reported $1.02B of Fidelity MSCI Information Technology Index ETF stock for Q4 2022, up 8.1% quarter-over-quarter.
  • 59 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2022 and 25 closed out, a net change of +34 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2022 was Charles Schwab, an estimated $13M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2022 was Madrona Financial Services, an estimated $5.02M sold.

Based on aggregated 13F filings for Q4 2022.