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Fidelity MSCI Information Technology Index ETF
FTEC

Overview Fund Activity

297 hedge funds and large institutions have $1.38B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 99 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-4
Holders Change %
-1.33%
% of All Funds
5.19%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
28
Increased
99
Reduced
121
Closed
30
Calls
$1.39M
Puts
$883K
Net Calls
+$507K
Net Calls Change
-$460K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$296M
2
BCM
Brookstone Capital Management
Illinois
$48.7M
3
Lido Advisors
Lido Advisors
California
$135M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$59.5M
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$5.74M

Top Sellers

1
FP
Financial Perspectives
Minnesota
$226K
2
KAS
Kestra Advisory Services
Texas
$13.3M
3
5L
55I LLC
Massachusetts
$19.8M
4
FEM
Fulcrum Equity Management
Texas
$0
5
LWA
Lineweaver Wealth Advisors
Ohio
$492K
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
226
Buckingham Strategic Wealth
Missouri
$219K +$219K +1,857 New
WP
227
WealthShield Partners
North Carolina
$213K +$11.9K +101 +6%
OIA
228
OneDigital Investment Advisors
Kansas
$212K +$212K +1,796 New
CL
229
CPWM LLC
Washington
$211K +$211K +1,789 New
NA
230
NewEdge Advisors
Louisiana
$205K +$205K +1,743 New
ACS
231
Archford Capital Strategies
Illinois
$204K -$18.6K -158 -8%
GWM
232
Geneos Wealth Management
Colorado
$195K -$132K -1,110 -40%
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$187K +$14.4K +122 +8%
RDWM
234
Red Door Wealth Management
Tennessee
$185K -$158K -1,344 -46%
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
$148K – – –
KFS
236
Kelly Financial Services
Massachusetts
$122K +$121K +14,259 +11,688%
FGAM
237
Financial Gravity Asset Management
Texas
$118K -$77.2K -17 -40%
KPCM
238
Kings Point Capital Management
New York
$118K – – –
EW
239
Element Wealth
Mississippi
$114K +$236 +2 +0.2%
AWM
240
Accel Wealth Management
Iowa
$109K +$118 +1 +0.1%
IRC
241
Investors Research Corp
Georgia
$105K +$50.3K +425 +92%
NSIM
242
North Star Investment Management
Illinois
$105K +$105K +890 New
LWM
243
Liberty Wealth Management
California
$98K +$118 +1 +0.1%
GRP
244
Global Retirement Partners
California
$88K -$2.84K -24 -3%
FHA
245
First Horizon Advisors
Tennessee
$84K – – –
GI
246
Gradient Investments
Minnesota
$82K -$13K -110 -14%
AIC
247
Archer Investment Corporation
Indiana
$81.3K +$825 +7 +1%
AF
248
Allworth Financial
California
$71K – – –
FCM
249
Firestone Capital Management
Florida
$69K – – –
PFA
250
Professional Financial Advisors
Nebraska
$69K +$22.8K +193 +49%
8 9
10
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