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Fidelity MSCI Information Technology Index ETF
FTEC

Overview Fund Activity

162 hedge funds and large institutions have $626M invested in Fidelity MSCI Information Technology Index ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+3
Holders Change %
+1.89%
% of All Funds
3.52%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
21
Increased
68
Reduced
44
Closed
16
Calls
$355K
Puts
–
Net Calls
+$355K
Net Calls Change
-$404K

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$14.8M
2
SW
2
SVB Wealth
Massachusetts
$10.7M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$15.2M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$29.1M
5
FSC
5
Full Sail Capital
Oklahoma
$21.3M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$204M
2
SXL
2
Summit X LLC
Missouri
$389K
3
Jane Street
3
Jane Street
New York
$3.3M
4
SHIM
4
Stone House Investment Management
Pennsylvania
$4.63M
5
NR
5
Newfound Research
Massachusetts
$1.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
151
Concourse Financial Group Securities
Alabama
$6K – – –
AIM
152
Anchor Investment Management
South Carolina
$5.05K +$5.05K +81 New
CFA
153
Camarda Financial Advisors
Florida
$5K – – –
DWM
154
Doyle Wealth Management
Florida
$5K +$5K +84 New
AIL
155
AGF Investments LLC
Ontario, Canada
$4K – – –
SCA
156
Stonebridge Capital Advisors
Minnesota
$3K +$3K +51 New
LF
157
Lee Financial
Texas
$2K – – –
PFO
158
Pathstone Family Office
New Jersey
$1K – – –
WWM
159
Willingdon Wealth Management
North Carolina
$1K – – –
JIP
160
Jaffetilchin Investment Partners
Florida
– -$755K -12,741 Closed
SWM
161
Sequoia Wealth Management
Illinois
– -$475K -8,005 Closed
MHS
162
M Holdings Securities
Oregon
– -$405K -6,825 Closed
PAG
163
Private Advisor Group
New Jersey
– -$364K -6,145 Closed
ZIM
164
Zacks Investment Management
Illinois
– -$299K -5,050 Closed
NEPWA
165
New England Private Wealth Advisors
Massachusetts
– -$295K -4,977 Closed
GFPC
166
Global Financial Private Capital
Florida
– -$246K -4,154 Closed
SS
167
Simplicity Solutions
Minnesota
– -$243K -4,097 Closed
AWM
168
AE Wealth Management
Kansas
– -$243K -4,097 Closed
MSA
169
Marino Stram & Associates
Massachusetts
– -$171K -2,886 Closed
CA
170
Cetera Advisors
Colorado
– -$47K -792 Closed
AIC
171
Archer Investment Corporation
Indiana
– -$26K -438 Closed
RFC
172
Regions Financial Corp
Alabama
– -$12K -200 Closed
GAM
173
Gemmer Asset Management
California
– -$7K -112 Closed
LFA
174
Legacy Financial Advisors
Kentucky
– -$6K -100 Closed
CAM
175
Cresset Asset Management
Illinois
– -$1K -9 Closed
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