We are live on ! Find out more
FTEC icon

Fidelity MSCI Information Technology Index ETF

430 hedge funds and large institutions have $2.27B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 161 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $3.58M | Put options by funds: $1.03M

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

25% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 129

19% more capital invested

Capital invested by funds: $1.91B → $2.27B (+$363M)

3% more funds holding

Funds holding: 419430 (+11)

0.58% more ownership

Funds ownership: 23.03%23.61% (+0.58%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
430
Holders Change
+11
Holders Change %
+2.63%
% of All Funds
6.19%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
52
Increased
161
Reduced
129
Closed
36
Calls
$3.58M
Puts
$1.03M
Net Calls
+$2.56M
Net Calls Change
-$6.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$503M -$15.3M -101,903 -3%
Lido Advisors
2
Lido Advisors
California
$280M +$13.1M +87,057 +5%
CM
3
Churchill Management
California
$197M +$190M +1,262,154 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$128M +$2.22M +14,716 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$67.9M +$2.43M +16,164 +4%
FSC
6
Full Sail Capital
Oklahoma
$65.7M -$1.95M -12,964 -3%
LPL Financial
7
LPL Financial
California
$42.8M +$3.71M +24,616 +10%
PS
8
Portfolio Strategies
New York
$38.6M +$495K +3,287 +1%
Morgan Stanley
9
Morgan Stanley
New York
$38.5M -$36.2M -240,049 -49%
AM
10
AGF Management
Ontario, Canada
$34.7M +$11.2M +74,483 +50%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$29M -$1.55M -10,261 -5%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$24.9M +$7.18M +47,685 +42%
CW
13
Connectus Wealth
Ohio
$24.5M +$16.4M +109,094 +226%
Osaic Holdings
14
Osaic Holdings
Arizona
$24.4M -$1.91M -12,690 -8%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$21.3M +$2.1M +13,950 +11%
JP Morgan Chase
16
JP Morgan Chase
New York
$19.6M -$255K -1,694 -1%
VC
17
Vicus Capital
Pennsylvania
$18.6M +$15.7K +104 +0.1%
Stifel Financial
18
Stifel Financial
Missouri
$18.2M +$394K +2,618 +2%
ASN
19
Advisory Services Network
Georgia
$18M -$170K -1,131 -1%
KAS
20
Kestra Advisory Services
Texas
$17.5M +$1.52M +10,117 +10%
FPGK
21
Financial Partners Group (Kansas)
Kansas
$16.8M -$564K -3,742 -3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$14.9M +$8.15M +54,133 +131%
AWS
23
Atria Wealth Solutions
New York
$13.5M +$332K +2,207 +3%
UBS Group
24
UBS Group
Switzerland
$13.4M +$1.51M +10,050 +13%
HF
25
Halpern Financial
Virginia
$13.3M -$1.52M -10,097 -11%

FTEC Hedge Fund Activity: Q1 2024 in Review

430 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q1 2024, worth a combined $2.27B — up 19% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FTEC positions and 36 closed out — a net gain of 16 holders — while 161 added to existing stakes and 129 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $190M. The largest seller was Morgan Stanley, cutting an estimated $36.2M.

  • 430 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q1 2024, up from 419 in Q4 2023.
  • Funds reported $2.27B of Fidelity MSCI Information Technology Index ETF stock for Q1 2024, up 19% quarter-over-quarter.
  • 52 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q1 2024 and 36 closed out, a net change of +16 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q1 2024 was Churchill Management, an estimated $190M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2024.