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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 %
CAI
276
Capital Advisors Inc
Oklahoma
$319K +$62.4K +364 +24%
Brown Advisory
277
Brown Advisory
Maryland
$316K – – –
GJIA
278
Glass Jacobson Investment Advisors
Maryland
$312K -$14.7K -86 -5%
CIA
279
Cape Investment Advisory
Georgia
$307K – – –
IWN
280
Independent Wealth Network
Iowa
$306K -$3.43K -20 -1%
Jones Financial Companies
281
Jones Financial Companies
Missouri
$299K +$96.8K +564 +48%
LWM
282
Lodestone Wealth Management
Washington
$298K -$1.54K -9 -0.5%
IAIM
283
International Assets Investment Management
Florida
$298K +$21.8K +127 +8%
EWM
284
Empirical Wealth Management
Washington
$297K -$82.5K -481 -22%
CPIA
285
Cornell Pochily Investment Advisors
New York
$293K -$10.8K -63 -4%
CWG
286
Cornerstone Wealth Group
North Carolina
$291K +$291K +1,699 New
BSW
287
Buckingham Strategic Wealth
Missouri
$289K +$16.6K +97 +6%
IAG
288
Investmark Advisory Group
Connecticut
$289K +$172 +1 +0.1%
ZIMP
289
Zimmermann Investment Management & Planning
Pennsylvania
$288K -$1.2K -7 -0.4%
FFA
290
First Foundation Advisors
California
$285K – – –
NBT
291
Northwest Bank & Trust
Iowa
$284K – – –
LWA
292
Lineweaver Wealth Advisors
Ohio
$281K +$172 +1 +0.1%
GRP
293
Global Retirement Partners
California
$280K +$23K +134 +9%
EWM
294
Endowment Wealth Management
Wisconsin
$274K +$343 +2 +0.1%
RDWM
295
Red Door Wealth Management
Tennessee
$271K +$171 +1 +0.1%
DT
296
Diversified Trust
Tennessee
$266K – – –
SWA
297
SFMG Wealth Advisors
Texas
$266K +$266K +1,548 New
LGA
298
Lebenthal Global Advisors
New York
$264K – – –
Cerity Partners
299
Cerity Partners
New York
$263K -$91.4K -533 -26%
LRWA
300
Long Run Wealth Advisors
New York
$263K +$171 +1 +0.1%
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