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Fidelity MSCI Information Technology Index ETF

211 hedge funds and large institutions have $703M invested in Fidelity MSCI Information Technology Index ETF in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

26% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 38

2% more funds holding

Funds holding: 206211 (+5)

8% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $1.17M

3% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 70

2.16% less ownership

Funds ownership: 26.68%24.52% (-2.2%)

17% less capital invested

Capital invested by funds: $844M → $703M (-$141M)

Holders
211
Holders Change
+5
Holders Change %
+2.43%
% of All Funds
4.65%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
48
Increased
72
Reduced
70
Closed
38
Calls
$1.25M
Puts
$1.17M
Net Calls
+$88K
Net Calls Change
+$88K
Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
51
Mid Atlantic Financial Management
Pennsylvania
$2.19M -$1.41M -19,650 -36%
SCA
52
Snowden Capital Advisors
New York
$2.18M -$546K -7,604 -18%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$2.18M +$53K +739 +2%
SSWM
54
Smith Salley Wealth Management
North Carolina
$2.11M +$451K +6,280 +23%
CS
55
Comerica Securities
Michigan
$2.11M +$131K +1,824 +6%
MML Investors Services
56
MML Investors Services
Massachusetts
$2.06M -$2.51M -34,943 -52%
KPW
57
Kore Private Wealth
New York
$2.03M +$2.33M +32,409 New
TI
58
Trexquant Investment
Connecticut
$2.01M +$2.3M +32,051 New
SMG
59
Smart Money Group
Texas
$1.88M +$3.26M +45,429 New
IA
60
IFP Advisors
Florida
$1.87M -$2.73M -37,984 -57%
DFG
61
Demars Financial Group
Washington
$1.87M +$73.1K +1,019 +4%
SB
62
Strategic Blueprint
Georgia
$1.74M +$1.99M +27,752 New
TGAM
63
TBH Global Asset Management
Tennessee
$1.69M +$62.9K +877 +3%
HCA
64
Heck Capital Advisors
Wisconsin
$1.68M +$581K +8,102 +43%
ACA
65
Atlas Capital Advisors
Wyoming
$1.68M +$364K +5,071 +23%
BFA
66
Beaumont Financial Advisors
Massachusetts
$1.56M -$17.1M -238,085 -91%
EFSCE
67
Enterprise Financial Services Corp (EFSC)
Missouri
$1.56M +$275K +3,837 +18%
MAG
68
Mokosak Advisory Group
Iowa
$1.48M +$1.69M +23,508 New
NAM
69
NorthCoast Asset Management
Connecticut
$1.42M -$854K -11,904 -34%
LNC
70
Lincoln National Corp
Pennsylvania
$1.4M +$879K +12,254 +121%
AWM
71
AE Wealth Management
Kansas
$1.39M +$1.39M +19,416 +700%
Mariner
72
Mariner
Kansas
$1.37M +$783K +10,912 +100%
WPP
73
Whalerock Point Partners
Rhode Island
$1.33M +$359 +5 +0%
PS
74
Portfolio Strategies
New York
$1.31M -$29.5K -411 -2%
CPA
75
Court Place Advisors
Maryland
$1.29M +$3.23K +45 +0.2%