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Fidelity MSCI Information Technology Index ETF

432 hedge funds and large institutions have $2.37B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 154 increasing their positions, 134 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $3.28M | Put options by funds: $1.05M

33% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 39

15% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 134

4% more capital invested

Capital invested by funds: $2.27B → $2.37B (+$99.6M)

0% more funds holding

Funds holding: 430432 (+2)

1.37% less ownership

Funds ownership: 23.61%22.24% (-1.4%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
432
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.24%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
52
Increased
154
Reduced
134
Closed
39
Calls
$3.28M
Puts
$1.05M
Net Calls
+$2.23M
Net Calls Change
-$325K
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
76
Focus Partners Wealth
Massachusetts
$3.84M +$3.54M +22,362 New
HCA
77
Heck Capital Advisors
Wisconsin
$3.84M -$86.5K -547 -2%
GWA
78
GGM Wealth Advisors
Maryland
$3.83M +$3.53M +22,329 New
LA
79
Lynch & Associates
Indiana
$3.78M +$106K +669 +3%
MOS
80
MGO One Seven
Ohio
$3.7M -$118K -747 -3%
KPWS
81
Kestra Private Wealth Services
Texas
$3.56M -$12.3K -78 -0.4%
WWA
82
WCG Wealth Advisors
Nevada
$3.52M +$342K +2,163 +12%
CA
83
Claro Advisors
Massachusetts
$3.42M +$1.69M +10,710 +116%
FWM
84
Fingerlakes Wealth Management
New York
$3.41M +$369K +2,331 +13%
CP
85
Capital Planning
Washington
$3.4M +$971K +6,142 +45%
CPIG
86
Chicago Partners Investment Group
Illinois
$3.19M -$62.3K -394 -2%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$3.05M -$8.25M -52,206 -75%
TGAM
88
TBH Global Asset Management
Tennessee
$2.96M -$1.96M -12,398 -42%
AIM
89
Anchor Investment Management
South Carolina
$2.95M +$2.21K +14 +0.1%
Citigroup
90
Citigroup
New York
$2.94M +$2.5M +15,802 +1,191%
QCM
91
Quantinno Capital Management
New York
$2.93M +$101K +637 +4%
BJL
92
Brighton Jones LLC
Washington
$2.85M +$45.5K +288 +2%
EFM
93
Eley Financial Management
Vermont
$2.84M -$66.4K -420 -2%
AAS
94
Ameritas Advisory Services
Nebraska
$2.79M +$142K +901 +6%
EWM
95
EPG Wealth Management
Georgia
$2.78M -$2.55M -16,159 Closed
AA
96
Ancora Advisors
Ohio
$2.77M -$8.85K -56 -0.3%
NA
97
Navellier & Associates
Nevada
$2.76M
CI
98
CX Institutional
Indiana
$2.76M +$222K +1,406 +10%
CRC
99
Curi RMB Capital
Illinois
$2.69M -$167K -1,056 -6%
SAM
100
Secure Asset Management
Michigan
$2.67M +$41.1K +260 +2%