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Fidelity MSCI Information Technology Index ETF

603 hedge funds and large institutions have $3.53B invested in Fidelity MSCI Information Technology Index ETF in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 210 increasing their positions, 207 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $9.82M | Put options by funds: $3.14M

12% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 51

1% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 207

1% less funds holding

Funds holding: 609603 (-6)

2.03% less ownership

Funds ownership: 25.43%23.4% (-2%)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

17% less capital invested

Capital invested by funds: $4.23B → $3.53B (-$701M)

Holders
603
Holders Change
-6
Holders Change %
-0.99%
% of All Funds
7.43%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.28%
New
57
Increased
210
Reduced
207
Closed
51
Calls
$9.82M
Puts
$3.14M
Net Calls
+$6.68M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$453M +$16.6M +75,631 +4%
Charles Schwab
2
Charles Schwab
California
$294M +$5.7M +25,948 +2%
Bank of America
3
Bank of America
North Carolina
$204M -$240M -1,092,278 -53%
LPL Financial
4
LPL Financial
California
$146M +$1.79M +8,129 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$143M -$6.28M -28,593 -4%
AM
6
AGF Management
Ontario, Canada
$141M +$5.54M +25,202 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$139M +$4.44M +20,192 +3%
RBA
8
Richard Bernstein Advisors
New York
$124M -$163M -739,953 -55%
KIM
9
Kestra Investment Management
Texas
$114M +$59M +268,401 +96%
Morgan Stanley
10
Morgan Stanley
New York
$83.7M +$8.14M +37,056 +10%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$79M -$5.05M -22,976 -6%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$71.3M +$6.43M +29,279 +9%
Osaic Holdings
13
Osaic Holdings
Arizona
$56.1M -$6.57M -29,902 -10%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$53.8M -$322K -1,464 -0.6%
PS
15
Portfolio Strategies
New York
$48.3M -$702K -3,197 -1%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$45.1M +$6.45M +29,385 +16%
PS
17
Principal Securities
Iowa
$44.3M +$14M +63,882 +43%
KAS
18
Kestra Advisory Services
Texas
$38.2M +$2.31M +10,516 +6%
JP Morgan Chase
19
JP Morgan Chase
New York
$30.6M +$2.37M +10,791 +8%
MIM
20
Morningstar Investment Management
Illinois
$24.5M +$5.01M +22,808 +24%
UBS Group
21
UBS Group
Switzerland
$23.3M -$54.7K -249 -0.2%
Stifel Financial
22
Stifel Financial
Missouri
$23M -$2.02M -9,210 -8%
PCIA
23
Prime Capital Investment Advisors
Kansas
$22M +$22.5M +102,621 +3,473%
FPGK
24
Financial Partners Group (Kansas)
Kansas
$22M +$10.1K +46 +0%
PA
25
PFG Advisors
Arizona
$21.3M +$366K +1,668 +2%