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Fidelity MSCI Information Technology Index ETF

443 hedge funds and large institutions have $3.35B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 142 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+15
Holders Change %
+3.5%
% of All Funds
6.41%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
59
Increased
151
Reduced
142
Closed
37
Calls
$4.33M
Puts
$1.33M
Net Calls
+$3M
Net Calls Change
+$772K
Name Holding Trade Value Shares
Change
Shares
Change %
IW
251
Instrumental Wealth
Florida
$430K +$18.6K +103 +5%
WWM
252
Wiser Wealth Management
Georgia
$429K +$429K +2,459 New
SWA
253
SFMG Wealth Advisors
Texas
$418K +$148K +848 +55%
CAC
254
Certified Advisory Corp
Florida
$413K -$54.1K -310 -12%
CF
255
Centaurus Financial
California
$404K +$54.6K +313 +16%
AA
256
Apriem Advisors
California
$401K
LGA
257
Lebenthal Global Advisors
New York
$401K +$133K +760 +49%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$398K +$248K +1,421 +166%
MCM
259
Magnolia Capital Management
New York
$397K
FFA
260
Founders Financial Alliance
North Carolina
$396K +$13.6K +78 +4%
CWM
261
Centurion Wealth Management
Virginia
$393K +$393K +2,252 New
EIA
262
Eldridge Investment Advisors
New Hampshire
$393K
CIBC Private Wealth Group
263
CIBC Private Wealth Group
Georgia
$393K +$35.6K +204 +10%
TFM
264
TFC Financial Management
Massachusetts
$381K +$523 +3 +0.1%
USCWA
265
U.S. Capital Wealth Advisors
Texas
$380K -$92.7K -531 -20%
BRWA
266
B. Riley Wealth Advisors
Florida
$377K +$36.7K +211 +11%
RLWM
267
RF&L Wealth Management
Massachusetts
$368K
LW
268
Linscomb Wealth
Texas
$363K
VBCG
269
Valley Brook Capital Group
Pennsylvania
$363K +$9.25K +53 +3%
FTS
270
Fifth Third Securities
Ohio
$361K -$16.1K -92 -4%
EHC
271
Everett Harris & Co
California
$358K
WANY
272
Wealthspire Advisors (New York)
New York
$354K +$354K +2,028 New
CMAI
273
Capital Management Associates Inc
Minnesota
$349K
AC
274
Arjuna Capital
North Carolina
$344K
VCP
275
Verus Capital Partners
Arizona
$338K