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Fidelity MSCI Information Technology Index ETF
FTEC

Overview Fund Activity

239 hedge funds and large institutions have $1.02B invested in Fidelity MSCI Information Technology Index ETF in 2020 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+29
Holders Change %
+13.81%
% of All Funds
4.91%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
49
Increased
90
Reduced
70
Closed
17
Calls
$1.03M
Puts
$214K
Net Calls
+$811K
Net Calls Change
+$723K

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$30M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$50.2M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$50.4M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$13.4M
5
HF
5
Halpern Financial
Virginia
$14.5M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$253M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$21.6M
3
SW
3
SVB Wealth
Massachusetts
$5.34M
4
Wells Fargo
4
Wells Fargo
California
$19.5M
5
BFPW
5
BOK Financial Private Wealth
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
51
Soltis Investment Advisors
Utah
$3.63M +$3.63M +44,093 New
UBS Group
52
UBS Group
Switzerland
$3.61M -$1.4M -16,991 -28%
ACA
53
Atlas Capital Advisors
Wyoming
$3.58M +$1.38M +16,760 +63%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$3.57M +$2.87M +34,863 +406%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$3.53M +$557K +6,772 +19%
SCA
56
Snowden Capital Advisors
New York
$3.29M +$425K +5,162 +15%
AF
57
Advisornet Financial
Minnesota
$3.28M +$234K +2,850 +8%
VWA
58
Visionary Wealth Advisors
Illinois
$3.27M +$3.27M +39,802 New
AWM
59
AE Wealth Management
Kansas
$3.19M +$1.37M +16,638 +75%
HAS
60
HBW Advisory Services
California
$3.12M +$3.12M +37,959 New
CWG
61
Cornerstone Wealth Group
North Carolina
$3.1M +$200K +2,427 +7%
C1AG
62
Client 1st Advisory Group
Florida
$2.96M +$1.59M +18,838 +116%
FIM
63
Freedom Investment Management
Connecticut
$2.83M -$1.06M -12,867 -27%
SSWM
64
Smith Salley Wealth Management
North Carolina
$2.8M +$30.6K +372 +1%
SS
65
Simplicity Solutions
Minnesota
$2.8M +$1.29M +15,680 +85%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$2.75M -$103K -1,258 -4%
CS
67
Comerica Securities
Michigan
$2.71M -$53K -644 -2%
RJA
68
Raymond James & Associates
Florida
$2.69M -$1M -12,186 -27%
KPW
69
Kore Private Wealth
New York
$2.67M – – –
Goldman Sachs
70
Goldman Sachs
New York
$2.55M +$2.55M +30,958 New
IA
71
IFP Advisors
Florida
$2.48M +$129K +1,592 +5%
MAFM
72
Mid Atlantic Financial Management
Pennsylvania
$2.47M -$403K -4,904 -14%
TGAM
73
TBH Global Asset Management
Tennessee
$2.24M +$21.6K +262 +1%
DFG
74
Demars Financial Group
Washington
$2.23M -$229K -2,784 -9%
BWA
75
Beam Wealth Advisors
Louisiana
$2.2M -$1.8M -21,400 -45%
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3
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