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Fidelity MSCI Information Technology Index ETF

139 hedge funds and large institutions have $433M invested in Fidelity MSCI Information Technology Index ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.48% less ownership

Funds ownership: 24.84%24.36% (-0.48%)

6% less funds holding

Funds holding: 148139 (-9)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

20% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 49

31% less capital invested

Capital invested by funds: $626M → $433M (-$193M)

Holders
139
Holders Change
-9
Holders Change %
-6.08%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
33
Increased
39
Reduced
49
Closed
38
Calls
$620K
Puts
Net Calls
+$620K
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
LA
51
Lynch & Associates
Indiana
$945K -$15.7K -292 -1%
JMPWA
52
JP Morgan Private Wealth Advisors
California
$918K +$1M +18,648 New
SSWM
53
Smith Salley Wealth Management
North Carolina
$903K -$320K -5,963 -25%
MIAN
54
Mariner Independent Advisor Network
Kansas
$879K
CPA
55
Court Place Advisors
Maryland
$853K -$21.5K -400 -2%
WPP
56
Whalerock Point Partners
Rhode Island
$846K +$76.9K +1,433 +9%
BFA
57
Beaumont Financial Advisors
Massachusetts
$836K -$22.1M -411,457 -96%
Mariner
58
Mariner
Kansas
$778K +$37.7K +703 +5%
PWS
59
Paragon Wealth Strategies
Florida
$775K +$853K +15,890 New
BCA
60
Bay Colony Advisors
Massachusetts
$724K -$47K -875 -6%
WP
61
WealthSource Partners
California
$720K -$59.1K -1,101 -7%
WWM
62
Willingdon Wealth Management
North Carolina
$711K +$46.5K +866 +6%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$710K +$270K +5,037 +54%
AIP
64
Ahrens Investment Partners
Louisiana
$692K -$40.5K -754 -5%
VA
65
Valmark Advisers
Ohio
$675K -$26.6K -495 -3%
FA
66
FMA Advisory
Pennsylvania
$669K -$7.3K -136 -1%
BMM
67
Buffington Mohr McNeal
Idaho
$593K -$42.4K -790 -6%
HCA
68
Heck Capital Advisors
Wisconsin
$530K -$52.7K -981 -8%
Citadel Advisors
69
Citadel Advisors
Florida
$526K +$573K +10,677 New
GWM
70
Geneos Wealth Management
Colorado
$499K +$43.3K +807 +9%
AW
71
ACG Wealth
Georgia
$471K +$15.4K +286 +3%
CW
72
Cobiz Wealth
Colorado
$455K +$496K +9,248 New
HCM
73
Hilton Capital Management
New York
$439K +$478K +8,910 New
RCA
74
Reitz Capital Advisors
Michigan
$431K +$470K +8,750 New
SFS
75
Sowell Financial Services
Arkansas
$411K +$448K +8,347 New