We are live on ! Find out more
FTEC icon

Fidelity MSCI Information Technology Index ETF

419 hedge funds and large institutions have $1.91B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 133 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,995% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $215K

161% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 33

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

21% more capital invested

Capital invested by funds: $1.58B → $1.91B (+$333M)

13% more funds holding

Funds holding: 371419 (+48)

12% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 119

0.18% more ownership

Funds ownership: 22.86%23.03% (+0.18%)

Holders
419
Holders Change
+48
Holders Change %
+12.94%
% of All Funds
6.11%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
86
Increased
133
Reduced
119
Closed
33
Calls
$8.8M
Puts
$215K
Net Calls
+$8.59M
Net Calls Change
+$6.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$478M -$6.5M -49,109 -1%
Lido Advisors
2
Lido Advisors
California
$246M +$7.55M +57,048 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$116M -$2.5M -18,909 -2%
Morgan Stanley
4
Morgan Stanley
New York
$70M +$35.4M +267,305 +122%
FSC
5
Full Sail Capital
Oklahoma
$62.4M -$26.5M -199,874 -32%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$60.3M +$7.93M +59,879 +17%
LPL Financial
7
LPL Financial
California
$35.9M +$2.6M +19,610 +9%
PS
8
Portfolio Strategies
New York
$35.3M -$396K -2,987 -1%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$28.2M +$4.01M +30,245 +18%
Osaic Holdings
10
Osaic Holdings
Arizona
$24.3M -$3.85M -29,085 -15%
AM
11
AGF Management
Ontario, Canada
$21.3M +$5.82M +43,917 +42%
JP Morgan Chase
12
JP Morgan Chase
New York
$18.3M +$1.07M +8,082 +7%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$17.7M +$1.39M +10,495 +9%
VC
14
Vicus Capital
Pennsylvania
$17.1M -$2.31M -17,454 -13%
ASN
15
Advisory Services Network
Georgia
$16.8M +$808K +6,098 +6%
Stifel Financial
16
Stifel Financial
Missouri
$16.4M -$260K -1,961 -2%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$16.1M -$2.29M -17,330 -13%
FPGK
18
Financial Partners Group (Kansas)
Kansas
$16.1M -$55.4K -418 -0.4%
HIIFS
19
Harel Insurance Investments & Financial Services
Israel
$15.1M
KAS
20
Kestra Advisory Services
Texas
$14.7M +$2.41M +18,183 +22%
Wells Fargo
21
Wells Fargo
California
$13.5M +$2.42M +18,272 +24%
HF
22
Halpern Financial
Virginia
$13.3M -$203K -1,532 -2%
FIM
23
Freedom Investment Management
Connecticut
$12.5M -$2.19M -16,504 -16%
AWS
24
Atria Wealth Solutions
New York
$12.1M +$1.52M +11,482 +16%
KDA
25
Kraft Davis & Associates
Missouri
$11.8M +$211K +1,592 +2%

FTEC Hedge Fund Activity: Q4 2023 in Review

419 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q4 2023, worth a combined $1.91B — up 21% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new FTEC positions and 33 closed out — a net gain of 53 holders — while 133 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.4M. The largest seller was Full Sail Capital, cutting an estimated $26.5M.

  • 419 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q4 2023, up from 371 in Q3 2023.
  • Funds reported $1.91B of Fidelity MSCI Information Technology Index ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 86 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q4 2023 and 33 closed out, a net change of +53 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $35.4M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q4 2023 was Full Sail Capital, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2023.