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Fidelity MSCI Information Technology Index ETF
FTEC

Overview Fund Activity

333 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 118 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+11
Holders Change %
+3.42%
% of All Funds
5.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
46
Increased
111
Reduced
118
Closed
25
Calls
$2.95M
Puts
$57K
Net Calls
+$2.89M
Net Calls Change
+$1.16M

Top Buyers

1
PS
Portfolio Strategies
New York
$28.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$35.8M
3
HIIFS
Harel Insurance Investments & Financial Services
Israel
$12M
4
CW
Connectus Wealth
Ohio
$14M
5
Osaic Holdings
Osaic Holdings
Arizona
$19.7M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$11.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$491K
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.42M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.22M
5
Bank of America
Bank of America
North Carolina
$8.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$964K -$835K -7,445 -46%
JF
127
JSF Financial
California
$927K -$161K -1,415 -15%
Citadel Advisors
128
Citadel Advisors
Florida
$885K -$2.8M -24,590 -76%
PA
129
Parallel Advisors
California
$885K -$54.6K -479 -6%
IAN
130
Integrated Advisors Network
Texas
$877K -$9.57K -84 -1%
EWS
131
Evergreen Wealth Solutions
Pennsylvania
$867K -$97.9K -859 -10%
HAS
132
HBW Advisory Services
California
$867K +$867K +7,606 New
VWA
133
Visionary Wealth Advisors
Illinois
$865K -$303K -2,661 -26%
BCA
134
Bay Colony Advisors
Massachusetts
$864K +$18.9K +169 +2%
FFN
135
Focus Financial Network
Minnesota
$852K -$42.4K -372 -5%
FAM
136
Forte Asset Management
New York
$845K +$33.7K +296 +4%
CH
137
Canton Hathaway
Rhode Island
$825K – – –
SWP
138
Stratos Wealth Partners
Ohio
$821K -$4.1K -36 -0.5%
NL
139
NWAM LLC
Washington
$809K +$70.1K +615 +9%
RSWM
140
Robertson Stephens Wealth Management
California
$808K +$406K +3,562 +101%
TRCT
141
Tower Research Capital (TRC)
New York
$798K -$1.19M -10,487 -60%
DWM
142
Dakota Wealth Management
Florida
$764K +$11.4K +100 +2%
BAM
143
Belpointe Asset Management
Nevada
$752K +$11.1K +97 +1%
CP
144
Capital Planning
Washington
$750K +$49.1K +431 +7%
BWM
145
BCS Wealth Management
Tennessee
$743K +$263K +2,312 +55%
TCM
146
Tandem Capital Management
New Jersey
$724K +$3.42K +30 +0.5%
SIC
147
Samalin Investment Counsel
New York
$722K +$1.14K +10 +0.2%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$713K +$32.9K +289 +5%
EH
149
Equitable Holdings
New York
$709K -$745K -6,534 -51%
WCFA
150
Walkner Condon Financial Advisors
Wisconsin
$708K +$41.7K +366 +6%
4 5
6
7 8