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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 %
LGA
301
Lebenthal Global Advisors
New York
$240K – – –
EMAM
302
Encompass More Asset Management
California
$240K +$240K +1,539 New
BRWA
303
B. Riley Wealth Advisors
Florida
$239K +$18.4K +150 +8%
LRWA
304
Long Run Wealth Advisors
New York
$238K -$468 -3 -0.2%
UL
305
Unionview LLC
Washington
$236K +$156 +1 +0.1%
ICG
306
InterOcean Capital Group
Tennessee
$236K +$236K +1,512 New
GRP
307
Global Retirement Partners
California
$234K +$779 +5 +0.3%
CAI
308
Capital Advisors Inc
Oklahoma
$233K +$233K +1,495 New
BWA
309
Beam Wealth Advisors
Louisiana
$232K -$5.61K -36 -2%
AWM
310
Able Wealth Management
New Jersey
$230K -$2.49K -16 -1%
UCFA
311
United Capital Financial Advisors
Texas
$228K +$3.9K +25 +2%
Bank of Montreal
312
Bank of Montreal
Ontario, Canada
$226K +$71.1K +453 +46%
BIA
313
Bell Investment Advisors
California
$226K +$312 +2 +0.1%
CWM
314
Centurion Wealth Management
Virginia
$225K +$312 +2 +0.1%
DF
315
Dunhill Financial
United Kingdom
$224K +$209K +1,339 +1,339%
BWP
316
Barlow Wealth Partners
Kentucky
$223K – – –
TW
317
TrinityPoint Wealth
Connecticut
$223K +$223K +1,430 New
FRA
318
Frank Rimerman Advisors
California
$221K – – –
SBIA
319
Sheaff Brock Investment Advisors
Indiana
$218K – – –
WWM
320
Western Wealth Management
Colorado
$218K +$156 +1 +0.1%
MSFS
321
Main Street Financial Solutions
Pennsylvania
$214K +$214K +1,375 New
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$212K +$4.99K +32 +2%
RC
323
Roundview Capital
New Jersey
$212K +$212K +1,359 New
CCMG
324
Clark Capital Management Group
Pennsylvania
$209K +$209K +1,341 New
S
325
SignatureFD
Georgia
$209K +$9.04K +58 +5%
11 12
13
14 15