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Fidelity MSCI Information Technology Index ETF

335 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 118 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,077% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $57K

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

15% more capital invested

Capital invested by funds: $1.02B → $1.18B (+$154M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4% more funds holding

Funds holding: 323335 (+12)

0.23% more ownership

Funds ownership: 20.81%21.04% (+0.23%)

6% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 118

Holders
335
Holders Change
+12
Holders Change %
+3.72%
% of All Funds
5.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
47
Increased
111
Reduced
118
Closed
25
Calls
$2.95M
Puts
$57K
Net Calls
+$2.89M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$260M +$1.82M +17,387 +0.8%
Lido Advisors
2
Lido Advisors
California
$174M +$5.62M +53,716 +4%
FSC
3
Full Sail Capital
Oklahoma
$80.5M -$2.65M -25,302 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$35.8M +$11.5M +110,428 +54%
PS
5
Portfolio Strategies
New York
$28.6M +$13.6M +130,469 +108%
LPL Financial
6
LPL Financial
California
$24.3M -$1.07M -10,207 -5%
Osaic Holdings
7
Osaic Holdings
Arizona
$19.7M +$6.68M +63,880 +59%
Morgan Stanley
8
Morgan Stanley
New York
$19M -$1.09M -10,406 -6%
Wells Fargo
9
Wells Fargo
California
$14.6M -$1.89M -18,039 -12%
FPGK
10
Financial Partners Group (Kansas)
Kansas
$14.5M +$15.9K +152 +0.1%
CW
11
Connectus Wealth
Ohio
$14M +$8.19M +78,284 +177%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$13.5M +$152K +1,457 +1%
Stifel Financial
13
Stifel Financial
Missouri
$13.4M -$259K -2,477 -2%
ASN
14
Advisory Services Network
Georgia
$13.3M +$2.88M +27,585 +31%
HIIFS
15
Harel Insurance Investments & Financial Services
Israel
$12M +$11M +104,900 New
AWS
16
Atria Wealth Solutions
New York
$11.6M +$1.37M +13,084 +15%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$11.6M -$7.38M -70,577 -41%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$11.4M +$32.7K +313 +0.3%
HF
19
Halpern Financial
Virginia
$11.2M +$55K +526 +0.5%
Bank of America
20
Bank of America
North Carolina
$8.91M -$2.76M -26,427 -25%
UBS Group
21
UBS Group
Switzerland
$8.69M +$2.04M +19,492 +34%
RJA
22
Raymond James & Associates
Florida
$8.18M +$319K +3,053 +4%
KWMG
23
King Wealth Management Group
Florida
$7.97M -$154K -1,476 -2%
AIA
24
Armor Investment Advisors
North Carolina
$7.77M -$48.1K -460 -0.7%
RWP
25
RWA Wealth Partners
Massachusetts
$7.59M -$75.9K -726 -1%

FTEC Hedge Fund Activity: Q1 2023 in Review

335 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2023, worth a combined $1.18B — up 15% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FTEC positions and 25 closed out — a net gain of 22 holders — while 111 added to existing stakes and 118 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $13.6M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $7.38M.

  • 335 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2023, up from 323 in Q4 2022.
  • Funds reported $1.18B of Fidelity MSCI Information Technology Index ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 47 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2023 and 25 closed out, a net change of +22 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2023 was Portfolio Strategies, an estimated $13.6M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $7.38M sold.

Based on aggregated 13F filings for Q1 2023.