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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.

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

Top Sellers

1
FP
Financial Perspectives
Minnesota
$226K
2
KAS
Kestra Advisory Services
Texas
$13.3M
3
5L
55I LLC
Massachusetts
$19.8M
4
FEM
Fulcrum Equity Management
Texas
$0
5
LWA
Lineweaver Wealth Advisors
Ohio
$492K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
126
Soltis Investment Advisors
Utah
$1.12M +$236K +2,006 +27%
SPAS
127
Spectrum Planning & Advisory Services
California
$1.07M -$919K -7,803 -46%
AIP
128
Ahrens Investment Partners
Louisiana
$1.07M -$70.4K -598 -6%
JPMPWA
129
J.P. Morgan Private Wealth Advisors
California
$1.06M +$1.06M +9,010 New
SWA
130
Stratos Wealth Advisors
Ohio
$1.04M -$350K -2,974 -25%
CH
131
Canton Hathaway
Rhode Island
$1.03M -$47.1K -400 -4%
SWM
132
Spire Wealth Management
Virginia
$1.03M +$7.65K +65 +0.7%
FCA
133
FLC Capital Advisors
California
$1.03M -$59.1K -502 -5%
CC
134
Copperleaf Capital
North Carolina
$1.01M -$8.01K -68 -0.8%
SAM
135
Secure Asset Management
Michigan
$1.01M +$287K +2,440 +40%
CWA
136
Clearview Wealth Advisors
Oregon
$994K -$975K -8,278 -50%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$928K -$731K -6,207 -44%
TCM
138
Tandem Capital Management
New Jersey
$896K – – –
UCFA
139
United Capital Financial Advisors
Texas
$799K +$345K +2,927 +76%
SIC
140
Samalin Investment Counsel
New York
$792K +$26K +221 +3%
DOA
141
D'Orazio & Associates
Virginia
$766K – – –
BRWA
142
B. Riley Wealth Advisors
Florida
$752K -$89.2K -757 -11%
IWS
143
Insight Wealth Strategies
California
$743K +$50.7K +431 +7%
PG
144
Prostatis Group
Maryland
$739K -$35.1K -298 -5%
Renaissance Technologies
145
Renaissance Technologies
New York
$730K +$730K +6,200 New
EH
146
Equitable Holdings
New York
$710K +$168K +1,430 +31%
LFF
147
Level Four Financial
Texas
$702K +$79.5K +675 +13%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$698K -$636K – –
CAS
149
Cascadia Advisory Services
Oregon
$672K -$465K -3,951 -41%
WWM
150
Western Wealth Management
Colorado
$666K -$100K -845 -13%
4 5
6
7 8