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Fidelity MSCI Information Technology Index ETF
FTEC

Overview Fund Activity

297 hedge funds and large institutions have $1.38B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 99 increasing their positions, 121 reducing their positions, and 30 closing their positions.

Holders
297
Holders Change
-4
Holders Change %
-1.33%
% of All Funds
5.19%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
28
Increased
99
Reduced
121
Closed
30
Calls
$1.39M
Puts
$883K
Net Calls
+$507K
Net Calls Change
-$460K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$296M
2
BCM
2
Brookstone Capital Management
Illinois
$48.7M
3
Lido Advisors
3
Lido Advisors
California
$135M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$59.5M
5
PFGIA
5
Patriot Financial Group Insurance Agency
Massachusetts
$5.74M

Top Sellers

1
FP
1
Financial Perspectives
Minnesota
$226K
2
KAS
2
Kestra Advisory Services
Texas
$13.3M
3
5L
3
55I LLC
Massachusetts
$19.8M
4
FEM
4
Fulcrum Equity Management
Texas
$0
5
LWA
5
Lineweaver Wealth Advisors
Ohio
$492K
Name Holding Trade Value Shares
Change 		Shares
Change %
SHIM
76
Stone House Investment Management
Pennsylvania
$2.49M -$3.41M -28,971 -58%
MAG
77
Mokosak Advisory Group
Iowa
$2.49M +$13.7K +116 +0.6%
VC
78
Vicus Capital
Pennsylvania
$2.42M +$43.8K +372 +2%
PS
79
Portfolio Strategies
New York
$2.41M +$353 +3 +0%
WPP
80
Whalerock Point Partners
Rhode Island
$2.35M -$15.7K -133 -0.7%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$2.28M -$38.3K -325 -2%
HGWM
82
Horst & Graben Wealth Management
Oregon
$2.27M -$2.62M -22,228 -54%
Creative Planning
83
Creative Planning
Kansas
$2.26M -$385K -3,269 -15%
MA
84
Mutual Advisors
Nebraska
$2.2M -$615K -5,226 -22%
NA
85
Navellier & Associates
Nevada
$2.19M +$2.19M +18,600 New
MWM
86
Mascoma Wealth Management
New Hampshire
$2.15M -$59.7K -507 -3%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$2.13M -$1.38M -11,733 -39%
OWA
88
One Wealth Advisors
California
$2.09M -$154K -1,305 -7%
AWA
89
Arkadios Wealth Advisors
Georgia
$2.06M +$534K +4,532 +35%
BWM
90
Birchcreek Wealth Management
Ohio
$2.04M +$62.2K +528 +3%
LA
91
Lynch & Associates
Indiana
$2.03M -$75.9K -644 -4%
PWA
92
Physician Wealth Advisors
Utah
$2.02M -$1.46M -11,993 -42%
ANBT
93
American National Bank & Trust
Texas
$2M +$2M +17,000 New
SSW
94
Smith Shellnut Wilson
Mississippi
$2M +$13.3K +113 +0.7%
AI
95
Atria Investments
North Carolina
$1.95M +$1.95M +16,526 New
APW
96
Austin Private Wealth
Texas
$1.94M -$1.67M -14,164 -46%
UBS Group
97
UBS Group
Switzerland
$1.94M -$2.51M -21,319 -56%
KPWS
98
Kestra Private Wealth Services
Texas
$1.91M -$1.35M -11,468 -41%
PA
99
PFG Advisors
Arizona
$1.91M +$193K +1,637 +11%
MWM
100
Maltin Wealth Management
New Jersey
$1.9M +$54.3K +461 +3%
2 3
4
5 6