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Fidelity MSCI Information Technology Index ETF
FTEC

Overview Fund Activity

239 hedge funds and large institutions have $1.02B invested in Fidelity MSCI Information Technology Index ETF in 2020 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 17 closing their positions.

Holders
239
Holders Change
+29
Holders Change %
+13.81%
% of All Funds
4.91%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
49
Increased
90
Reduced
70
Closed
17
Calls
$1.03M
Puts
$214K
Net Calls
+$811K
Net Calls Change
+$723K

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$30M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$50.2M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$50.4M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$13.4M
5
HF
5
Halpern Financial
Virginia
$14.5M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$253M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$21.6M
3
SW
3
SVB Wealth
Massachusetts
$5.34M
4
Wells Fargo
4
Wells Fargo
California
$19.5M
5
BFPW
5
BOK Financial Private Wealth
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$253M 3,082,160 -301,866 -9%
Lido Advisors
2
Lido Advisors
California
$62.6M 761,664 +39,555 +5%
FSC
3
Full Sail Capital
Oklahoma
$53.7M 601,570 +42,519 +8%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$50.4M 613,095 +143,718 +31%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$50.2M 609,828 +152,793 +33%
FI
6
FormulaFolio Investments
Michigan
$30M 364,941 +318,578 +687%
Osaic Holdings
7
Osaic Holdings
Arizona
$21.6M 262,474 -111,320 -30%
Wells Fargo
8
Wells Fargo
California
$19.5M 237,466 -37,758 -14%
ASN
9
Advisory Services Network
Georgia
$19M 230,472 -9,436 -4%
HF
10
Halpern Financial
Virginia
$14.5M 175,924 +87,363 +99%
BFA
11
Beaumont Financial Advisors
Massachusetts
$13.4M 162,656 +137,767 +554%
KWMG
12
King Wealth Management Group
Florida
$13M 157,678 -129 -0.1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$12.5M 152,300 +5,262 +4%
CA
14
Crumly & Associates
Illinois
$11.7M 141,979 +56,624 +66%
Morgan Stanley
15
Morgan Stanley
New York
$11.6M 140,506 +15,036 +12%
RWP
16
RWA Wealth Partners
Massachusetts
$11.5M 139,285 -696 -0.5%
ST
17
Spinnaker Trust
Maine
$11.3M 137,856 -11,047 -7%
Ameriprise
18
Ameriprise
Minnesota
$10.6M 132,042 +19,719 +18%
LPL Financial
19
LPL Financial
California
$10.6M 128,848 +11,776 +10%
FPGK
20
Financial Partners Group (Kansas)
Kansas
$10.2M 123,694 +1,101 +0.9%
TCM
21
Traynor Capital Management
Pennsylvania
$8.82M 107,233 +7,558 +8%
Stifel Financial
22
Stifel Financial
Missouri
$8.52M 103,562 -4,390 -4%
Bank of America
23
Bank of America
North Carolina
$8.22M 99,998 -11,796 -11%
Truist Financial
24
Truist Financial
North Carolina
$7.6M 92,366 -5,663 -6%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$7.31M 88,877 +84,445 +1,905%
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