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Fidelity MSCI Information Technology Index ETF

373 hedge funds and large institutions have $1.71B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,030% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $92K

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

88% more funds holding in top 10

Funds holding in top 10: 815 (+7)

45% more capital invested

Capital invested by funds: $1.18B → $1.71B (+$529M)

11% more funds holding

Funds holding: 335373 (+38)

3.78% more ownership

Funds ownership: 21.04%24.82% (+3.8%)

4% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 115

Holders
373
Holders Change
+38
Holders Change %
+11.34%
% of All Funds
5.86%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.24%
New
73
Increased
120
Reduced
115
Closed
32
Calls
$1.96M
Puts
$92K
Net Calls
+$1.87M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Crumly & Associates
Illinois
$2.78M +$205K +1,727 +9%
Creative Planning
77
Creative Planning
Kansas
$2.75M +$770K +6,487 +45%
KIA
78
KCM Investment Advisors
California
$2.71M -$1.54M -13,012 -39%
PAS
79
Park Avenue Securities
New York
$2.54M +$95.1K +801 +4%
KPWS
80
Kestra Private Wealth Services
Texas
$2.49M +$99.3K +836 +5%
NA
81
Navellier & Associates
Nevada
$2.43M
AA
82
Ancora Advisors
Ohio
$2.4M -$61.7K -520 -3%
EFM
83
Eley Financial Management
Vermont
$2.39M +$71.4K +601 +3%
AIM
84
Anchor Investment Management
South Carolina
$2.31M -$117K -982 -5%
LA
85
Lynch & Associates
Indiana
$2.28M +$134K +1,131 +7%
BJL
86
Brighton Jones LLC
Washington
$2.22M +$15K +126 +0.7%
CRC
87
Curi RMB Capital
Illinois
$2.21M +$43.7K +368 +2%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$2.2M -$522K -4,396 -21%
SS
89
Sunbelt Securities
Texas
$2.18M +$555K +4,676 +39%
KeyBank National Association
90
KeyBank National Association
Ohio
$2.15M -$139K -1,167 -7%
MWM
91
Maltin Wealth Management
New Jersey
$2.15M
HCA
92
Heck Capital Advisors
Wisconsin
$2.13M -$148K -1,248 -7%
BWM
93
Birchcreek Wealth Management
Ohio
$2.09M -$438K -3,686 -19%
SW
94
SVB Wealth
Massachusetts
$2.06M -$443K -3,734 -19%
William Blair & Company
95
William Blair & Company
Illinois
$2.02M -$47.5K -400 -3%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$1.95M -$31.5K -265 -2%
CA
97
CoreCap Advisors
Michigan
$1.93M +$1.75M +14,748 New
CFG
98
Cooper Financial Group
California
$1.91M -$37.3K -314 -2%
WPP
99
Whalerock Point Partners
Rhode Island
$1.84M -$14.1K -119 -0.8%
C1AG
100
Client 1st Advisory Group
Florida
$1.78M -$134K -1,130 -8%