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Fidelity MSCI Information Technology Index ETF
FTEC

Overview Fund Activity

239 hedge funds and large institutions have $1.02B invested in Fidelity MSCI Information Technology Index ETF in 2020 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+29
Holders Change %
+13.81%
% of All Funds
4.91%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
49
Increased
90
Reduced
70
Closed
17
Calls
$1.03M
Puts
$214K
Net Calls
+$811K
Net Calls Change
+$723K

Top Buyers

1
FI
FormulaFolio Investments
Michigan
$30M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$50.2M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$50.4M
4
BFA
Beaumont Financial Advisors
Massachusetts
$13.4M
5
HF
Halpern Financial
Virginia
$14.5M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$253M
2
Osaic Holdings
Osaic Holdings
Arizona
$21.6M
3
SW
SVB Wealth
Massachusetts
$5.34M
4
Wells Fargo
Wells Fargo
California
$19.5M
5
BFPW
BOK Financial Private Wealth
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
151
Valeo Financial Advisors
Indiana
$295K -$37.3K -454 -11%
SAM
152
Secure Asset Management
Michigan
$293K +$16.5K +200 +6%
WP
153
WealthPLAN Partners
Nebraska
$293K +$37.3K +415 +15%
JF
154
JSF Financial
California
$289K – – –
MCM
155
Magnolia Capital Management
New York
$274K -$50.5K -615 -16%
AA
156
Apriem Advisors
California
$263K – – –
Franklin Resources
157
Franklin Resources
California
$262K +$262K +3,038 New
XWM
158
Xcel Wealth Management
Florida
$261K +$261K +3,176 New
Financial Engines Advisors
159
Financial Engines Advisors
California
$252K +$252K +3,059 New
PAS
160
Partnervest Advisory Services
California
$249K -$163K -1,980 -40%
RWA
161
River Wealth Advisors
Pennsylvania
$247K +$247K +2,999 New
TP
162
Tranquility Partners
Tennessee
$247K +$247K +3,006 New
PAG
163
Private Advisor Group
New Jersey
$247K +$247K +3,008 New
ACS
164
Archford Capital Strategies
Illinois
$246K +$246K +2,986 New
TI
165
Trexquant Investment
Connecticut
$245K -$2.39M -29,076 -91%
EIA
166
Eldridge Investment Advisors
New Hampshire
$244K +$244K +2,971 New
EH
167
Equitable Holdings
New York
$243K +$243K +2,955 New
UCFA
168
United Capital Financial Advisors
Texas
$239K -$117K -1,420 -33%
AIC
169
Ameritas Investment Company
Nebraska
$233K -$21.5K -261 -8%
Northern Trust
170
Northern Trust
Illinois
$225K -$289K -3,516 -56%
RCA
171
Reitz Capital Advisors
Michigan
$225K -$245K -2,973 -52%
AWM
172
Argent Wealth Management
Massachusetts
$223K -$912K -10,173 -80%
FAIM
173
Financial Advocates Investment Management
Washington
$214K +$214K +2,600 New
CC
174
Copperleaf Capital
North Carolina
$207K +$207K +2,521 New
RIA
175
Realta Investment Advisors
Delaware
$207K +$207K +2,522 New
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