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Fidelity MSCI Information Technology Index ETF
FTEC

Overview Fund Activity

371 hedge funds and large institutions have $1.71B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+38
Holders Change %
+11.41%
% of All Funds
5.85%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.24%
New
73
Increased
119
Reduced
115
Closed
32
Calls
$1.96M
Puts
$92K
Net Calls
+$1.87M
Net Calls Change
-$1.03M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$437M
2
TIA
Traphagen Investment Advisors
New Jersey
$36.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$58.2M
4
VC
Vicus Capital
Pennsylvania
$17.8M
5
FIM
Freedom Investment Management
Connecticut
$12.6M

Top Sellers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
$0
2
FSC
Full Sail Capital
Oklahoma
$83.3M
3
Wells Fargo
Wells Fargo
California
$9.7M
4
CWG
Cornerstone Wealth Group
North Carolina
$0
5
RCAG
Rehmann Capital Advisory Group
Michigan
$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
151
Visionary Wealth Advisors
Illinois
$812K -$180K -1,378 -18%
HAS
152
HBW Advisory Services
California
$798K -$196K -1,499 -20%
AAS
153
Ameritas Advisory Services
Nebraska
$789K -$981K -7,628 -55%
DAS
154
Dynamic Advisor Solutions
Arizona
$779K +$779K +5,960 New
WCFA
155
Walkner Condon Financial Advisors
Wisconsin
$764K -$47.8K -366 -6%
KWA
156
KCS Wealth Advisory
California
$746K +$28.1K +215 +4%
FFL
157
Financial Freedom LLC
Ohio
$742K +$523 +4 +0.1%
LWM
158
Liberty Wealth Management
California
$722K +$47.2K +361 +7%
AWA
159
Arkadios Wealth Advisors
Georgia
$720K -$21.4K -164 -3%
DI
160
DFPG Investments
Utah
$714K -$2.44K -18 -0.3%
HI
161
Harbour Investments
Wisconsin
$707K +$45.6K +349 +7%
Fisher Asset Management
162
Fisher Asset Management
Washington
$703K +$162K +1,238 +30%
GFPC
163
Global Financial Private Client
Florida
$678K +$678K +5,197 New
FEM
164
Fulcrum Equity Management
Texas
$677K +$93.3K +714 +16%
SM
165
Sweeney & Michel
California
$676K +$1.15K +9 +0.2%
VNA
166
Valley National Advisers
Pennsylvania
$675K -$4.71K -36 -0.7%
WP
167
WealthSource Partners
California
$668K – – –
SF
168
Safeguard Financial
Wisconsin
$662K -$19.5K -149 -3%
EWS
169
Evergreen Wealth Solutions
Pennsylvania
$636K -$359K -2,745 -36%
XWM
170
Xcel Wealth Management
Florida
$622K +$71.7K +549 +13%
Northern Trust
171
Northern Trust
Illinois
$611K -$26.3K -201 -4%
CWM
172
Congress Wealth Management
Massachusetts
$610K +$97.1K +743 +19%
IRC
173
Investors Research Corp
Georgia
$599K +$13.8K +106 +2%
RA
174
Rise Advisors
New York
$598K -$11.4K -87 -2%
PA
175
Parallel Advisors
California
$595K -$419K -3,209 -41%
5 6
7
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