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Fidelity MSCI Information Technology Index ETF

162 hedge funds and large institutions have $626M invested in Fidelity MSCI Information Technology Index ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 44

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

12% more capital invested

Capital invested by funds: $561M → $626M (+$65.3M)

2% more funds holding

Funds holding: 159162 (+3)

0.73% more ownership

Funds ownership: 25.04%25.77% (+0.73%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
162
Holders Change
+3
Holders Change %
+1.89%
% of All Funds
3.52%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
21
Increased
68
Reduced
44
Closed
16
Calls
$355K
Puts
Net Calls
+$355K
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
51
BB&T Securities
Virginia
$1.5M +$299K +4,897 +26%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$1.36M -$69.6K -1,141 -5%
PS
53
Portfolio Strategies
New York
$1.36M -$49.1K -806 -4%
RJA
54
Raymond James & Associates
Florida
$1.31M +$12K +196 +0.9%
AW
55
ACG Wealth
Georgia
$1.29M +$364K +5,976 +41%
LA
56
Lynch & Associates
Indiana
$1.22M +$49.9K +819 +4%
AWM
57
Avior Wealth Management
Nebraska
$1.22M +$1.19M +19,528 New
RJFSA
58
Raymond James Financial Services Advisors
Florida
$1.21M +$257K +4,215 +28%
SSWM
59
Smith Salley Wealth Management
North Carolina
$1.18M +$24.8K +407 +2%
WPP
60
Whalerock Point Partners
Rhode Island
$1.14M -$13.1K -215 -1%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$1.14M +$732 +12 +0.1%
5L
62
55I LLC
Massachusetts
$1.11M +$518K +8,494 +91%
CPA
63
Court Place Advisors
Maryland
$1.07M +$5.79K +95 +0.6%
MIAN
64
Mariner Independent Advisor Network
Kansas
$1.05M
HCA
65
Heck Capital Advisors
Wisconsin
$975K +$202K +3,318 +27%
AIP
66
Ahrens Investment Partners
Louisiana
$939K +$73.5K +1,206 +9%
PWS
67
Paragon Wealth Strategies
Florida
$908K +$2.74K +45 +0.3%
AI
68
Atria Investments
North Carolina
$895K +$880K +14,431 New
VA
69
Valmark Advisers
Ohio
$883K -$17.8K -292 -2%
FA
70
FMA Advisory
Pennsylvania
$864K +$29K +476 +4%
BCA
71
Bay Colony Advisors
Massachusetts
$795K -$2.62K -43 -0.3%
GWM
72
Geneos Wealth Management
Colorado
$768K +$18.8K +308 +3%
BMM
73
Buffington Mohr McNeal
Idaho
$766K -$1.83K -30 -0.2%
MA
74
Mutual Advisors
Nebraska
$717K -$874K -14,329 -55%
MWC
75
MKD Wealth Coaches
Michigan
$697K +$2.19K +36 +0.3%