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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
PJSIMP
101
P.J. Schmidt Investment Management (PJS)
Wisconsin
$237K +$231K +3,942 New
JP Morgan Chase
102
JP Morgan Chase
New York
$234K +$7.91K +135 +4%
SWP
103
Stratos Wealth Partners
Ohio
$218K -$8.78K -150 -4%
KF
104
Krilogy Financial
Missouri
$167K -$125K -2,129 -43%
CH
105
Canton Hathaway
Rhode Island
$160K +$155K +2,654 New
VNA
106
Valley National Advisers
Pennsylvania
$157K +$35.1K +599 +30%
RWA
107
River Wealth Advisors
Pennsylvania
$141K +$38.1K +650 +38%
VFA
108
Valeo Financial Advisors
Indiana
$138K +$146K +2,500 +13,889%
CFD
109
Creative Financial Designs
Indiana
$125K +$110K +1,878 +930%
YWP
110
YorkBridge Wealth Partners
New York
$121K
Deutsche Bank
111
Deutsche Bank
Germany
$120K -$45.1K -770 -28%
CFGS
112
Concourse Financial Group Securities
Alabama
$113K +$109K +1,868 New
MSA
113
Marino Stram & Associates
Massachusetts
$108K -$87.8K -1,499 -46%
CFG
114
Citizens Financial Group
Rhode Island
$88K +$85.9K +1,467 New
SF
115
Synovus Financial
Georgia
$83K
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$75K +$73.2K +1,250 New
AA
117
Ancora Advisors
Ohio
$73K +$71K +1,212 New
LWCFA
118
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$67K
FHA
119
Flagship Harbor Advisors
Massachusetts
$66K
AA
120
Advisory Alpha
Michigan
$63K +$69.3K +1,183 New
SAM
121
Shamrock Asset Management
Texas
$59K
APSP
122
Asset Planning Services (Pennsylvania)
Pennsylvania
$58K +$59.9K +1,022 New
VCM
123
Vigilant Capital Management
Maine
$57K +$54.9K +938 New
DWM
124
Destination Wealth Management
California
$54K +$52.8K +902 New
MWM
125
Mascoma Wealth Management
New Hampshire
$53K