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Fidelity MSCI Information Technology Index ETF
FTEC

Overview Fund Activity

427 hedge funds and large institutions have $2.27B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+10
Holders Change %
+2.4%
% of All Funds
6.19%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
51
Increased
161
Reduced
129
Closed
36
Calls
$3.58M
Puts
$1.03M
Net Calls
+$2.56M
Net Calls Change
-$6.04M

Top Buyers

1
CM
1
Churchill Management
California
$197M
2
CW
2
Connectus Wealth
Ohio
$24.5M
3
Lido Advisors
3
Lido Advisors
California
$280M
4
AM
4
AGF Management
Ontario, Canada
$34.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$14.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.5M
2
Charles Schwab
2
Charles Schwab
California
$503M
3
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$0
4
SW
4
SteelPeak Wealth
California
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
176
Almanack Investment Partners
Pennsylvania
$776K -$3.12K -20 -0.4%
AWM
177
AE Wealth Management
Kansas
$750K -$5.8M -37,194 -89%
HI
178
Harbour Investments
Wisconsin
$740K -$27.1K -174 -4%
AAS
179
Avantax Advisory Services
Texas
$739K -$282K -1,809 -28%
RA
180
Rational Advisors
New York
$734K -$306K -1,961 -29%
BAM
181
Belpointe Asset Management
Nevada
$730K -$40.7K -261 -5%
SF
182
Safeguard Financial
Wisconsin
$726K +$156 +1 +0%
VAG
183
VisionPoint Advisory Group
Texas
$720K +$91.8K +589 +15%
EWA
184
EP Wealth Advisors
California
$715K +$32.9K +211 +5%
WN
185
Williams & Novak
California
$689K – – –
DWP
186
Daymark Wealth Partners
Ohio
$685K -$30.9K -198 -4%
EFS
187
Essex Financial Services
Connecticut
$674K +$79.2K +508 +13%
T. Rowe Price Associates
188
T. Rowe Price Associates
Maryland
$671K – – –
SWM
189
SeaCrest Wealth Management
New York
$661K +$197K +1,261 +42%
Franklin Resources
190
Franklin Resources
California
$657K – – –
PS
191
Principal Securities
Iowa
$649K -$21.2K -136 -3%
AWE
192
Avidian Wealth Enterprises
Texas
$645K +$3.12K +20 +0.5%
CAM
193
Creekmur Asset Management
Illinois
$632K -$1.1M -7,047 -63%
MWM
194
Mission Wealth Management
California
$628K +$156K +1,000 +33%
FEM
195
Fulcrum Equity Management
Texas
$625K +$1.4K +9 +0.2%
HR
196
Hardy Reed
Mississippi
$625K – – –
MWM
197
Meridian Wealth Management
Kentucky
$624K +$779 +5 +0.1%
CW
198
CreativeOne Wealth
Kansas
$622K +$78K +500 +14%
BWM
199
Birchcreek Wealth Management
Ohio
$620K -$318K -2,042 -34%
SWM
200
Selective Wealth Management
Virginia
$614K +$614K +4,018 New
6 7
8
9 10