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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 %
EIA
201
Eldridge Investment Advisors
New Hampshire
$293K -$20.1K -170 -6%
ATC
202
Adirondack Trust Company
New York
$292K +$42.5K +360 +17%
SGI
203
Summit Global Investments
Utah
$283K – – –
CTA
204
Colonial Trust Advisors
South Carolina
$282K – – –
LGA
205
Lebenthal Global Advisors
New York
$281K – – –
FFA
206
First Foundation Advisors
California
$276K +$39.2K +333 +17%
EWA
207
Exencial Wealth Advisors
Oklahoma
$264K -$12.5K -106 -5%
KWA
208
KCS Wealth Advisory
California
$257K +$257K +2,184 New
LWM
209
Loveless Wealth Management
Montana
$254K +$254K +2,155 New
CAC
210
Certified Advisory Corp
Florida
$250K +$10.4K +88 +4%
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$249K +$42.5K +361 +21%
IAA
212
Independent Advisor Alliance
North Carolina
$249K +$249K +2,117 New
YIH
213
Y-Intercept (HK)
Hong Kong
$247K +$247K +2,096 New
MCM
214
Magnolia Capital Management
New York
$244K – – –
FHA
215
Flagship Harbor Advisors
Massachusetts
$243K +$236 +2 +0.1%
CIAS
216
Capital Investment Advisory Services
North Carolina
$239K -$472 -4 -0.2%
CFD
217
Creative Financial Designs
Indiana
$237K -$158K -1,339 -40%
AWM
218
Avior Wealth Management
Nebraska
$234K -$15.9K -135 -6%
RCA
219
Reitz Capital Advisors
Michigan
$231K -$291K -2,478 -56%
RIA
220
Realta Investment Advisors
Delaware
$229K +$4.71K +40 +2%
FP
221
Financial Perspectives
Minnesota
$226K -$23.7M -201,260 -99%
SC
222
Slow Capital
California
$225K +$353 +3 +0.2%
EWM
223
Empirical Wealth Management
Washington
$224K – – –
MHR
224
Matthew Hamilton Rosenberg
$222K – – –
CPIA
225
Cornell Pochily Investment Advisors
New York
$220K +$220K +1,869 New
7 8
9
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