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Fidelity MSCI Information Technology Index ETF

508 hedge funds and large institutions have $3.69B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 172 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 26

162% more call options, than puts

Call options by funds: $4.31M | Put options by funds: $1.65M

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

28% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 134

14% more funds holding

Funds holding: 446508 (+62)

10% more capital invested

Capital invested by funds: $3.35B → $3.69B (+$338M)

1.2% less ownership

Funds ownership: 29%27.79% (-1.2%)

Holders
508
Holders Change
+62
Holders Change %
+13.9%
% of All Funds
6.69%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
99
Increased
172
Reduced
134
Closed
26
Calls
$4.31M
Puts
$1.65M
Net Calls
+$2.66M
Net Calls Change
-$339K
Name Holding Trade Value Shares
Change
Change in
Stake
GM
76
GeoWealth Management
Illinois
$4.56M +$328K +1,792 +8%
AI
77
Atria Investments
North Carolina
$4.53M -$243K -1,332 -5%
CA
78
Claro Advisors
Massachusetts
$4.51M +$241K +1,316 +6%
PFS
79
Prospera Financial Services
Texas
$4.49M -$155K -847 -3%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$4.47M +$727K +3,979 +20%
BCI
81
Brinker Capital Investments
Pennsylvania
$4.32M -$314K -1,717 -7%
OPS
82
Orion Portfolio Solutions
Nebraska
$4.32M -$314K -1,717 -7%
TCA
83
Transcend Capital Advisors
New Jersey
$4.3M -$62.9K -344 -1%
CP
84
Capital Planning
Washington
$4.2M +$365K +1,998 +10%
LA
85
Lynch & Associates
Indiana
$4.2M -$26.7K -146 -0.6%
EH
86
Equitable Holdings
New York
$4.2M -$565K -3,093 -12%
HCA
87
Heck Capital Advisors
Wisconsin
$4.13M -$16.8K -92 -0.4%
KPWS
88
Kestra Private Wealth Services
Texas
$4.09M +$533K +2,918 +15%
WWA
89
WCG Wealth Advisors
Nevada
$4.07M +$132K +722 +3%
MAG
90
Mokosak Advisory Group
Iowa
$3.97M -$98.1K -537 -2%
AF
91
Apexium Financial
Texas
$3.9M +$2.38M +13,014 +161%
CI
92
CX Institutional
Indiana
$3.89M +$1.08M +5,923 +39%
MAM
93
Marotta Asset Management
Virginia
$3.87M +$643K +3,520 +20%
QCM
94
Quantinno Capital Management
New York
$3.84M +$9.32K +51 +0.2%
MOS
95
MGO One Seven
Ohio
$3.84M -$103K -566 -3%
FWM
96
Fingerlakes Wealth Management
New York
$3.77M +$160K +878 +5%
Bank of New York Mellon
97
Bank of New York Mellon
New York
$3.75M -$870K -4,759 -19%
CPIG
98
Chicago Partners Investment Group
Illinois
$3.61M -$914 -5 -0%
MA
99
Maxele Advisors
Missouri
$3.57M +$3.53M +19,300 New
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$3.54M -$79.7K -436 -2%