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Fidelity MSCI Information Technology Index ETF

211 hedge funds and large institutions have $703M invested in Fidelity MSCI Information Technology Index ETF in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

26% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 38

2% more funds holding

Funds holding: 206211 (+5)

8% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $1.17M

3% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 70

2.16% less ownership

Funds ownership: 26.68%24.52% (-2.2%)

17% less capital invested

Capital invested by funds: $844M → $703M (-$141M)

Holders
211
Holders Change
+5
Holders Change %
+2.43%
% of All Funds
4.65%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
48
Increased
72
Reduced
70
Closed
38
Calls
$1.25M
Puts
$1.17M
Net Calls
+$88K
Net Calls Change
+$88K
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
226
Park Avenue Securities
New York
-$479K -6,604 Closed
SW
227
SkyOak Wealth
Michigan
-$478K -6,596 Closed
SSWG
228
Seven Springs Wealth Group
Tennessee
-$455K -6,280 Closed
BSAM
229
Blue Sky Asset Management
Colorado
-$388K -5,355 Closed
Bank of New York Mellon
230
Bank of New York Mellon
New York
-$382K -5,277 Closed
DY
231
Dowling & Yahnke
California
-$362K -5,000 Closed
PCM
232
Penserra Capital Management
California
-$245K -3,384 Closed
Baird Financial Group
233
Baird Financial Group
Wisconsin
-$244K -3,369 Closed
WQ
234
Wealth Quarterback
New Jersey
-$65 -3,201 Closed
SFA
235
Sequoia Financial Advisors
Ohio
-$218K -3,008 Closed
TP
236
Tranquility Partners
Tennessee
-$218K -3,006 Closed
EIA
237
Eldridge Investment Advisors
New Hampshire
-$212K -2,931 Closed
NA
238
NewEdge Advisors
Louisiana
-$208K -2,873 Closed
RIA
239
Realta Investment Advisors
Delaware
-$106K -1,546 Closed
EI
240
Ellevest Inc
New York
-$33K -458 Closed
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
-$10K -140 Closed
William Blair & Company
242
William Blair & Company
Illinois
-$9K -125 Closed
NFG
243
Next Financial Group
Texas
-$8K -115 Closed
LWA
244
LWS Wealth Advisors
New Jersey
-$8K -111 Closed
WCM
245
Wealthcare Capital Management
Virginia
-$7K -103 Closed
BFEC
246
Benjamin F. Edwards & Company
Missouri
-$7K -90 Closed
PCIA
247
Prime Capital Investment Advisors
Kansas
-$6K -88 Closed
RMAM
248
Raab & Moskowitz Asset Management
New Jersey
-$5K -71 Closed
HIA
249
Harbor Investment Advisory
Maryland
-$1K -15 Closed