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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 %
HI
176
Harbour Investments
Wisconsin
$707K -$36.3K -253 -5%
IRC
177
Investors Research Corp
Georgia
$702K +$34.9K +243 +5%
Corient Private Wealth
178
Corient Private Wealth
Florida
$693K +$90.8K +632 +15%
WN
179
Williams & Novak
California
$689K +$689K +4,798 New
SF
180
Safeguard Financial
Wisconsin
$669K -$11.3K -79 -2%
DC
181
Davenport & Co
Virginia
$664K +$257K +1,791 +63%
DWP
182
Daymark Wealth Partners
Ohio
$660K -$76K -529 -10%
JCFM
183
JBR Co Financial Management
Oklahoma
$647K +$647K +4,501 New
IA
184
IFP Advisors
Florida
$636K -$447K -3,115 -41%
EWA
185
EP Wealth Advisors
California
$628K – – –
T. Rowe Price Associates
186
T. Rowe Price Associates
Maryland
$618K – – –
PS
187
Principal Securities
Iowa
$617K +$617K +4,298 New
Franklin Resources
188
Franklin Resources
California
$605K – – –
AWE
189
Avidian Wealth Enterprises
Texas
$591K +$106K +735 +22%
CIA
190
Caerus Investment Advisors
Texas
$580K +$580K +4,039 New
VAG
191
VisionPoint Advisory Group
Texas
$579K +$579K +4,028 New
HR
192
Hardy Reed
Mississippi
$576K -$66.6K -464 -10%
FEM
193
Fulcrum Equity Management
Texas
$575K +$575K +4,004 New
MWM
194
Meridian Wealth Management
Kentucky
$575K -$356K -2,480 -38%
RWA
195
River Wealth Advisors
Pennsylvania
$555K -$4.88K -34 -0.9%
SVWAG
196
Sound View Wealth Advisors Group
Georgia
$552K +$28.7K +200 +5%
EFS
197
Essex Financial Services
Connecticut
$548K +$38.1K +265 +7%
Comerica Bank
198
Comerica Bank
Texas
$548K -$3.3K -23 -0.6%
PCIA
199
Prime Capital Investment Advisors
Kansas
$546K +$52.1K +363 +11%
Northern Trust
200
Northern Trust
Illinois
$538K -$77.1K -537 -13%
6 7
8
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