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Fidelity MSCI Information Technology Index ETF
FTEC

Overview Fund Activity

427 hedge funds and large institutions have $2.27B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+10
Holders Change %
+2.4%
% of All Funds
6.19%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
51
Increased
161
Reduced
129
Closed
36
Calls
$3.58M
Puts
$1.03M
Net Calls
+$2.56M
Net Calls Change
-$6.04M

Top Buyers

1
CM
1
Churchill Management
California
$197M
2
CW
2
Connectus Wealth
Ohio
$24.5M
3
Lido Advisors
3
Lido Advisors
California
$280M
4
AM
4
AGF Management
Ontario, Canada
$34.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$14.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.5M
2
Charles Schwab
2
Charles Schwab
California
$503M
3
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$0
4
SW
4
SteelPeak Wealth
California
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
251
Charles Schwab Investment Advisory
California
$377K -$57.3K -368 -13%
RF
252
RHS Financial
California
$371K -$53.9K -346 -13%
IW
253
Instrumental Wealth
Florida
$367K +$34.5K +211 +10%
EWS
254
Evergreen Wealth Solutions
Pennsylvania
$362K -$190K -1,220 -34%
AA
255
Apriem Advisors
California
$358K – – –
SL
256
SWMG LLC
Texas
$352K +$87.4K +561 +33%
EIA
257
Eldridge Investment Advisors
New Hampshire
$351K – – –
EWM
258
Empirical Wealth Management
Washington
$345K +$31.5K +202 +10%
CFD
259
Creative Financial Designs
Indiana
$345K -$26.5K -170 -7%
MCM
260
MAI Capital Management
Ohio
$343K +$30.1K +193 +10%
LA
261
LexAurum Advisors
Kansas
$335K -$88.2K -566 -21%
CIBC Private Wealth Group
262
CIBC Private Wealth Group
Georgia
$335K +$108K +692 +48%
HKIMG
263
Hutchens & Kramer Investment Management Group
Indiana
$330K -$8.42K -54 -2%
MCM
264
Magnolia Capital Management
New York
$329K – – –
RLWM
265
RF&L Wealth Management
Massachusetts
$329K – – –
LC
266
Landaas & Company
Wisconsin
$327K +$327K +2,100 New
FTS
267
Fifth Third Securities
Ohio
$324K -$34.6K -222 -10%
LW
268
Linscomb Wealth
Texas
$324K +$324K +2,080 New
Cerity Partners
269
Cerity Partners
New York
$322K +$311 +2 +0.1%
EHC
270
Everett Harris & Co
California
$319K – – –
SRSA
271
S.R. Schill & Associates
Washington
$313K +$1.09K +7 +0.3%
CMAI
272
Capital Management Associates Inc
Minnesota
$312K – – –
MG
273
Mather Group
Illinois
$309K – – –
AC
274
Arjuna Capital
North Carolina
$308K +$308K +1,974 New
O3W
275
Omni 360 Wealth
New Jersey
$303K +$4.21K +27 +1%
9 10
11
12 13