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Fidelity MSCI Information Technology Index ETF

304 hedge funds and large institutions have $1.37B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 105 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $925K | Put options by funds: $534K

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

2% more funds holding

Funds holding: 298304 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0% less capital invested

Capital invested by funds: $1.38B → $1.37B (-$2.94M)

0.87% less ownership

Funds ownership: 23.16%22.29% (-0.87%)

2% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 105

Holders
304
Holders Change
+6
Holders Change %
+2.01%
% of All Funds
5.32%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
32
Increased
103
Reduced
105
Closed
21
Calls
$925K
Puts
$534K
Net Calls
+$391K
Net Calls Change
-$116K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$22K
SWA
277
SOA Wealth Advisors
New York
$18K
BC
278
Bartlett & Co
Ohio
$18K +$18.1K +148 New
BCWM
279
Bartlett & Co Wealth Management
Ohio
$17.6K +$18.1K +148 New
CWAF
280
Core Wealth Advisors (Florida)
Florida
$17K
KFS
281
Kelly Financial Services
Massachusetts
$14.5K -$1.75M -14,259 -99%
CFA
282
Carroll Financial Associates
North Carolina
$13K +$13.6K +111 New
JCM
283
Jacobi Capital Management
Pennsylvania
$12K
CIA
284
Cascade Investment Advisors
Oregon
$11.5K
BFC
285
Bedel Financial Consulting
Indiana
$9K
Kayne Anderson Rudnick Investment Management
286
Kayne Anderson Rudnick Investment Management
California
$9K +$9.18K +75 New
RFA
287
Reilly Financial Advisors
California
$8K +$8.45K +69 New
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$7K
SWM
289
Sugarloaf Wealth Management
Georgia
$7K
TF
290
TimeScale Financial
Massachusetts
$7K
WBC
291
West Branch Capital
Massachusetts
$7K
SCA
292
Stonebridge Capital Advisors
Minnesota
$6K -$10.2K -83 -62%
HI
293
Hoey Investments
Pennsylvania
$6K
JFA
294
JNBA Financial Advisors
Minnesota
$6K
MFA
295
McClarren Financial Advisors
Pennsylvania
$6K
ME
296
McIlrath & Eck
Washington
$6K
AIL
297
AGF Investments LLC
Ontario, Canada
$5K
BWL
298
Bogart Wealth LLC
Virginia
$5K
RIA
299
RPG Investment Advisory
California
$5K
BlackRock
300
BlackRock
New York
$4K