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Fidelity MSCI Information Technology Index ETF

503 hedge funds and large institutions have $3.69B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 171 increasing their positions, 134 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+60
Holders Change %
+13.54%
% of All Funds
6.7%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
96
Increased
171
Reduced
134
Closed
25
Calls
$4.31M
Puts
$1.65M
Net Calls
+$2.66M
Net Calls Change
-$339K
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
226
Mission Wealth Management
California
$703K +$33.1K +179 +5%
SF
227
Safeguard Financial
Wisconsin
$675K -$95.2K -515 -12%
PA
228
Parallel Advisors
California
$641K -$55.5K -300 -8%
PWA
229
Prairie Wealth Advisors
Nebraska
$637K -$41.6K -225 -6%
SVWAG
230
Sound View Wealth Advisors Group
Georgia
$623K +$37K +200 +6%
IWC
231
Integrated Wealth Concepts
Massachusetts
$622K +$277K +1,498 +80%
RF
232
RHS Financial
California
$622K +$58.4K +316 +10%
VCP
233
Verus Capital Partners
Arizona
$620K +$262K +1,416 +73%
UCFA
234
United Capital Financial Advisors
Texas
$618K
RWA
235
River Wealth Advisors
Pennsylvania
$613K -$61.2K -331 -9%
LWA
236
Lifelong Wealth Advisors
Minnesota
$607K +$607K +3,283 New
TCM
237
Tandem Capital Management
New Jersey
$598K -$3.33K -18 -0.6%
RPGK
238
Retirement Planning Group (Kansas)
Kansas
$595K
BW
239
BIP Wealth
Georgia
$592K +$8.87K +48 +2%
P
240
&Partners
Tennessee
$589K +$81.1K +431 +16%
PAS
241
PKS Advisory Services
New York
$579K +$579K +3,132 New
WP
242
WealthShield Partners
North Carolina
$578K -$35.5K -192 -6%
KIA
243
KCM Investment Advisors
California
$573K
BRWM
244
Blue Rock Wealth Management
North Carolina
$573K +$573K +3,100 New
VWM
245
Venturi Wealth Management
Texas
$566K +$424K +2,296 +301%
Northern Trust
246
Northern Trust
Illinois
$560K
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
$560K +$140K +750 +33%
CWM
248
Calamos Wealth Management
Illinois
$558K
FLPIM
249
F.L. Putnam Investment Management
Massachusetts
$553K -$7.95K -43 -1%
ATC
250
Adirondack Trust Company
New York
$551K