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Fidelity MSCI Information Technology Index ETF
FTEC

Overview Fund Activity

417 hedge funds and large institutions have $1.91B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 133 increasing their positions, 118 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+48
Holders Change %
+13.01%
% of All Funds
6.11%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
86
Increased
133
Reduced
118
Closed
33
Calls
$8.81M
Puts
$215K
Net Calls
+$8.59M
Net Calls Change
+$6.97M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$70M
2
SW
2
SteelPeak Wealth
California
$9.54M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$60.3M
4
Lido Advisors
4
Lido Advisors
California
$246M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$8.03M

Top Sellers

1
FSC
1
Full Sail Capital
Oklahoma
$62.4M
2
CW
2
Connectus Wealth
Ohio
$6.94M
3
Charles Schwab
3
Charles Schwab
California
$478M
4
CF
4
Cantor Fitzgerald
New York
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SXL
126
Summit X LLC
Missouri
$1.48M -$10.5K -73 -0.7%
AB
127
Atlas Brown
Kentucky
$1.43M -$37.3K -260 -3%
BCI
128
Brinker Capital Investments
Pennsylvania
$1.41M -$3.67M -26,127 -72%
OPS
129
Orion Portfolio Solutions
Nebraska
$1.41M -$3.67M -26,127 -72%
SB
130
Strategic Blueprint
Georgia
$1.4M +$329K +2,292 +31%
SSW
131
Smith Shellnut Wilson
Mississippi
$1.39M -$5.75K -40 -0.4%
C1AG
132
Client 1st Advisory Group
Florida
$1.37M -$218K -1,516 -14%
BAAM
133
Baker Avenue Asset Management
California
$1.37M – – –
AWM
134
Avior Wealth Management
Nebraska
$1.36M +$287 +2 +0%
APWM
135
Atlas Private Wealth Management
New York
$1.36M +$6.75K +47 +0.5%
SWM
136
Spire Wealth Management
Virginia
$1.33M -$1.93K -13 -0.1%
RA
137
RFG Advisory
Alabama
$1.31M -$49.1K -342 -4%
GFPC
138
Global Financial Private Client
Florida
$1.3M +$273K +1,901 +27%
DSC
139
Duncker Streett & Co
Missouri
$1.29M – – –
MAM
140
Marotta Asset Management
Virginia
$1.28M +$587K +4,088 +85%
FFA
141
Florida Financial Advisors
Florida
$1.23M +$1.23M +8,589 New
LFAS
142
Level Four Advisory Services
Texas
$1.21M -$30.9K -215 -2%
RSWM
143
Robertson Stephens Wealth Management
California
$1.19M +$171K +1,191 +17%
NL
144
NWAM LLC
Washington
$1.19M +$148K +1,032 +14%
Truist Financial
145
Truist Financial
North Carolina
$1.18M -$110K -769 -9%
AF
146
Apexium Financial
Texas
$1.15M -$221K -1,540 -16%
CPL
147
CAP Partners LLC
Tennessee
$1.11M +$1.11M +7,749 New
FFN
148
Focus Financial Network
Minnesota
$1.1M -$49.4K -344 -4%
JF
149
JSF Financial
California
$1.03M -$13.2K -92 -1%
FAM
150
Forte Asset Management
New York
$1.01M -$45.8K -319 -4%
4 5
6
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