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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
SWA
301
Sutton Wealth Advisors
Florida
$59.7K +$54.3K +457 New
SIS
302
Sound Income Strategies
Florida
$59.1K +$42.7K +360 +387%
CFGS
303
Concourse Financial Group Securities
Alabama
$59K +$30K +253 +127%
CT
304
Caldwell Trust
Florida
$54.3K
BCMLT
305
Beacon Capital Management LLC (Tennessee)
Tennessee
$53.8K -$71.2K -600 -59%
S
306
SignatureFD
Georgia
$48.3K
HPC
307
HM Payson & Co
Maine
$42.2K +$38.4K +323 New
WWP
308
WR Wealth Planners
Missouri
$40.4K -$12.8K -108 -26%
CSPIA
309
Cary Street Partners Investment Advisory
Virginia
$39.5K
LC
310
Lindbrook Capital
California
$39.2K
SIC
311
Salem Investment Counselors
North Carolina
$39.2K
EW
312
Element Wealth
Mississippi
$38.9K -$81.3K -685 -70%
FHA
313
First Horizon Advisors
Tennessee
$37.1K
GEA
314
Glen Eagle Advisors
New Jersey
$34.6K +$31.5K +265 New
PMFA
315
Plante Moran Financial Advisors
Michigan
$34.2K +$4.75K +40 +18%
TSWM
316
Tyler-Stone Wealth Management
Ohio
$34K +$30.9K +260 New
HWM
317
HighMark Wealth Management
Minnesota
$32.7K
MIH
318
Meitav Investment House
Israel
$32.7K +$29.7K +250 New
PGAM
319
Princeton Global Asset Management
New Jersey
$31K -$5.11K -43 -15%
FGAM
320
Financial Gravity Asset Management
Texas
$30.9K +$15.6K +131 New
Belvedere Trading
321
Belvedere Trading
Illinois
$28.3K -$443K -3,731 -95%
Citigroup
322
Citigroup
New York
$26.7K +$24.1K +203 +20,300%
TAM
323
Tucker Asset Management
Colorado
$26.3K -$594 -5 -2%
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$23.6K +$21.5K +181 New
US Bancorp
325
US Bancorp
Minnesota
$22.3K -$9.38K -79 -32%