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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 %
PA
201
Parallel Advisors
California
$528K -$24.7K -172 -4%
SOS
202
Silver Oak Securities
Tennessee
$521K +$42.9K +299 +9%
EWS
203
Evergreen Wealth Solutions
Pennsylvania
$508K -$47.4K -330 -9%
KIA
204
KCM Investment Advisors
California
$504K -$2.41M -16,791 -83%
CW
205
CreativeOne Wealth
Kansas
$501K -$4.17K -29 -0.8%
AF
206
Advisornet Financial
Minnesota
$496K +$575 +4 +0.1%
WP
207
WealthShield Partners
North Carolina
$496K +$49.3K +343 +11%
SFA
208
Sequoia Financial Advisors
Ohio
$482K +$173K +1,207 +56%
RPGK
209
Retirement Planning Group (Kansas)
Kansas
$478K -$23.6K -164 -5%
RA
210
Rise Advisors
New York
$468K +$44K +306 +10%
VWA
211
Visionary Wealth Advisors
Illinois
$462K -$194K -1,349 -30%
VA
212
Valmark Advisers
Ohio
$459K -$4.45K -31 -1%
ATC
213
Adirondack Trust Company
New York
$458K +$105K +685 +30%
WS
214
Wedbush Securities
California
$451K +$93.1K +648 +26%
VFA
215
Valeo Financial Advisors
Indiana
$446K -$21K -146 -4%
MWM
216
Mission Wealth Management
California
$436K -$26K -181 -6%
CWM
217
Calamos Wealth Management
Illinois
$434K – – –
WJA
218
Willis Johnson & Associates
Texas
$430K +$1.29K +9 +0.3%
BWL
219
Bogart Wealth LLC
Virginia
$425K +$144 +1 +0%
LWM
220
LJI Wealth Management
Indiana
$422K +$14.8K +103 +4%
MHB
221
Midwest Heritage Bank
Iowa
$420K – – –
T
222
TNF
Montana
$418K +$3.48K +23 +0.8%
BWM
223
BCS Wealth Management
Tennessee
$415K – – –
TCMP
224
Thrive Capital Management (Pennsylvania)
Pennsylvania
$412K -$1.01K -7 -0.2%
SWM
225
SeaCrest Wealth Management
New York
$409K +$409K +2,982 New
7 8
9
10 11