We are live on ! Find out more
FDTX icon

Fidelity Disruptive Technology ETF

19 hedge funds and large institutions have $22M invested in Fidelity Disruptive Technology ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

0.25% more ownership

Funds ownership: 14.33%14.58% (+0.25%)

5% less capital invested

Capital invested by funds: $23.2M → $22M (-$1.26M)

10% less funds holding

Funds holding: 2119 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$16.8M -$662K -18,708 -3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.24M +$1.08M +30,570 +354%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.08M +$582K +16,449 +92%
BWM
4
Buska Wealth Management
Wisconsin
$1,000K -$191K -5,384 -15%
FTUS
5
Flow Traders U.S.
New York
$677K +$761K +21,508 New
JP Morgan Chase
6
JP Morgan Chase
New York
$376K +$423K +11,956 New
KA
7
Kovack Advisors
Florida
$261K -$27.2K -770 -9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$205K +$230K +6,513 New
Osaic Holdings
9
Osaic Holdings
Arizona
$132K +$135K +3,816 +1,040%
HI
10
Harbour Investments
Wisconsin
$89.1K +$36.9K +1,042 +58%
CWC
11
Carolinas Wealth Consulting
North Carolina
$35.5K +$9.8K +277 +33%
IA
12
IFP Advisors
Florida
$30.4K
AWM
13
AE Wealth Management
Kansas
$24.2K -$1.24K -35 -4%
Morgan Stanley
14
Morgan Stanley
New York
$6.33K +$7.11K +201 New
PA
15
Parallel Advisors
California
$5.73K +$35 +1 +0.6%
CPBTD
16
Central Pacific Bank - Trust Division
Hawaii
$2.24K
EWA
17
EverSource Wealth Advisors
Alabama
$2.05K +$2.3K +65 New
FFA
18
Farther Finance Advisors
California
$127
MBFW
19
Morton Brown Family Wealth
Pennsylvania
$63 +$71 +2 New
Jane Street
20
Jane Street
New York
-$252K -7,132 Closed
BW
21
BXM Wealth
Colorado
-$218K -6,180 Closed
VWM
22
Venturi Wealth Management
Texas
-$212K -6,000 Closed
MML Investors Services
23
MML Investors Services
Massachusetts
-$211K -5,960 Closed
UBS Group
24
UBS Group
Switzerland
-$38.1K -1,078 Closed
PFA
25
Pathway Financial Advisers
Indiana
-$9.12K -259 Closed

FDTX Hedge Fund Activity: Q1 2025 in Review

19 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in Fidelity Disruptive Technology ETF (FDTX) for Q1 2025, worth a combined $22M — down 5.4% from $23.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FDTX and 6 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 6 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.08M. The largest seller was Fidelity Investments, cutting an estimated $662K.

  • 19 institutional investors held Fidelity Disruptive Technology ETF (FDTX) as of Q1 2025, down from 21 in Q4 2024.
  • Funds reported $22M of Fidelity Disruptive Technology ETF stock for Q1 2025, down 5.4% quarter-over-quarter.
  • 6 funds opened new Fidelity Disruptive Technology ETF positions in Q1 2025 and 8 closed out, a net change of -2 holders.
  • The largest Fidelity Disruptive Technology ETF buyer in Q1 2025 was Commonwealth Equity Services, an estimated $1.08M added.
  • The largest Fidelity Disruptive Technology ETF seller in Q1 2025 was Fidelity Investments, an estimated $662K sold.

Based on aggregated 13F filings for Q1 2025.