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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 %
SIA
151
Soltis Investment Advisors
Utah
$1.01M -$2.59M -18,038 -72%
CH
152
Canton Hathaway
Rhode Island
$1M -$14.4K -100 -1%
SWP
153
Stratos Wealth Partners
Ohio
$993K +$41.4K +288 +4%
TIA
154
Traphagen Investment Advisors
New Jersey
$992K -$10.8K -75 -1%
RA
155
Rational Advisors
New York
$959K +$959K +6,673 New
SIC
156
Samalin Investment Counsel
New York
$947K +$35.1K +244 +4%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$942K +$12.9K +90 +1%
AAS
158
Avantax Advisory Services
Texas
$941K +$15.9K +111 +2%
DWM
159
Dakota Wealth Management
Florida
$934K -$15.7K -109 -2%
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$927K -$165K -1,151 -15%
Bank of New York Mellon
161
Bank of New York Mellon
New York
$919K +$919K +6,400 New
TCM
162
Tandem Capital Management
New Jersey
$910K -$1.15K -8 -0.1%
AWA
163
Arkadios Wealth Advisors
Georgia
$892K +$137K +956 +18%
SFPG
164
Stonebridge Financial Planning Group
Florida
$875K -$503K -3,501 -36%
BWM
165
Birchcreek Wealth Management
Ohio
$865K -$186K -1,294 -18%
Pathstone Holdings
166
Pathstone Holdings
New Jersey
$847K +$847K +5,900 New
FFL
167
Financial Freedom LLC
Ohio
$818K +$1.01K +7 +0.1%
WCFA
168
Walkner Condon Financial Advisors
Wisconsin
$808K -$32.2K -224 -4%
DAS
169
Dynamic Advisor Solutions
Arizona
$765K +$11.5K +84 +2%
LWM
170
Liberty Wealth Management
California
$761K -$575 -4 -0.1%
WP
171
WealthSource Partners
California
$734K – – –
CWM
172
Congress Wealth Management
Massachusetts
$724K +$24.9K +173 +4%
AIP
173
Almanack Investment Partners
Pennsylvania
$718K +$56K +390 +8%
DI
174
DFPG Investments
Utah
$715K -$8.15K -59 -1%
BAM
175
Belpointe Asset Management
Nevada
$710K +$278K +1,936 +64%
5 6
7
8 9