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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
TSWM
376
Tyler-Stone Wealth Management
Ohio
$44.9K +$158 +1 +0.4%
HWM
377
HighMark Wealth Management
Minnesota
$42.9K
AssetMark Inc
378
AssetMark Inc
California
$40.6K
SIS
379
Sound Income Strategies
Florida
$40.3K -$16.3K -103 -30%
NS
380
NBC Securities
Alabama
$38K +$4.74K +30 +15%
LIA
381
Lynx Investment Advisory
District of Columbia
$37.1K +$34.1K +216 New
OAJ
382
Ogorek Anthony Joseph
New York
$35K
TAM
383
Tucker Asset Management
Colorado
$34.5K
CA
384
Continuum Advisory
Idaho
$34.3K
CIAS
385
Capital Investment Advisory Services
North Carolina
$33.6K
MFA
386
McClarren Financial Advisors
Pennsylvania
$33K +$72.7K +460 +852%
EWA
387
EverSource Wealth Advisors
Alabama
$32.3K +$30.2K +191 New
US Bancorp
388
US Bancorp
Minnesota
$29.3K
PGAM
389
Princeton Global Asset Management
New Jersey
$29K -$10.8K -68 -29%
BONH
390
Bank of New Hampshire
New Hampshire
$27.3K
SWA
391
SOA Wealth Advisors
New York
$27.3K
NFSG
392
Newbridge Financial Services Group
Florida
$26.8K
LFG
393
Larson Financial Group
Missouri
$26.3K
SL
394
Salomon & Ludwin
Virginia
$23.3K
CAS
395
Coppell Advisory Solutions
Texas
$22.3K +$20.6K +130 New
KFS
396
Kelly Financial Services
Massachusetts
$21.4K
RWPA
397
Richard W. Paul & Associates
Michigan
$21.4K
MA
398
MCF Advisors
Kentucky
$20.8K
S
399
Syntrinsic
Colorado
$20.2K +$158 +1 +0.9%
VWM
400
Venturi Wealth Management
Texas
$20K +$18.3K +116 New