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Fidelity MSCI Information Technology Index ETF

508 hedge funds and large institutions have $3.69B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 172 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 26

162% more call options, than puts

Call options by funds: $4.31M | Put options by funds: $1.65M

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

28% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 134

14% more funds holding

Funds holding: 446508 (+62)

10% more capital invested

Capital invested by funds: $3.35B → $3.69B (+$338M)

1.2% less ownership

Funds ownership: 29%27.79% (-1.2%)

Holders
508
Holders Change
+62
Holders Change %
+13.9%
% of All Funds
6.69%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
99
Increased
172
Reduced
134
Closed
26
Calls
$4.31M
Puts
$1.65M
Net Calls
+$2.66M
Net Calls Change
-$339K
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
376
Fortress Financial Solutions
Arizona
$243K +$240K +1,312 New
MA
377
MCF Advisors
Kentucky
$242K +$217K +1,187 +981%
GF
378
GGM Financials
Ohio
$240K
RFA
379
Rollins Financial Advisors
New York
$239K +$6.58K +36 +3%
EWS
380
Evergreen Wealth Solutions
Pennsylvania
$238K +$236K +1,290 New
GT
381
Greenleaf Trust
Michigan
$238K
NFG
382
Nations Financial Group
Iowa
$238K
US Bancorp
383
US Bancorp
Minnesota
$236K -$7.13K -39 -3%
AFP
384
Ausdal Financial Partners
Iowa
$235K +$4.57K +25 +2%
CPSAC
385
Chas P. Smith & Associates (CPS)
Florida
$224K +$366 +2 +0.2%
FHA
386
Flagship Harbor Advisors
Massachusetts
$222K +$183 +1 +0.1%
FAIM
387
Financial Advocates Investment Management
Washington
$221K +$183 +1 +0.1%
CWM
388
Campbell Wealth Management
Virginia
$220K +$217K +1,188 New
RFP
389
Root Financial Partners
California
$220K +$217K +1,189 New
HWA
390
HHM Wealth Advisors
Tennessee
$219K
MSFS
391
Main Street Financial Solutions
Pennsylvania
$219K +$216K +1,183 New
AWM
392
Apollon Wealth Management
South Carolina
$219K +$216K +1,183 New
SG
393
StoneX Group
New York
$218K +$215K +1,179 New
COCM
394
Charter Oak Capital Management
New Hampshire
$217K +$215K +1,176 New
RPGNY
395
Retirement Planning Group (New York)
New York
$214K +$212K +1,160 New
MLL
396
Moody Lynn & Lieberson
Massachusetts
$213K
BOPW
397
Brandywine Oak Private Wealth
Pennsylvania
$213K +$211K +1,153 New
CWP
398
Concord Wealth Partners
Virginia
$212K +$183 +1 +0.1%
PFA
399
Pinnacle Family Advisors
Missouri
$212K +$209K +1,144 New
MFG
400
Monte Financial Group
Connecticut
$211K +$208K +1,140 New