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Fidelity MSCI Information Technology Index ETF

432 hedge funds and large institutions have $2.37B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 154 increasing their positions, 134 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $3.28M | Put options by funds: $1.05M

33% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 39

15% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 134

4% more capital invested

Capital invested by funds: $2.27B → $2.37B (+$99.6M)

0% more funds holding

Funds holding: 430432 (+2)

1.37% less ownership

Funds ownership: 23.61%22.24% (-1.4%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
432
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.24%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
52
Increased
154
Reduced
134
Closed
39
Calls
$3.28M
Puts
$1.05M
Net Calls
+$2.23M
Net Calls Change
-$325K
Name Holding Trade Value Shares
Change
Change in
Stake
UL
301
Unionview LLC
Washington
$260K +$158 +1 +0.1%
PO
302
Private Ocean
California
$258K +$76.7K +485 +48%
William Blair & Company
303
William Blair & Company
Illinois
$252K -$897K -5,676 -79%
MWP
304
Madison Wealth Partners
Wisconsin
$250K +$230K +1,456 New
TW
305
TrinityPoint Wealth
Connecticut
$249K +$3.32K +21 +1%
BIA
306
Bell Investment Advisors
California
$249K +$316 +2 +0.1%
WA
307
Waverly Advisors
Alabama
$247K +$228K +1,439 New
FRA
308
Frank Rimerman Advisors
California
$244K
BWP
309
Barlow Wealth Partners
Kentucky
$243K
NAS
310
NWF Advisory Services
California
$241K +$316 +2 +0.1%
SBIA
311
Sheaff Brock Investment Advisors
Indiana
$240K
WWM
312
Western Wealth Management
Colorado
$240K
AWM
313
Avaii Wealth Management
Wisconsin
$239K -$1.23M -7,757 -85%
CCMG
314
Clark Capital Management Group
Pennsylvania
$238K +$7.12K +45 +3%
ERWM
315
Elk River Wealth Management
Colorado
$238K +$219K +1,386 New
GT
316
Greenleaf Trust
Michigan
$234K +$216K +1,365 New
RC
317
Roundview Capital
New Jersey
$233K
CF
318
Copperwynd Financial
Arizona
$230K +$215K +1,359 New
S
319
SignatureFD
Georgia
$229K
KA
320
Kovack Advisors
Florida
$227K +$210K +1,326 New
AWM
321
Able Wealth Management
New Jersey
$226K -$25.5K -161 -11%
GF
322
GGM Financials
Ohio
$222K +$205K +1,296 New
ST
323
Smithfield Trust
Pennsylvania
$222K +$31.6K +200 +18%
SIC
324
Sterling Investment Counsel
New York
$222K +$204K +1,292 New
RIA
325
Regal Investment Advisors
Michigan
$219K +$202K +1,276 New