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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 %
LDFR
176
Lehman & Derafelo Financial Resources
Pennsylvania
$448K +$4.48K +38 +1%
KIA
177
KCM Investment Advisors
California
$447K – – –
Northern Trust
178
Northern Trust
Illinois
$441K – – –
BWM
179
BCS Wealth Management
Tennessee
$439K – – –
IAN
180
Integrated Advisors Network
Texas
$430K -$143K -1,215 -25%
XWM
181
Xcel Wealth Management
Florida
$428K +$15.4K +131 +4%
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$403K -$26.8K -228 -6%
RWA
183
River Wealth Advisors
Pennsylvania
$402K +$16.4K +139 +4%
RW
184
Rede Wealth
Virginia
$398K +$1.06K +9 +0.3%
SWA
185
Sightline Wealth Advisors
Connecticut
$396K -$275K -2,333 -41%
BTWM
186
Baker Tilly Wealth Management
Wisconsin
$392K -$231K -1,963 -37%
JF
187
JSF Financial
California
$385K +$4.47K +38 +1%
AA
188
Apriem Advisors
California
$377K -$3.53K -30 -0.9%
HF
189
HRT Financial
New York
$373K -$1.04M -8,836 -74%
ICG
190
InterOcean Capital Group
Tennessee
$369K -$28.6K -243 -7%
CFA
191
Cahill Financial Advisors
Minnesota
$348K +$90K +764 +35%
DI
192
DFPG Investments
Utah
$340K +$361 +3 +0.1%
KOMWMG
193
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$328K -$46.8K -397 -12%
CWM
194
Calamos Wealth Management
Illinois
$323K +$29.2K +248 +10%
AW
195
ACG Wealth
Georgia
$319K -$770K -6,539 -71%
VFA
196
Valeo Financial Advisors
Indiana
$316K – – –
WA
197
WBH Advisory
Maryland
$307K – – –
AWG
198
Altus Wealth Group
Colorado
$304K – – –
TP
199
Tranquility Partners
Tennessee
$301K -$53.3K -452 -15%
GCP
200
GSA Capital Partners
United Kingdom
$298K +$66K +560 +28%
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8
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