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Fidelity MSCI Information Technology Index ETF

432 hedge funds and large institutions have $2.37B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 154 increasing their positions, 134 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $3.28M | Put options by funds: $1.05M

33% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 39

15% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 134

4% more capital invested

Capital invested by funds: $2.27B → $2.37B (+$99.6M)

0% more funds holding

Funds holding: 430432 (+2)

1.37% less ownership

Funds ownership: 23.61%22.24% (-1.4%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
432
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.24%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
52
Increased
154
Reduced
134
Closed
39
Calls
$3.28M
Puts
$1.05M
Net Calls
+$2.23M
Net Calls Change
-$325K
Name Holding Trade Value Shares
Change
Change in
Stake
IW
251
Instrumental Wealth
Florida
$376K +$5.53K +35 +2%
FFA
252
Founders Financial Alliance
North Carolina
$376K +$346K +2,189 New
TFM
253
TFC Financial Management
Massachusetts
$374K +$345K +2,180 New
GGS
254
Galvin Gaustad & Stein
Arizona
$372K +$342K +2,166 New
FTS
255
Fifth Third Securities
Ohio
$370K +$12K +76 +4%
CFD
256
Creative Financial Designs
Indiana
$366K -$12.2K -77 -3%
CIBC Private Wealth Group
257
CIBC Private Wealth Group
Georgia
$366K -$15.8K -100 -5%
RLWM
258
RF&L Wealth Management
Massachusetts
$362K
LW
259
Linscomb Wealth
Texas
$357K
EWS
260
Evergreen Wealth Solutions
Pennsylvania
$354K -$40.3K -255 -11%
MG
261
Mather Group
Illinois
$354K +$18.8K +119 +6%
EHC
262
Everett Harris & Co
California
$352K
OSAM
263
O'Shaughnessy Asset Management
Connecticut
$351K +$199K +1,261 +161%
VBCG
264
Valley Brook Capital Group
Pennsylvania
$347K +$15.8K +100 +5%
SCM
265
Saxony Capital Management
Missouri
$347K +$320K +2,022 New
SRSA
266
S.R. Schill & Associates
Washington
$346K +$1.58K +10 +0.5%
CMAI
267
Capital Management Associates Inc
Minnesota
$343K
CF
268
Centaurus Financial
California
$343K +$27.2K +172 +9%
O3W
269
Omni 360 Wealth
New Jersey
$340K +$5.53K +35 +2%
AC
270
Arjuna Capital
North Carolina
$339K
BRWA
271
B. Riley Wealth Advisors
Florida
$335K +$1.58K +10 +0.5%
FEM
272
Fulcrum Equity Management
Texas
$331K -$330K -2,086 -52%
SMA
273
Seven Mile Advisory
New Jersey
$330K +$158 +1 +0.1%
EWA
274
Exencial Wealth Advisors
Oklahoma
$329K +$26.4K +167 +10%
MHR
275
Matthew Hamilton Rosenberg
$322K