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Fidelity MSCI Information Technology Index ETF

159 hedge funds and large institutions have $561M invested in Fidelity MSCI Information Technology Index ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

30% more capital invested

Capital invested by funds: $433M → $561M (+$128M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more funds holding

Funds holding: 139159 (+20)

10% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 49

0.68% more ownership

Funds ownership: 24.36%25.04% (+0.68%)

Holders
159
Holders Change
+20
Holders Change %
+14.39%
% of All Funds
3.44%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
35
Increased
54
Reduced
49
Closed
14
Calls
$759K
Puts
Net Calls
+$759K
Net Calls Change
+$139K
Name Holding Trade Value Shares
Change
Change in
Stake
PS
51
Portfolio Strategies
New York
$1.34M -$18.5K -337 -1%
RJA
52
Raymond James & Associates
Florida
$1.24M +$3.35K +61 +0.3%
BTS
53
BB&T Securities
Virginia
$1.14M -$41.1K -748 -4%
LA
54
Lynch & Associates
Indiana
$1.12M -$19.1K -348 -2%
SSWM
55
Smith Salley Wealth Management
North Carolina
$1.1M +$11.6K +212 +1%
WPP
56
Whalerock Point Partners
Rhode Island
$1.1M +$75.1K +1,368 +8%
JMPWA
57
JP Morgan Private Wealth Advisors
California
$1.08M -$21.3K -388 -2%
CPA
58
Court Place Advisors
Maryland
$1.02M -$9.61K -175 -1%
MIAN
59
Mariner Independent Advisor Network
Kansas
$999K -$37.9K -690 -4%
FIM
60
Freedom Investment Management
Connecticut
$927K +$859K +15,633 New
RJFSA
61
Raymond James Financial Services Advisors
Florida
$901K +$42K +764 +5%
AW
62
ACG Wealth
Georgia
$874K +$285K +5,181 +54%
PWS
63
Paragon Wealth Strategies
Florida
$862K -$74.3K -1,352 -9%
VA
64
Valmark Advisers
Ohio
$858K +$42.1K +767 +6%
AIP
65
Ahrens Investment Partners
Louisiana
$822K -$10.7K -194 -1%
FA
66
FMA Advisory
Pennsylvania
$795K -$10.3K -188 -1%
MA
67
Montag & Associates
Georgia
$763K -$1.09M -19,917 -61%
JIP
68
Jaffetilchin Investment Partners
Florida
$755K +$700K +12,741 New
BCA
69
Bay Colony Advisors
Massachusetts
$752K -$104K -1,898 -13%
HCA
70
Heck Capital Advisors
Wisconsin
$731K +$86.6K +1,576 +15%
BMM
71
Buffington Mohr McNeal
Idaho
$731K +$15.4K +280 +2%
TRCT
72
Tower Research Capital (TRC)
New York
$720K -$2.8M -50,925 -81%
GWM
73
Geneos Wealth Management
Colorado
$713K +$98.9K +1,800 +18%
Mariner
74
Mariner
Kansas
$667K -$250K -4,559 -29%
MWC
75
MKD Wealth Coaches
Michigan
$661K +$612K +11,149 New