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Fidelity MSCI Information Technology Index ETF

508 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 99 funds opening new positions, 172 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 26

162% more call options, than puts

Call options by funds: $4.31M | Put options by funds: $1.65M

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

28% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 134

14% more funds holding

Funds holding: 446508 (+62)

10% more capital invested

Capital invested by funds: $3.35B → $3.69B (+$338M)

1.2% less ownership

Funds ownership: 29%27.79% (-1.2%)

Holders
508
Holders Change
+62
Holders Change %
+13.9%
% of All Funds
6.69%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
99
Increased
172
Reduced
134
Closed
26
Calls
$4.31M
Puts
$1.65M
Net Calls
+$2.66M
Net Calls Change
-$339K
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
226
Essex Financial Services
Connecticut
$724K -$27.8K -152 -4%
VA
227
Valmark Advisers
Ohio
$722K
MWM
228
Mission Wealth Management
California
$703K +$32.7K +179 +5%
SF
229
Safeguard Financial
Wisconsin
$675K -$94.1K -515 -12%
PA
230
Parallel Advisors
California
$641K -$54.8K -300 -8%
PWA
231
Prairie Wealth Advisors
Nebraska
$637K -$41.1K -225 -6%
SVWAG
232
Sound View Wealth Advisors Group
Georgia
$623K +$36.6K +200 +6%
IWC
233
Integrated Wealth Concepts
Massachusetts
$622K +$274K +1,498 +80%
RF
234
RHS Financial
California
$622K +$57.8K +316 +10%
UCFA
235
United Capital Financial Advisors
Texas
$618K
RWA
236
River Wealth Advisors
Pennsylvania
$613K -$60.5K -331 -9%
LWA
237
Lifelong Wealth Advisors
Minnesota
$607K +$600K +3,283 New
TCM
238
Tandem Capital Management
New Jersey
$598K -$3.29K -18 -0.6%
RPGK
239
Retirement Planning Group (Kansas)
Kansas
$595K
BW
240
BIP Wealth
Georgia
$592K +$8.77K +48 +2%
P
241
&Partners
Tennessee
$589K +$78.8K +431 +16%
PAS
242
PKS Advisory Services
New York
$579K +$572K +3,132 New
WP
243
WealthShield Partners
North Carolina
$578K -$35.1K -192 -6%
KIA
244
KCM Investment Advisors
California
$573K
BRWM
245
Blue Rock Wealth Management
North Carolina
$573K +$567K +3,100 New
VWM
246
Venturi Wealth Management
Texas
$566K +$420K +2,296 +301%
Northern Trust
247
Northern Trust
Illinois
$560K
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$560K +$137K +750 +33%
CWM
249
Calamos Wealth Management
Illinois
$558K
BNMT
250
Bawa N Mallick Trust
New York
$555K +$548K +3,000 New