FTEC icon

Fidelity MSCI Information Technology Index ETF
FTEC

Overview Fund Activity

369 hedge funds and large institutions have $1.58B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 103 increasing their positions, 145 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.88%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
37
Increased
103
Reduced
145
Closed
37
Calls
$1.67M
Puts
$49K
Net Calls
+$1.62M
Net Calls Change
-$245K

Top Buyers

1
Lido Advisors
Lido Advisors
California
$203M
2
HIIFS
Harel Insurance Investments & Financial Services
Israel
$12.9M
3
EFH
Eaton Financial Holdings
Florida
$7.15M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20.4M
5
AM
AGF Management
Ontario, Canada
$12.8M

Top Sellers

1
TIA
Traphagen Investment Advisors
New Jersey
$858K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$44.2M
3
RJA
Raymond James & Associates
Florida
$2.43M
4
ACA
Aptus Capital Advisors
Alabama
$13.3K
5
SWM
Sanctuary Wealth Management
Idaho
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$251K – – –
EWM
252
Empirical Wealth Management
Washington
$247K -$143K -1,165 -37%
MCM
253
MAI Capital Management
Ohio
$247K +$18.2K +148 +8%
IWN
254
Independent Wealth Network
Iowa
$246K – – –
OA
255
Operose Advisors
Wisconsin
$246K +$246K +2,000 New
BRWA
256
B. Riley Wealth Advisors
Florida
$239K +$49.2K +400 +26%
SMA
257
Seven Mile Advisory
New Jersey
$237K – – –
LWM
258
Lodestone Wealth Management
Washington
$235K -$99.2K -807 -30%
MG
259
Mather Group
Illinois
$233K +$3.57K +29 +2%
MC
260
Moors & Cabot
Massachusetts
$232K -$53.2K -433 -19%
CSIA
261
Charles Schwab Investment Advisory
California
$231K +$231K +1,881 New
MWM
262
Mascoma Wealth Management
New Hampshire
$231K -$55.7K -453 -19%
MHR
263
Matthew Hamilton Rosenberg
$229K – – –
RF
264
RHS Financial
California
$223K -$171K -1,394 -43%
LGA
265
Lebenthal Global Advisors
New York
$223K -$12.4K -101 -5%
EAM
266
Empirical Asset Management
Massachusetts
$222K +$222K +1,803 New
JPMPWA
267
J.P. Morgan Private Wealth Advisors
California
$216K – – –
CPIA
268
Cornell Pochily Investment Advisors
New York
$212K +$246 +2 +0.1%
BSW
269
Buckingham Strategic Wealth
Missouri
$210K – – –
ZIMP
270
Zimmermann Investment Management & Planning
Pennsylvania
$209K -$8.73K -71 -4%
AWM
271
Adams Wealth Management
Utah
$208K -$1.97K -16 -0.9%
IAG
272
Investmark Advisory Group
Connecticut
$206K +$369 +3 +0.2%
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$204K +$204K +1,663 New
FFA
274
First Foundation Advisors
California
$204K -$107K -869 -34%
GRP
275
Global Retirement Partners
California
$181K -$61.6K -500 -25%
9 10
11
12 13