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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
PSF
326
Pacific Sun Financial
California
$218K +$201K +1,270 New
LWL
327
Leo Wealth LLC
Texas
$217K +$200K +1,263 New
QCM
328
QRG Capital Management
Illinois
$217K +$200K +1,263 New
FAIM
329
Financial Advocates Investment Management
Washington
$214K +$197K +1,249 New
HWA
330
HHM Wealth Advisors
Tennessee
$212K +$114K +720 +140%
CPSAC
331
Chas P. Smith & Associates (CPS)
Florida
$207K +$191K +1,207 New
GCIM
332
Gunn & Company Investment Management
Florida
$207K +$191K +1,207 New
VCP
333
Verus Capital Partners
Arizona
$206K +$190K +1,202 New
SPFA
334
Summit Place Financial Advisors
New Jersey
$206K +$190K +1,200 New
FHA
335
Flagship Harbor Advisors
Massachusetts
$206K +$190K +1,199 New
BHPW
336
Beverly Hills Private Wealth
California
$201K +$185K +1,169 New
FFA
337
Farther Finance Advisors
California
$200K -$19K -120 -9%
CWP
338
Concord Wealth Partners
Virginia
$197K +$158 +1 +0.1%
SFCL
339
Strengthening Families & Communities LLC
Massachusetts
$194K +$179K +1,133 New
Bank of Montreal
340
Bank of Montreal
Ontario, Canada
$192K -$50.8K -321 -22%
AIC
341
Archer Investment Corporation
Indiana
$189K +$165K +1,045 +1,771%
MWM
342
Mascoma Wealth Management
New Hampshire
$188K -$13.4K -85 -7%
PFA
343
Pathway Financial Advisers
Indiana
$176K +$16.8K +106 +11%
Kayne Anderson Rudnick Investment Management
344
Kayne Anderson Rudnick Investment Management
California
$154K
NSIM
345
North Star Investment Management
Illinois
$153K
IFAM
346
Institutional & Family Asset Management
Colorado
$150K +$139K +877 New
ANBT
347
American National Bank & Trust
Texas
$149K +$87.4K +553 +176%
BFPW
348
BOK Financial Private Wealth
Colorado
$148K
Carson Wealth (CWM LLC)
349
Carson Wealth (CWM LLC)
Nebraska
$147K -$79.7K -504 -37%
CTA
350
Colonial Trust Advisors
South Carolina
$146K