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Fidelity MSCI Information Technology Index ETF
FTEC

Overview Fund Activity

428 hedge funds and large institutions have $2.37B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 153 increasing their positions, 132 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.23%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
51
Increased
153
Reduced
132
Closed
39
Calls
$3.28M
Puts
$1.05M
Net Calls
+$2.23M
Net Calls Change
-$325K

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$29.1M
2
KAS
Kestra Advisory Services
Texas
$31.8M
3
Lido Advisors
Lido Advisors
California
$318M
4
Bank of America
Bank of America
North Carolina
$23.3M
5
AM
AGF Management
Ontario, Canada
$45.2M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$394M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.05M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$9.75M
4
Osaic Holdings
Osaic Holdings
Arizona
$22.1M
5
HIC
Hartline Investment Corp
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACGA
201
Atlanta Consulting Group Advisors
Georgia
$590K +$295K +1,721 +100%
WP
202
WealthShield Partners
North Carolina
$579K +$12.5K +73 +2%
TCM
203
Tandem Capital Management
New Jersey
$577K -$442K -2,495 -43%
RPGK
204
Retirement Planning Group (Kansas)
Kansas
$569K – – –
KIA
205
KCM Investment Advisors
California
$567K – – –
WAP
206
Wealthcare Advisory Partners
Pennsylvania
$548K +$126K +735 +30%
SVWAG
207
Sound View Wealth Advisors Group
Georgia
$544K -$111K -650 -17%
RA
208
Rise Advisors
New York
$544K +$686 +4 +0.1%
BW
209
BIP Wealth
Georgia
$541K – – –
CFS
210
Coordinated Financial Services
Colorado
$533K -$52.7K -307 -9%
VFA
211
Valeo Financial Advisors
Indiana
$533K +$343 +2 +0.1%
OFG
212
OmniStar Financial Group
North Carolina
$528K +$52.3K +305 +11%
FLPIM
213
F.L. Putnam Investment Management
Massachusetts
$526K +$93.5K +545 +22%
SFA
214
Sequoia Financial Advisors
Ohio
$522K -$19K -111 -4%
Northern Trust
215
Northern Trust
Illinois
$520K – – –
CAM
216
Cresset Asset Management
Illinois
$519K -$109K -637 -17%
CWM
217
Calamos Wealth Management
Illinois
$518K – – –
WJA
218
Willis Johnson & Associates
Texas
$515K +$172 +1 +0%
IWC
219
Integrated Wealth Concepts
Massachusetts
$512K +$193K +1,127 +61%
WS
220
Wedbush Securities
California
$512K +$66.3K +386 +15%
ATC
221
Adirondack Trust Company
New York
$511K – – –
PCIA
222
Prime Capital Investment Advisors
Kansas
$510K -$130K -757 -20%
MC
223
Moors & Cabot
Massachusetts
$501K -$54K -315 -10%
HWM
224
HB Wealth Management
Georgia
$500K +$172 +1 +0%
AUB
225
Atlantic Union Bankshares
Virginia
$492K +$492K +2,868 New
7 8
9
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