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Fidelity MSCI Information Technology Index ETF
FTEC

Overview Fund Activity

303 hedge funds and large institutions have $1.37B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 104 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+6
Holders Change %
+2.02%
% of All Funds
5.32%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
32
Increased
103
Reduced
104
Closed
21
Calls
$925K
Puts
$534K
Net Calls
+$391K
Net Calls Change
-$116K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$23.5M
2
KAS
2
Kestra Advisory Services
Texas
$21.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$8.49M
4
Charles Schwab
4
Charles Schwab
California
$304M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$76.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.5M
2
HF
2
Halpern Financial
Virginia
$11.3M
3
FIM
3
Freedom Investment Management
Connecticut
$10.2M
4
5L
4
55I LLC
Massachusetts
$13.1M
5
BCM
5
Brookstone Capital Management
Illinois
$44.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
301
Capital Asset Advisory Services
Michigan
$1K -$41.7K -417 -98%
FCMT
302
Founders Capital Management (Texas)
Texas
$1K – – –
FRA
303
Front Row Advisors
California
$1K – – –
Goldman Sachs
304
Goldman Sachs
New York
– -$4.08M -34,610 Closed
JWCA
305
J.W. Cole Advisors
Florida
– -$2.82M -23,969 Closed
PWA
306
Physician Wealth Advisors
Utah
– -$2.02M -16,666 Closed
APW
307
Austin Private Wealth
Texas
– -$1.94M -16,501 Closed
SPAS
308
Spectrum Planning & Advisory Services
California
– -$1.07M -9,090 Closed
CAS
309
Cascadia Advisory Services
Oregon
– -$672K -5,709 Closed
IWC
310
Integrated Wealth Concepts
Massachusetts
– -$543K -4,607 Closed
BTWM
311
Baker Tilly Wealth Management
Wisconsin
– -$392K -3,325 Closed
KOMWMG
312
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$328K -2,782 Closed
FFA
313
First Foundation Advisors
California
– -$276K -2,347 Closed
EWA
314
Exencial Wealth Advisors
Oklahoma
– -$264K -2,239 Closed
YIH
315
Y-Intercept (HK)
Hong Kong
– -$247K -2,096 Closed
CIAS
316
Capital Investment Advisory Services
North Carolina
– -$239K -2,027 Closed
RCA
317
Reitz Capital Advisors
Michigan
– -$231K -1,965 Closed
BSW
318
Buckingham Strategic Wealth
Missouri
– -$219K -1,857 Closed
OIA
319
OneDigital Investment Advisors
Kansas
– -$212K -1,796 Closed
CL
320
CPWM LLC
Washington
– -$211K -1,789 Closed
RDWM
321
Red Door Wealth Management
Tennessee
– -$185K -1,577 Closed
First Manhattan
322
First Manhattan
New York
– -$58K -500 Closed
SL
323
Savior LLC
Massachusetts
– -$27K -229 Closed
GFPC
324
Global Financial Private Client
Florida
– -$14.7K -125 Closed
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