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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
1
Kovitz Investment Group Partners
Illinois
$29.1M
2
KAS
2
Kestra Advisory Services
Texas
$31.8M
3
Lido Advisors
3
Lido Advisors
California
$318M
4
Bank of America
4
Bank of America
North Carolina
$23.3M
5
AM
5
AGF Management
Ontario, Canada
$45.2M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$394M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.05M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$9.75M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$22.1M
5
HIC
5
Hartline Investment Corp
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
51
Snowden Capital Advisors
New York
$6.3M -$139K -813 -2%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$6.17M -$960K -5,596 -13%
PCS
53
Personal CFO Solutions
New Jersey
$6.06M -$80.3K -468 -1%
JWCA
54
J.W. Cole Advisors
Florida
$5.98M +$614K +3,580 +11%
HighTower Advisors
55
HighTower Advisors
Illinois
$5.94M +$26.6K +155 +0.5%
BCA
56
Bay Colony Advisors
Massachusetts
$5.57M +$387K +2,259 +7%
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$5.5M +$133K +774 +2%
PWA
58
Primoris Wealth Advisors
Florida
$5.49M -$417K -2,429 -7%
YWM
59
Yoder Wealth Management
California
$5.41M +$531K +3,097 +11%
BCM
60
Brookstone Capital Management
Illinois
$5.11M +$23.2K +134 +0.5%
GM
61
GeoWealth Management
Illinois
$4.9M +$3.12M +18,203 +175%
AF
62
Allworth Financial
California
$4.87M -$91.3K -536 -2%
Creative Planning
63
Creative Planning
Kansas
$4.78M +$1.45M +8,450 +44%
FP
64
Financial Perspectives
Minnesota
$4.72M -$64.8K -378 -1%
CPA
65
Court Place Advisors
Maryland
$4.51M +$199K +1,160 +5%
OPS
66
Orion Portfolio Solutions
Nebraska
$4.39M +$1.19M +6,933 +37%
BCI
67
Brinker Capital Investments
Pennsylvania
$4.39M +$1.19M +6,933 +37%
SPC
68
Sigma Planning Corp
Michigan
$4.32M -$848K -4,944 -16%
BFA
69
Beaumont Financial Advisors
Massachusetts
$4.27M -$99.1K -578 -2%
PFS
70
Prospera Financial Services
Texas
$4.18M +$80.3K +468 +2%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$4.17M +$1.19M +6,913 +40%
SP
72
Stonebrook Private
Michigan
$4.16M -$1.22M -7,115 -23%
EH
73
Equitable Holdings
New York
$4.07M +$511K +2,979 +14%
MAG
74
Mokosak Advisory Group
Iowa
$4M -$56.3K -328 -1%
RJA
75
Raymond James & Associates
Florida
$3.87M +$138K +803 +4%
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3
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