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Fidelity MSCI Information Technology Index ETF
FTEC

Overview Fund Activity

333 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 118 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+11
Holders Change %
+3.42%
% of All Funds
5.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
46
Increased
111
Reduced
118
Closed
25
Calls
$2.95M
Puts
$57K
Net Calls
+$2.89M
Net Calls Change
+$1.16M

Top Buyers

1
PS
Portfolio Strategies
New York
+$14.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.6M
3
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$12M
4
CW
Connectus Wealth
Ohio
+$8.92M
5
Osaic Holdings
Osaic Holdings
Arizona
+$7.28M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$8.04M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.15M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$4.27M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.92M
5
Bank of America
Bank of America
North Carolina
-$3.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVWAG
226
Sound View Wealth Advisors Group
Georgia
$262K -$176K -1,547 -40%
ATC
227
Adirondack Trust Company
New York
$262K – – –
CAC
228
Certified Advisory Corp
Florida
$255K +$255K +2,233 New
SFA
229
Sequoia Financial Advisors
Ohio
$253K +$253K +2,217 New
HWA
230
HHM Wealth Advisors
Tennessee
$250K – – –
BL
231
BFSG LLC
California
$250K +$250K +2,196 New
CI
232
CPR Investments
Michigan
$250K +$250K +2,191 New
HWM
233
HB Wealth Management
Georgia
$243K +$114 +1 +0%
WAP
234
Wealthcare Advisory Partners
Pennsylvania
$237K +$237K +2,082 New
EHC
235
Everett Harris & Co
California
$234K +$234K +2,050 New
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$232K +$106K +928 +83%
LWM
237
Lyell Wealth Management
California
$232K +$232K +2,036 New
IWN
238
Independent Wealth Network
Iowa
$228K +$228K +2,005 New
LGA
239
Lebenthal Global Advisors
New York
$227K -$26.2K -230 -10%
SHIM
240
Stone House Investment Management
Pennsylvania
$223K -$24.5K -215 -10%
LWM
241
LJI Wealth Management
Indiana
$219K -$33.5K -294 -13%
FFP
242
FourThought Financial Partners
Florida
$217K +$217K +1,906 New
AWM
243
Adams Wealth Management
Utah
$215K +$215K +1,890 New
GRP
244
Global Retirement Partners
California
$215K +$57.9K +518 +37%
MHR
245
Matthew Hamilton Rosenberg
$212K – – –
CF
246
Centaurus Financial
California
$210K +$29.2K +256 +16%
EAM
247
Empirical Asset Management
Massachusetts
$210K +$210K +1,842 New
CCM
248
Cox Capital Management
Massachusetts
$205K +$205K +1,800 New
Renaissance Technologies
249
Renaissance Technologies
New York
$205K +$205K +1,800 New
JPMPWA
250
J.P. Morgan Private Wealth Advisors
California
$200K -$343K -3,007 -63%
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