We are live on ! Find out more
FTEC icon

Fidelity MSCI Information Technology Index ETF
FTEC

446 hedge funds and large institutions have $3.35B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 153 increasing their positions, 143 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $4.33M | Put options by funds: $1.33M

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

41% more capital invested

Capital invested by funds: $2.37B → $3.35B (+$983M)

6.76% more ownership

Funds ownership: 22.24% → 29% (+6.8%)

3% more funds holding

Funds holding: 432 → 446 (+14)

7% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 143

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

Holders
446
Holders Change
+14
Holders Change %
+3.24%
% of All Funds
6.4%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
58
Increased
153
Reduced
143
Closed
38
Calls
$4.33M
Puts
$1.33M
Net Calls
+$3M
Net Calls Change
+$772K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$420M
2
RBA
Richard Bernstein Advisors
New York
+$269M
3
IAIM
International Assets Investment Management
Florida
+$137M
4
AM
AGF Management
Ontario, Canada
+$52.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43.9M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.6M
2
KAS
Kestra Advisory Services
Texas
-$7.06M
3
CA
Crumly & Associates
Illinois
-$5.05M
4
Charles Schwab
Charles Schwab
California
-$4.49M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$3.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$458M +$420M +2,486,832 +1,834%
Charles Schwab
2
Charles Schwab
California
$396M -$4.49M -26,557 -1%
Lido Advisors
3
Lido Advisors
California
$334M +$9.93M +58,768 +3%
RBA
4
Richard Bernstein Advisors
New York
$278M +$269M +1,594,604 New
CM
5
Churchill Management
California
$224M +$1.84M +10,911 +0.9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$136M -$10.6M -62,634 -7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$120M +$43.9M +259,524 +61%
AM
8
AGF Management
Ontario, Canada
$100M +$52.6M +311,262 +118%
FSC
9
Full Sail Capital
Oklahoma
$70.6M -$1.28M -7,599 -2%
Morgan Stanley
10
Morgan Stanley
New York
$53.2M +$3.4M +20,137 +7%
LPL Financial
11
LPL Financial
California
$45.9M -$2.61M -15,417 -6%
PS
12
Portfolio Strategies
New York
$41.6M -$628K -3,716 -2%
Two Sigma Investments
13
Two Sigma Investments
New York
$38.9M +$37M +219,100 +6,086%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$38.2M +$10.2M +60,154 +38%
KIM
15
Kestra Investment Management
Texas
$29.5M +$5.59M +33,071 +24%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$29.2M +$1.03M +6,105 +4%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$27.8M +$970K +5,739 +4%
Kovitz Investment Group Partners
18
Kovitz Investment Group Partners
Illinois
$25.6M -$3.78M -22,371 -13%
KAS
19
Kestra Advisory Services
Texas
$25.6M -$7.06M -41,777 -22%
Osaic Holdings
20
Osaic Holdings
Arizona
$23M +$484K +2,865 +2%
CWM
21
Congress Wealth Management
Massachusetts
$22.8M +$19.5M +115,493 +753%
JP Morgan Chase
22
JP Morgan Chase
New York
$22.4M +$1.12M +6,629 +5%
ASN
23
Advisory Services Network
Georgia
$21.3M – – –
Stifel Financial
24
Stifel Financial
Missouri
$21M +$2.14M +12,681 +12%
VC
25
Vicus Capital
Pennsylvania
$19.3M -$1.21M -7,150 -6%
1
2 3 4 5

FTEC Hedge Fund Activity: Q3 2024 in Review

446 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Information Technology Index ETF (FTEC) for Q3 2024, worth a combined $3.35B — up 41% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new FTEC positions and 38 closed out — a net gain of 20 holders — while 153 added to existing stakes and 143 trimmed.

The largest buyer was Bank of America, adding an estimated $420M. The largest seller was Commonwealth Equity Services, cutting an estimated $10.6M.

  • 446 institutional investors held Fidelity MSCI Information Technology Index ETF (FTEC) as of Q3 2024, up from 432 in Q2 2024.
  • Funds reported $3.35B of Fidelity MSCI Information Technology Index ETF stock for Q3 2024, up 41% quarter-over-quarter.
  • 58 funds opened new Fidelity MSCI Information Technology Index ETF positions in Q3 2024 and 38 closed out, a net change of +20 holders.
  • The largest Fidelity MSCI Information Technology Index ETF buyer in Q3 2024 was Bank of America, an estimated $420M added.
  • The largest Fidelity MSCI Information Technology Index ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2024.