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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
DAS
401
Dynamic Advisor Solutions
Arizona
$208K +$206K +1,126 New
CF
402
Copperwynd Financial
Arizona
$206K -$51.9K -284 -20%
CA
403
Crane Advisory
California
$205K +$199K +1,089 New
CGA
404
Crescent Grove Advisors
Illinois
$204K +$202K +1,105 New
SPFA
405
Summit Place Financial Advisors
New Jersey
$203K -$18.3K -100 -8%
TI
406
Trexquant Investment
Connecticut
$203K +$201K +1,100 New
MMA
407
Miracle Mile Advisors
California
$202K +$199K +1,091 New
MSWM
408
McGlone Suttner Wealth Management
Wisconsin
$201K +$199K +1,090 New
PWA
409
Physician Wealth Advisors
Utah
$194K +$192K +1,049 New
AWM
410
Abound Wealth Management
Tennessee
$193K +$5.48K +30 +3%
PFA
411
Pathway Financial Advisers
Indiana
$193K +$3.47K +19 +2%
MWM
412
Mascoma Wealth Management
New Hampshire
$181K
SMAM
413
Sugar Maple Asset Management
Wisconsin
$180K +$178K +972 New
EWA
414
EverSource Wealth Advisors
Alabama
$167K +$165K +905 New
Kayne Anderson Rudnick Investment Management
415
Kayne Anderson Rudnick Investment Management
California
$167K
NSIM
416
North Star Investment Management
Illinois
$165K
BFPW
417
BOK Financial Private Wealth
Colorado
$159K
HBW
418
Hazlett, Burt & Watson
West Virginia
$155K
AssetMark Inc
419
AssetMark Inc
California
$153K +$38.9K +213 +35%
CTA
420
Colonial Trust Advisors
South Carolina
$144K -$12.6K -69 -8%
PTC
421
Private Trust Company
Ohio
$143K +$2.01K +11 +1%
BCMLT
422
Beacon Capital Management LLC (Tennessee)
Tennessee
$138K
UCB
423
United Community Bank
South Carolina
$138K +$136K +745 New
NECFA
424
New England Capital Financial Advisors
Connecticut
$137K
HNB
425
Huntington National Bank
Ohio
$128K