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Fidelity MSCI Information Technology Index ETF

417 hedge funds and large institutions have $1.91B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 133 increasing their positions, 118 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+48
Holders Change %
+13.01%
% of All Funds
6.11%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
86
Increased
133
Reduced
118
Closed
33
Calls
$8.81M
Puts
$215K
Net Calls
+$8.59M
Net Calls Change
+$6.97M
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
301
CIBC Private Wealth Group
Georgia
$209K -$29.9K -208 -13%
LWM
302
Lyell Wealth Management
California
$208K -$85.6K -596 -29%
BIA
303
Bell Investment Advisors
California
$208K +$208K +1,447 New
CWM
304
Centurion Wealth Management
Virginia
$207K +$207K +1,442 New
UCFA
305
United Capital Financial Advisors
Texas
$206K -$127K -884 -38%
FRA
306
Frank Rimerman Advisors
California
$204K +$204K +1,420 New
CI
307
CPR Investments
Michigan
$202K +$202K +1,404 New
SBIA
308
Sheaff Brock Investment Advisors
Indiana
$201K +$201K +1,400 New
WWM
309
Western Wealth Management
Colorado
$201K +$201K +1,398 New
Citigroup
310
Citigroup
New York
$193K +$97.7K +680 +102%
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$191K -$103K -716 -35%
S
312
SignatureFD
Georgia
$184K +$131K +910 +246%
BC
313
Belmont Capital
California
$178K
FFA
314
Farther Finance Advisors
California
$177K -$3.31K -23 -2%
MWM
315
Mascoma Wealth Management
New Hampshire
$168K -$102K -711 -38%
CWP
316
Concord Wealth Partners
Virginia
$164K +$574 +4 +0.4%
MSWM
317
McGlone Suttner Wealth Management
Wisconsin
$156K +$156K +1,089 New
Bank of Montreal
318
Bank of Montreal
Ontario, Canada
$143K
CTA
319
Colonial Trust Advisors
South Carolina
$135K
Kayne Anderson Rudnick Investment Management
320
Kayne Anderson Rudnick Investment Management
California
$129K +$129K +901 New
NSIM
321
North Star Investment Management
Illinois
$128K
SIC
322
SJS Investment Consulting
Ohio
$126K +$126K +880 New
BFPW
323
BOK Financial Private Wealth
Colorado
$124K +$14.5K +101 +13%
PFA
324
Pathway Financial Advisers
Indiana
$121K
HBW
325
Hazlett, Burt & Watson
West Virginia
$120K