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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 %
SMA
276
Seven Mile Advisory
New Jersey
$300K – – –
VBCG
277
Valley Brook Capital Group
Pennsylvania
$300K +$16.4K +105 +6%
CAMG
278
CWA Asset Management Group
Florida
$299K – – –
GJIA
279
Glass Jacobson Investment Advisors
Maryland
$297K -$3.9K -25 -1%
MHR
280
Matthew Hamilton Rosenberg
$290K – – –
IWC
281
Integrated Wealth Concepts
Massachusetts
$290K +$290K +1,860 New
Brown Advisory
282
Brown Advisory
Maryland
$287K +$287K +1,843 New
CF
283
Centaurus Financial
California
$285K +$56.3K +362 +25%
IWN
284
Independent Wealth Network
Iowa
$281K -$21.8K -140 -7%
CIA
285
Cape Investment Advisory
Georgia
$278K – – –
CPIA
286
Cornell Pochily Investment Advisors
New York
$276K +$5.92K +38 +2%
EWA
287
Exencial Wealth Advisors
Oklahoma
$273K +$1.25K +8 +0.5%
LWM
288
Lodestone Wealth Management
Washington
$272K +$935 +6 +0.3%
ACGA
289
Atlanta Consulting Group Advisors
Georgia
$268K +$268K +1,721 New
ZIMP
290
Zimmermann Investment Management & Planning
Pennsylvania
$263K -$2.03K -13 -0.8%
IAG
291
Investmark Advisory Group
Connecticut
$262K +$467 +3 +0.2%
P
292
&Partners
Tennessee
$262K – – –
FFA
293
First Foundation Advisors
California
$259K – – –
LWA
294
Lineweaver Wealth Advisors
Ohio
$255K +$467 +3 +0.2%
IAIM
295
International Assets Investment Management
Florida
$251K – – –
EWM
296
Endowment Wealth Management
Wisconsin
$249K +$312 +2 +0.1%
BSW
297
Buckingham Strategic Wealth
Missouri
$248K -$34.6K -222 -12%
RDWM
298
Red Door Wealth Management
Tennessee
$246K -$9.04K -58 -4%
NBT
299
Northwest Bank & Trust
Iowa
$244K – – –
DT
300
Diversified Trust
Tennessee
$242K +$242K +1,552 New
10 11
12
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