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Fidelity MSCI Information Technology Index ETF

148 hedge funds and large institutions have $626M invested in Fidelity MSCI Information Technology Index ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $797K | Put options by funds: $247K

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

43% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 37

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 134148 (+14)

9% more capital invested

Capital invested by funds: $575M → $626M (+$51.3M)

2.66% less ownership

Funds ownership: 27.5%24.84% (-2.7%)

Holders
148
Holders Change
+14
Holders Change %
+10.45%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
35
Increased
53
Reduced
37
Closed
21
Calls
$797K
Puts
$247K
Net Calls
+$550K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
MHS
76
M Holdings Securities
Oregon
$634K -$40.5K -692 -6%
KSA
77
Ken Stern & Associates
California
$571K +$160K +2,731 +40%
GWM
78
Geneos Wealth Management
Colorado
$567K +$246K +4,203 +81%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$566K +$26.2K +448 +5%
AW
80
ACG Wealth
Georgia
$559K +$543K +9,276 New
HCM
81
Hilton Capital Management
New York
$537K -$522K -8,910 Closed
CWM
82
Cornerstone Wealth Management
Missouri
$522K +$1.44M +24,565 New
CAN
83
Cetera Advisor Networks
California
$482K +$122K +2,080 +35%
Northern Trust
84
Northern Trust
Illinois
$441K -$113K -1,923 -21%
DOA
85
D'Orazio & Associates
Virginia
$392K
CWS
86
Cypress Wealth Services
California
$369K +$820 +14 +0.2%
GFPC
87
Global Financial Private Capital
Florida
$358K -$452K -7,723 -57%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$334K +$294K +5,013 +944%
Bank of New York Mellon
89
Bank of New York Mellon
New York
$320K
BJL
90
Brighton Jones LLC
Washington
$320K +$21.6K +369 +7%
AB
91
Atlas Brown
Kentucky
$311K +$5.09K +87 +2%
DSC
92
Duncker Streett & Co
Missouri
$306K +$64.4K +1,100 +28%
AP
93
Advisors Preferred
Maryland
$286K +$129K +2,202 +107%
FPGK
94
Financial Partners Group (Kansas)
Kansas
$283K +$275K +4,699 New
SS
95
Sunbelt Securities
Texas
$266K -$324K -5,527 -56%
Stifel Financial
96
Stifel Financial
Missouri
$264K +$257K +4,385 New
CTA
97
Colonial Trust Advisors
South Carolina
$262K +$255K +4,346 New
MCIA
98
Mountain Capital Investment Advisors
Colorado
$255K +$248K +4,233 New
HFS
99
HL Financial Services
Kentucky
$241K +$234K +3,995 New
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$237K -$184K -3,149 -44%