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Fidelity MSCI Information Technology Index ETF
FTEC

Overview Fund Activity

417 hedge funds and large institutions have $1.91B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 133 increasing their positions, 118 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+48
Holders Change %
+13.01%
% of All Funds
6.11%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
86
Increased
133
Reduced
118
Closed
33
Calls
$8.81M
Puts
$215K
Net Calls
+$8.59M
Net Calls Change
+$6.97M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$70M
2
SW
2
SteelPeak Wealth
California
$9.54M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$60.3M
4
Lido Advisors
4
Lido Advisors
California
$246M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$8.03M

Top Sellers

1
FSC
1
Full Sail Capital
Oklahoma
$62.4M
2
CW
2
Connectus Wealth
Ohio
$6.94M
3
Charles Schwab
3
Charles Schwab
California
$478M
4
CF
4
Cantor Fitzgerald
New York
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERWM
276
Elk River Wealth Management
Colorado
$251K -$54.6K -380 -18%
EWA
277
Exencial Wealth Advisors
Oklahoma
$251K +$251K +1,745 New
LWM
278
Lodestone Wealth Management
Washington
$250K -$24.4K -170 -9%
CPIA
279
Cornell Pochily Investment Advisors
New York
$249K +$575 +4 +0.2%
ZIMP
280
Zimmermann Investment Management & Planning
Pennsylvania
$244K – – –
SL
281
SWMG LLC
Texas
$244K +$244K +1,696 New
IAG
282
Investmark Advisory Group
Connecticut
$241K +$431 +3 +0.2%
FFA
283
First Foundation Advisors
California
$238K – – –
NBT
284
Northwest Bank & Trust
Iowa
$238K +$238K +1,657 New
RDWM
285
Red Door Wealth Management
Tennessee
$235K +$235K +1,639 New
LWA
286
Lineweaver Wealth Advisors
Ohio
$235K -$62.5K -435 -21%
P
287
&Partners
Tennessee
$232K +$232K +1,682 New
IAIM
288
International Assets Investment Management
Florida
$231K +$231K +1,608 New
EWM
289
Endowment Wealth Management
Wisconsin
$229K +$229K +1,595 New
SAM
290
Sequent Asset Management
Texas
$226K +$226K +1,575 New
LGA
291
Lebenthal Global Advisors
New York
$221K -$39.5K -275 -15%
LRWA
292
Long Run Wealth Advisors
New York
$220K +$220K +1,533 New
BWA
293
Beam Wealth Advisors
Louisiana
$219K +$219K +1,523 New
UL
294
Unionview LLC
Washington
$217K +$217K +1,514 New
PO
295
Private Ocean
California
$216K +$59.6K +415 +38%
AWM
296
Able Wealth Management
New Jersey
$215K +$215K +1,494 New
GRP
297
Global Retirement Partners
California
$214K +$3.01K +21 +1%
RWM
298
Ritholtz Wealth Management
New York
$211K +$211K +1,472 New
CF
299
Centaurus Financial
California
$211K +$21.5K +150 +11%
BWP
300
Barlow Wealth Partners
Kentucky
$210K +$210K +1,459 New
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