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Fidelity MSCI Information Technology Index ETF
FTEC

Overview Fund Activity

371 hedge funds and large institutions have $1.71B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+38
Holders Change %
+11.41%
% of All Funds
5.85%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.24%
New
73
Increased
119
Reduced
115
Closed
32
Calls
$1.96M
Puts
$92K
Net Calls
+$1.87M
Net Calls Change
-$1.03M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$437M
2
TIA
Traphagen Investment Advisors
New Jersey
$36.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$58.2M
4
VC
Vicus Capital
Pennsylvania
$17.8M
5
FIM
Freedom Investment Management
Connecticut
$12.6M

Top Sellers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
$0
2
FSC
Full Sail Capital
Oklahoma
$83.3M
3
Wells Fargo
Wells Fargo
California
$9.7M
4
CWG
Cornerstone Wealth Group
North Carolina
$0
5
RCAG
Rehmann Capital Advisory Group
Michigan
$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
251
Beam Wealth Advisors
Louisiana
$264K -$99.4K -761 -27%
IWN
252
Independent Wealth Network
Iowa
$262K – – –
FLPIM
253
F.L. Putnam Investment Management
Massachusetts
$260K +$260K +1,992 New
SWA
254
Stratos Wealth Advisors
Ohio
$260K +$260K +1,989 New
GRP
255
Global Retirement Partners
California
$258K +$6.27K +48 +2%
SMA
256
Seven Mile Advisory
New Jersey
$251K +$251K +1,925 New
LGA
257
Lebenthal Global Advisors
New York
$250K -$9.8K -75 -4%
MG
258
Mather Group
Illinois
$244K +$244K +1,870 New
MHR
259
Matthew Hamilton Rosenberg
$243K +$131 +1 +0.1%
IW
260
Instrumental Wealth
Florida
$243K +$243K +1,856 New
MCM
261
MAI Capital Management
Ohio
$243K +$243K +1,859 New
ERWM
262
Elk River Wealth Management
Colorado
$242K +$242K +1,854 New
SHIM
263
Stone House Investment Management
Pennsylvania
$237K -$18.2K -139 -7%
ZIMP
264
Zimmermann Investment Management & Planning
Pennsylvania
$231K +$231K +1,771 New
JPMPWA
265
J.P. Morgan Private Wealth Advisors
California
$229K – – –
CPIA
266
Cornell Pochily Investment Advisors
New York
$225K +$225K +1,726 New
CFD
267
Creative Financial Designs
Indiana
$225K +$67K +513 +42%
BPA
268
Beacon Pointe Advisors
California
$225K +$225K +1,721 New
MAM
269
Marotta Asset Management
Virginia
$224K +$224K +1,716 New
ICG
270
InterOcean Capital Group
Tennessee
$224K +$224K +1,713 New
BSW
271
Buckingham Strategic Wealth
Missouri
$223K +$223K +1,705 New
AWM
272
Adams Wealth Management
Utah
$223K -$24.3K -186 -10%
IAG
273
Investmark Advisory Group
Connecticut
$219K +$219K +1,674 New
NBT
274
Northwest Bank & Trust
Iowa
$216K +$216K +1,657 New
RDWM
275
Red Door Wealth Management
Tennessee
$206K +$206K +1,577 New
9 10
11
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