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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 %
CF
151
Centaurus Financial
California
$664K -$486K -4,125 -42%
CP
152
Capital Planning
Washington
$664K +$181K +1,533 +37%
CW
153
CreativeOne Wealth
Kansas
$633K +$211K +1,788 +50%
FP
154
Fiduciary Planning
Florida
$629K +$1.06K +9 +0.2%
FWP
155
Firethorn Wealth Partners
Georgia
$613K -$432K -3,667 -41%
CPO
156
Cerity Partners OCIO
New York
$603K +$603K +5,120 New
WP
157
WealthSource Partners
California
$599K -$72K -611 -11%
BAM
158
Belpointe Asset Management
Nevada
$593K -$417K -3,539 -41%
SPFA
159
Summit Place Financial Advisors
New Jersey
$554K -$14.7K -125 -3%
HWMA
160
Heritage Wealth Management (Arizona)
Arizona
$550K -$325K -2,758 -37%
VA
161
Valmark Advisers
Ohio
$543K -$904K -7,668 -62%
IWC
162
Integrated Wealth Concepts
Massachusetts
$543K -$185K -1,571 -25%
LA
163
LexAurum Advisors
Kansas
$529K -$238K -2,021 -31%
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$520K +$85K +721 +20%
SWP
165
Stratos Wealth Partners
Ohio
$519K +$52.1K +442 +11%
PAS
166
Park Avenue Securities
New York
$508K -$419K -3,554 -45%
T. Rowe Price Associates
167
T. Rowe Price Associates
Maryland
$507K – – –
RA
168
RFG Advisory
Alabama
$501K -$238K -2,018 -32%
TIA
169
Traphagen Investment Advisors
New Jersey
$498K -$2.71K -23 -0.5%
Franklin Resources
170
Franklin Resources
California
$496K – – –
IA
171
IFP Advisors
Florida
$495K -$1.48M -12,591 -75%
TCMP
172
Thrive Capital Management (Pennsylvania)
Pennsylvania
$494K – – –
LWA
173
Lineweaver Wealth Advisors
Ohio
$492K -$6.18M -52,492 -93%
CWS
174
Cypress Wealth Services
California
$483K +$706 +6 +0.1%
Fisher Asset Management
175
Fisher Asset Management
Washington
$459K -$40.8K -346 -8%
5 6
7
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