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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 %
AIM
176
Anchor Investment Management
South Carolina
$204K +$69.7K +847 +52%
IC
177
InterOcean Capital
Illinois
$201K -$99.1K -1,202 -33%
ATC
178
Adirondack Trust Company
New York
$184K – – –
CIAS
179
Capital Investment Advisory Services
North Carolina
$179K -$34.7K -421 -16%
AWA
180
Arkadios Wealth Advisors
Georgia
$162K +$84 +1 +0.1%
LDFR
181
Lehman & Derafelo Financial Resources
Pennsylvania
$159K +$6.65K +81 +4%
MHR
182
Matthew Hamilton Rosenberg
$155K – – –
CFO
183
CVA Family Office
Colorado
$134K – – –
CAC
184
Certified Advisory Corp
Florida
$124K +$16.1K +195 +15%
EW
185
Element Wealth
Mississippi
$123K -$80.8K -982 -40%
SF
186
Synovus Financial
Georgia
$114K -$923K -11,207 -89%
FP
187
Financial Perspectives
Minnesota
$112K +$112K +1,361 New
CFD
188
Creative Financial Designs
Indiana
$111K +$73.2K +887 +194%
SSB
189
Sandy Spring Bank
Maryland
$108K +$9.3K +113 +9%
CWM
190
Campbell Wealth Management
Virginia
$108K +$108K +1,318 New
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$107K +$107K +1,250 New
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$103K – – –
AIC
193
Archer Investment Corporation
Indiana
$102K +$101K +1,227 +8,764%
FHA
194
Flagship Harbor Advisors
Massachusetts
$96K -$8.37K -102 -8%
KPCM
195
Kings Point Capital Management
New York
$82K – – –
MRCM
196
M&R Capital Management
New Jersey
$65K – – –
LWM
197
Liberty Wealth Management
California
$57K – – –
GRP
198
Global Retirement Partners
California
$55K – – –
RG
199
Retirement Group
California
$51K +$51K +620 New
AF
200
Allworth Financial
California
$50K -$7.43K -90 -13%
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