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Fidelity MSCI Information Technology Index ETF
FTEC

Overview Fund Activity

428 hedge funds and large institutions have $2.37B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 153 increasing their positions, 132 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.23%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
51
Increased
153
Reduced
132
Closed
39
Calls
$3.28M
Puts
$1.05M
Net Calls
+$2.23M
Net Calls Change
-$325K

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$29.1M
2
KAS
Kestra Advisory Services
Texas
$31.8M
3
Lido Advisors
Lido Advisors
California
$318M
4
Bank of America
Bank of America
North Carolina
$23.3M
5
AM
AGF Management
Ontario, Canada
$45.2M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$394M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.05M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$9.75M
4
Osaic Holdings
Osaic Holdings
Arizona
$22.1M
5
HIC
Hartline Investment Corp
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
251
Founders Financial Alliance
North Carolina
$376K +$376K +2,189 New
TFM
252
TFC Financial Management
Massachusetts
$374K +$374K +2,180 New
GGS
253
Galvin Gaustad & Stein
Arizona
$372K +$372K +2,166 New
FTS
254
Fifth Third Securities
Ohio
$370K +$13K +76 +4%
CFD
255
Creative Financial Designs
Indiana
$366K -$13.2K -77 -3%
CIBC Private Wealth Group
256
CIBC Private Wealth Group
Georgia
$366K -$17.9K -100 -5%
RLWM
257
RF&L Wealth Management
Massachusetts
$362K – – –
LW
258
Linscomb Wealth
Texas
$357K – – –
EWS
259
Evergreen Wealth Solutions
Pennsylvania
$354K -$43.7K -255 -11%
MG
260
Mather Group
Illinois
$354K +$18.5K +119 +6%
EHC
261
Everett Harris & Co
California
$352K – – –
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$351K +$216K +1,261 +161%
VBCG
263
Valley Brook Capital Group
Pennsylvania
$347K +$17.2K +100 +5%
SCM
264
Saxony Capital Management
Missouri
$347K +$347K +2,022 New
SRSA
265
S.R. Schill & Associates
Washington
$346K +$1.72K +10 +0.5%
CMAI
266
Capital Management Associates Inc
Minnesota
$343K – – –
CF
267
Centaurus Financial
California
$343K +$29.5K +172 +9%
O3W
268
Omni 360 Wealth
New Jersey
$340K +$6K +35 +2%
AC
269
Arjuna Capital
North Carolina
$339K – – –
BRWA
270
B. Riley Wealth Advisors
Florida
$335K +$1.72K +10 +0.5%
VCP
271
Verus Capital Partners
Arizona
$333K +$333K +1,939 New
FEM
272
Fulcrum Equity Management
Texas
$331K -$358K -2,086 -52%
SMA
273
Seven Mile Advisory
New Jersey
$330K +$171 +1 +0.1%
EWA
274
Exencial Wealth Advisors
Oklahoma
$329K +$28.6K +167 +10%
MHR
275
Matthew Hamilton Rosenberg
$322K – – –
9 10
11
12 13