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Fidelity MSCI Information Technology Index ETF

371 hedge funds and large institutions have $1.58B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 104 increasing their positions, 145 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,312% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $49K

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

1% less funds holding

Funds holding: 373371 (-2)

1.96% less ownership

Funds ownership: 24.82%22.86% (-2%)

8% less capital invested

Capital invested by funds: $1.71B → $1.58B (-$130M)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

28% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 145

Holders
371
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.89%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
37
Increased
104
Reduced
145
Closed
37
Calls
$1.67M
Puts
$49K
Net Calls
+$1.62M
Net Calls Change
-$245K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$415M +$3.69M +28,673 +0.9%
Lido Advisors
2
Lido Advisors
California
$203M +$18.2M +141,104 +9%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$102M +$1.36M +10,598 +1%
FSC
4
Full Sail Capital
Oklahoma
$78M -$462K -3,593 -0.6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$44.2M -$11M -85,488 -19%
PS
6
Portfolio Strategies
New York
$30.5M -$124K -964 -0.4%
LPL Financial
7
LPL Financial
California
$28.3M +$1.06M +8,219 +4%
Morgan Stanley
8
Morgan Stanley
New York
$27M +$1.96M +15,245 +7%
Osaic Holdings
9
Osaic Holdings
Arizona
$24.4M -$3.05M -23,709 -11%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$20.4M +$4.84M +37,658 +29%
CW
11
Connectus Wealth
Ohio
$18.3M +$2.83M +22,019 +17%
VC
12
Vicus Capital
Pennsylvania
$16.8M -$16.6K -129 -0.1%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$15.9M -$1.69M -13,100 -9%
JP Morgan Chase
14
JP Morgan Chase
New York
$14.7M +$1.8M +14,013 +13%
FPGK
15
Financial Partners Group (Kansas)
Kansas
$14.5M -$279K -2,168 -2%
Stifel Financial
16
Stifel Financial
Missouri
$14.3M +$35K +272 +0.2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$13.8M +$525K +4,083 +4%
ASN
18
Advisory Services Network
Georgia
$13.6M -$297K -2,307 -2%
HIIFS
19
Harel Insurance Investments & Financial Services
Israel
$12.9M +$13.5M +104,900 New
AM
20
AGF Management
Ontario, Canada
$12.8M +$3.81M +29,652 +40%
FIM
21
Freedom Investment Management
Connecticut
$12.7M +$890K +6,916 +7%
HF
22
Halpern Financial
Virginia
$12M -$147K -1,145 -1%
KAS
23
Kestra Advisory Services
Texas
$10.4M +$2.63M +20,412 +32%
UBS Group
24
UBS Group
Switzerland
$9.62M -$3.62M -28,174 -26%
Bank of America
25
Bank of America
North Carolina
$9.48M -$29.5K -229 -0.3%

FTEC Hedge Fund Activity: Q3 2023 in Review

371 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q3 2023, worth a combined $1.58B — down 7.6% from $1.71B a quarter earlier.

Fund positioning in FTEC was balanced in Q3 2023: 37 funds opened new positions, 37 closed out, 104 added to existing stakes and 145 trimmed.

The largest buyer was Lido Advisors, adding an estimated $18.2M. The largest seller was Traphagen Investment Advisors, cutting an estimated $110M.

  • 371 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q3 2023, down from 373 in Q2 2023.
  • Funds reported $1.58B of Fidelity MSCI Information Technology Index ETF stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 37 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q3 2023 and 37 closed out, a net change of 0 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q3 2023 was Lido Advisors, an estimated $18.2M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q3 2023 was Traphagen Investment Advisors, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2023.