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Fidelity MSCI Information Technology Index ETF
FTEC

Overview Fund Activity

371 hedge funds and large institutions have $1.71B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+38
Holders Change %
+11.41%
% of All Funds
5.85%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.24%
New
73
Increased
119
Reduced
115
Closed
32
Calls
$1.96M
Puts
$92K
Net Calls
+$1.87M
Net Calls Change
-$1.03M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$140M
2
TIA
Traphagen Investment Advisors
New Jersey
+$34M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.1M
4
VC
Vicus Capital
Pennsylvania
+$16M
5
FIM
Freedom Investment Management
Connecticut
+$10.6M

Top Sellers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$12M
2
FSC
Full Sail Capital
Oklahoma
-$8.9M
3
Wells Fargo
Wells Fargo
California
-$7.06M
4
CWG
Cornerstone Wealth Group
North Carolina
-$4.29M
5
RCAG
Rehmann Capital Advisory Group
Michigan
-$4.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
201
Empirical Wealth Management
Washington
$415K +$109K +834 +36%
ATPW
202
Ashton Thomas Private Wealth
Arizona
$413K -$279K -2,134 -40%
TI
203
Trexquant Investment
Connecticut
$413K +$413K +3,163 New
CA
204
Claro Advisors
Massachusetts
$405K +$261 +2 +0.1%
VFA
205
Valeo Financial Advisors
Indiana
$392K – – –
WJA
206
Willis Johnson & Associates
Texas
$390K +$392 +3 +0.1%
AWM
207
Axxcess Wealth Management
California
$390K +$2.74K +21 +0.7%
T
208
TNF
Montana
$378K -$15K -115 -4%
CAM
209
Cresset Asset Management
Illinois
$378K +$378K +2,895 New
TCMP
210
Thrive Capital Management (Pennsylvania)
Pennsylvania
$375K +$392 +3 +0.1%
AWG
211
Altus Wealth Group
Colorado
$368K – – –
LWA
212
Lineweaver Wealth Advisors
Ohio
$362K +$2.61K +20 +0.7%
LA
213
LexAurum Advisors
Kansas
$358K -$40K -306 -10%
ACP
214
Aveo Capital Partners
Colorado
$358K -$6.53K -50 -2%
LWM
215
Lodestone Wealth Management
Washington
$355K -$202K -1,548 -36%
CIA
216
Cape Investment Advisory
Georgia
$353K -$118K -900 -25%
WP
217
WealthShield Partners
North Carolina
$351K +$125K +959 +55%
USCWA
218
U.S. Capital Wealth Advisors
Texas
$348K +$348K +2,662 New
VAG
219
VisionPoint Advisory Group
Texas
$345K +$345K +2,641 New
BWL
220
Bogart Wealth LLC
Virginia
$334K +$305K +2,337 +1,053%
TP
221
Tranquility Partners
Tennessee
$334K -$59.3K -454 -15%
MSWM
222
McGlone Suttner Wealth Management
Wisconsin
$331K +$392 +3 +0.1%
FFA
223
First Foundation Advisors
California
$330K +$330K +2,529 New
DOA
224
D'Orazio & Associates
Virginia
$329K +$15.2K +116 +5%
CWM
225
Calamos Wealth Management
Illinois
$326K – – –
7 8
9
10 11