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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 %
LWL
326
Leo Wealth LLC
Texas
$217K +$217K +1,263 New
QCM
327
QRG Capital Management
Illinois
$217K +$217K +1,263 New
FAIM
328
Financial Advocates Investment Management
Washington
$214K +$214K +1,249 New
HWA
329
HHM Wealth Advisors
Tennessee
$212K +$123K +720 +140%
GCIM
330
Gunn & Company Investment Management
Florida
$207K +$207K +1,207 New
CPSAC
331
Chas P. Smith & Associates (CPS)
Florida
$207K +$207K +1,207 New
SPFA
332
Summit Place Financial Advisors
New Jersey
$206K +$206K +1,200 New
BHPW
333
Beverly Hills Private Wealth
California
$201K +$201K +1,169 New
FFA
334
Farther Finance Advisors
California
$200K -$20.8K -120 -9%
CWP
335
Concord Wealth Partners
Virginia
$197K +$172 +1 +0.1%
SFCL
336
Strengthening Families & Communities LLC
Massachusetts
$194K +$194K +1,133 New
Bank of Montreal
337
Bank of Montreal
Ontario, Canada
$192K -$55K -321 -22%
AIC
338
Archer Investment Corporation
Indiana
$189K +$179K +1,045 +1,771%
MWM
339
Mascoma Wealth Management
New Hampshire
$188K -$14.6K -85 -7%
PFA
340
Pathway Financial Advisers
Indiana
$176K +$18.1K +106 +11%
Kayne Anderson Rudnick Investment Management
341
Kayne Anderson Rudnick Investment Management
California
$154K – – –
NSIM
342
North Star Investment Management
Illinois
$153K – – –
IFAM
343
Institutional & Family Asset Management
Colorado
$150K +$150K +877 New
ANBT
344
American National Bank & Trust
Texas
$149K +$94.9K +553 +176%
BFPW
345
BOK Financial Private Wealth
Colorado
$148K – – –
Carson Wealth (CWM LLC)
346
Carson Wealth (CWM LLC)
Nebraska
$147K -$86.5K -504 -37%
HNB
347
Huntington National Bank
Ohio
$146K -$108K – –
CTA
348
Colonial Trust Advisors
South Carolina
$146K – – –
HBW
349
Hazlett, Burt & Watson
West Virginia
$143K – – –
PTC
350
Private Trust Company
Ohio
$131K -$343 -2 -0.3%
12 13
14
15 16