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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
FPGK
26
Financial Partners Group (Kansas)
Kansas
$19.4M -$207K -1,135 -1%
Wells Fargo
27
Wells Fargo
California
$18.1M +$171K +937 +1%
ASN
28
Advisory Services Network
Georgia
$17.8M -$5.11M -27,944 -23%
FFS
29
Fischer Financial Services
Pennsylvania
$17.5M +$17.3M +94,510 New
JP Morgan Chase
30
JP Morgan Chase
New York
$17.2M -$6.54M -35,807 -28%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$17.1M +$596K +3,261 +4%
UBS Group
32
UBS Group
Switzerland
$17.1M +$983K +5,381 +6%
PA
33
PFG Advisors
Arizona
$15.7M -$382K -2,088 -2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$15.5M -$250K -1,370 -2%
AIA
35
Armor Investment Advisors
North Carolina
$14.8M +$230K +1,260 +2%
AWS
36
Atria Wealth Solutions
New York
$14.6M -$2M -10,929 -12%
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$14.5M -$3.78M -20,680 -21%
EFH
38
Eaton Financial Holdings
Florida
$13.1M +$29.4K +161 +0.2%
Raymond James Financial
39
Raymond James Financial
Florida
$12.4M +$12.2M +66,946 New
MCM
40
MAI Capital Management
Ohio
$12M +$11.3M +62,048 +2,307%
FIM
41
Freedom Investment Management
Connecticut
$11.7M +$688K +3,762 +6%
Mariner
42
Mariner
Kansas
$11.4M +$330K +1,808 +3%
RWP
43
RWA Wealth Partners
Massachusetts
$11.4M -$124K -681 -1%
MIM
44
Morningstar Investment Management
Illinois
$11.1M +$1.74M +9,505 +19%
ACA
45
Atlas Capital Advisors
Wyoming
$10.8M -$101K -555 -0.9%
KWMG
46
King Wealth Management Group
Florida
$10.6M -$50.8K -278 -0.5%
PWA
47
Primoris Wealth Advisors
Florida
$9.9M +$4.71M +25,784 +93%
MML Investors Services
48
MML Investors Services
Massachusetts
$9.23M -$222K -1,217 -2%
YWM
49
Yoder Wealth Management
California
$9.01M +$1.94M +10,618 +28%
SSWM
50
Smith Salley Wealth Management
North Carolina
$8.28M -$343K -1,876 -4%