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Fidelity MSCI Information Technology Index ETF
FTEC

Overview Fund Activity

303 hedge funds and large institutions have $1.37B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 104 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+6
Holders Change %
+2.02%
% of All Funds
5.32%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
32
Increased
103
Reduced
104
Closed
21
Calls
$925K
Puts
$534K
Net Calls
+$391K
Net Calls Change
-$116K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$23.5M
2
KAS
2
Kestra Advisory Services
Texas
$21.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$8.49M
4
Charles Schwab
4
Charles Schwab
California
$304M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$76.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.5M
2
HF
2
Halpern Financial
Virginia
$11.3M
3
FIM
3
Freedom Investment Management
Connecticut
$10.2M
4
5L
4
55I LLC
Massachusetts
$13.1M
5
BCM
5
Brookstone Capital Management
Illinois
$44.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGA
201
Lebenthal Global Advisors
New York
$293K +$9.49K +80 +3%
SGI
202
Summit Global Investments
Utah
$285K – – –
CTA
203
Colonial Trust Advisors
South Carolina
$284K – – –
BAM
204
Belpointe Asset Management
Nevada
$277K -$318K -2,690 -53%
CFG
205
Cooper Financial Group
California
$275K -$4.54M -38,299 -94%
CF
206
Centaurus Financial
California
$264K -$406K -3,415 -61%
KWA
207
KCS Wealth Advisory
California
$264K +$5.1K +43 +2%
PMFA
208
Plante Moran Financial Advisors
Michigan
$250K +$198K +1,673 +385%
SAM
209
Strategic Asset Management
Minnesota
$250K +$250K +2,063 New
MCM
210
Magnolia Capital Management
New York
$247K +$949 +8 +0.4%
FHA
211
Flagship Harbor Advisors
Massachusetts
$243K – – –
CAC
212
Certified Advisory Corp
Florida
$236K -$15.7K -132 -6%
RIA
213
Realta Investment Advisors
Delaware
$234K +$3.08K +26 +1%
IAA
214
Independent Advisor Alliance
North Carolina
$232K -$19.2K -162 -8%
WP
215
WealthShield Partners
North Carolina
$229K +$14.3K +121 +7%
FP
216
Financial Perspectives
Minnesota
$228K +$356 +3 +0.2%
SC
217
Slow Capital
California
$227K +$356 +3 +0.2%
EWM
218
Empirical Wealth Management
Washington
$225K – – –
Luther King Capital Management (LKCM)
219
Luther King Capital Management (LKCM)
Texas
$223K – – –
MHR
220
Matthew Hamilton Rosenberg
$223K – – –
CPIA
221
Cornell Pochily Investment Advisors
New York
$222K +$356 +3 +0.2%
SWA
222
Sightline Wealth Advisors
Connecticut
$221K -$179K -1,505 -45%
AF
223
Allworth Financial
California
$216K +$144K +1,218 +201%
CWA
224
Clearview Wealth Advisors
Oregon
$212K -$788K -6,653 -79%
BCM
225
Beaumont Capital Management
Massachusetts
$204K +$204K +1,721 New
7 8
9
10 11