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Fidelity MSCI Information Technology Index ETF

603 hedge funds and large institutions have $3.53B invested in Fidelity MSCI Information Technology Index ETF in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 210 increasing their positions, 207 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $9.82M | Put options by funds: $3.14M

12% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 51

1% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 207

1% less funds holding

Funds holding: 609603 (-6)

2.03% less ownership

Funds ownership: 25.43%23.4% (-2%)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

17% less capital invested

Capital invested by funds: $4.23B → $3.53B (-$701M)

Holders
603
Holders Change
-6
Holders Change %
-0.99%
% of All Funds
7.42%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.28%
New
57
Increased
210
Reduced
207
Closed
51
Calls
$9.82M
Puts
$3.14M
Net Calls
+$6.68M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
301
Advisors Capital Management
New Jersey
$596K +$70.1K +319 +13%
MWM
302
Mission Wealth Management
California
$596K -$97.3K -443 -13%
LWM
303
LJI Wealth Management
Indiana
$594K -$20.9K -95 -3%
BWM
304
BCS Wealth Management
Tennessee
$585K -$617K -2,811 -50%
BWL
305
Bogart Wealth LLC
Virginia
$583K -$1.32K -6 -0.2%
EFG
306
Ehrlich Financial Group
California
$582K -$691K -3,147 -53%
AFG
307
Atomi Financial Group
New York
$581K -$65.9K -300 -10%
BW
308
Balance Wealth
Ohio
$578K -$2.86K -13 -0.5%
PCH
309
PGIM Custom Harvest
New Jersey
$573K +$25.3K +115 +4%
DAS
310
Dynamic Advisor Solutions
Arizona
$571K +$386K +1,755 +177%
DOA
311
D'Orazio & Associates
Virginia
$569K +$25K +114 +4%
RWA
312
River Wealth Advisors
Pennsylvania
$565K +$5.49K +25 +0.9%
MC
313
Moors & Cabot
Massachusetts
$561K
VBCG
314
Valley Brook Capital Group
Pennsylvania
$557K +$85.7K +390 +17%
CCG
315
Catalina Capital Group
California
$553K -$15.4K -70 -3%
IWC
316
Integrated Wealth Concepts
Massachusetts
$552K +$224K +1,020 +63%
CAM
317
Cresset Asset Management
Illinois
$552K -$14.7K -67 -2%
KeyBank National Association
318
KeyBank National Association
Ohio
$551K +$72.5K +330 +14%
CWM
319
Centurion Wealth Management
Virginia
$549K -$439 -2 -0.1%
WA
320
Waverly Advisors
Alabama
$546K -$3.11M -14,141 -84%
PSB
321
Piscataqua Savings Bank
New Hampshire
$543K
USCWA
322
U.S. Capital Wealth Advisors
Texas
$540K
AOWM
323
Asset One Wealth Management
Washington
$539K +$40.4K +184 +9%
SIM
324
Stratos Investment Management
Ohio
$534K +$159K +725 +39%
TP
325
Tranquility Partners
Tennessee
$531K