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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 %
CWM
101
Congress Wealth Management
Massachusetts
$2.63M +$964K +5,618 +58%
MWM
102
Maltin Wealth Management
New Jersey
$2.61M -$20.2K -118 -0.8%
SSW
103
Smith Shellnut Wilson
Mississippi
$2.57M +$905K +5,275 +54%
PCH
104
PGIM Custom Harvest
New Jersey
$2.54M -$181K -1,058 -7%
SS
105
Sunbelt Securities
Texas
$2.49M +$172K +1,005 +7%
IAN
106
Integrated Advisors Network
Texas
$2.49M +$181K +1,058 +8%
MAM
107
Marotta Asset Management
Virginia
$2.45M +$642K +3,707 +36%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$2.44M +$35K +204 +1%
Pathstone Holdings
109
Pathstone Holdings
New Jersey
$2.34M +$116K +679 +5%
BFEC
110
Benjamin F. Edwards & Company
Missouri
$2.28M +$133K +778 +6%
PAG
111
Private Advisor Group
New Jersey
$2.27M -$91.2K -532 -4%
ST
112
Spinnaker Trust
Maine
$2.11M -$2.57K -15 -0.1%
RCAG
113
Rehmann Capital Advisory Group
Michigan
$2.11M +$858 +5 +0%
FFN
114
Focus Financial Network
Minnesota
$2.1M +$748K +4,317 +55%
Envestnet Portfolio Solutions
115
Envestnet Portfolio Solutions
Illinois
$2.03M -$1.19M -6,939 -37%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$2.03M -$338K -1,971 -14%
CFG
117
Cooper Financial Group
California
$2M +$43.1K +251 +2%
VWM
118
VCI Wealth Management
Missouri
$1.97M -$481K -2,803 -20%
WPP
119
Whalerock Point Partners
Rhode Island
$1.88M -$41.9K -244 -2%
AI
120
Atria Investments
North Carolina
$1.87M -$1.75M -10,179 -48%
MA
121
Mutual Advisors
Nebraska
$1.83M -$681K -4,091 -27%
SXL
122
Summit X LLC
Missouri
$1.8M -$11.2K -65 -0.6%
AB
123
Atlas Brown
Kentucky
$1.8M +$44.8K +261 +3%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$1.8M -$253K -1,477 -12%
GFPC
125
Global Financial Private Client
Florida
$1.76M +$20.1K +117 +1%
3 4
5
6 7