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Fidelity MSCI Information Technology Index ETF

373 hedge funds and large institutions have $1.71B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,030% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $92K

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

88% more funds holding in top 10

Funds holding in top 10: 815 (+7)

45% more capital invested

Capital invested by funds: $1.18B → $1.71B (+$529M)

11% more funds holding

Funds holding: 335373 (+38)

3.78% more ownership

Funds ownership: 21.04%24.82% (+3.8%)

4% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 115

Holders
373
Holders Change
+38
Holders Change %
+11.34%
% of All Funds
5.86%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.24%
New
73
Increased
120
Reduced
115
Closed
32
Calls
$1.96M
Puts
$92K
Net Calls
+$1.87M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
251
Davenport & Co
Virginia
$265K +$240K +2,025 New
BWA
252
Beam Wealth Advisors
Louisiana
$264K -$90.4K -761 -27%
IWN
253
Independent Wealth Network
Iowa
$262K
FLPIM
254
F.L. Putnam Investment Management
Massachusetts
$260K +$237K +1,992 New
SWA
255
Stratos Wealth Advisors
Ohio
$260K +$236K +1,989 New
GRP
256
Global Retirement Partners
California
$258K +$5.7K +48 +2%
SMA
257
Seven Mile Advisory
New Jersey
$251K +$229K +1,925 New
LGA
258
Lebenthal Global Advisors
New York
$250K -$8.9K -75 -4%
MG
259
Mather Group
Illinois
$244K +$222K +1,870 New
MHR
260
Matthew Hamilton Rosenberg
$243K +$119 +1 +0.1%
IW
261
Instrumental Wealth
Florida
$243K +$220K +1,856 New
MCM
262
MAI Capital Management
Ohio
$243K +$221K +1,859 New
ERWM
263
Elk River Wealth Management
Colorado
$242K +$220K +1,854 New
SHIM
264
Stone House Investment Management
Pennsylvania
$237K -$16.5K -139 -7%
ZIMP
265
Zimmermann Investment Management & Planning
Pennsylvania
$231K +$210K +1,771 New
JMPWA
266
JP Morgan Private Wealth Advisors
California
$229K
CPIA
267
Cornell Pochily Investment Advisors
New York
$225K +$205K +1,726 New
CFD
268
Creative Financial Designs
Indiana
$225K +$60.9K +513 +42%
BPA
269
Beacon Pointe Advisors
California
$225K +$204K +1,721 New
MAM
270
Marotta Asset Management
Virginia
$224K +$204K +1,716 New
ICG
271
InterOcean Capital Group
Tennessee
$224K +$203K +1,713 New
BSW
272
Buckingham Strategic Wealth
Missouri
$223K +$202K +1,705 New
AWM
273
Adams Wealth Management
Utah
$223K -$22.1K -186 -10%
IAG
274
Investmark Advisory Group
Connecticut
$219K +$199K +1,674 New
NBT
275
Northwest Bank & Trust
Iowa
$216K +$197K +1,657 New