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Fidelity MSCI Information Technology Index ETF

159 hedge funds and large institutions have $561M invested in Fidelity MSCI Information Technology Index ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

30% more capital invested

Capital invested by funds: $433M → $561M (+$128M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more funds holding

Funds holding: 139159 (+20)

10% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 49

0.68% more ownership

Funds ownership: 24.36%25.04% (+0.68%)

Holders
159
Holders Change
+20
Holders Change %
+14.39%
% of All Funds
3.44%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
35
Increased
54
Reduced
49
Closed
14
Calls
$759K
Puts
Net Calls
+$759K
Net Calls Change
+$139K
Name Holding Trade Value Shares
Change
Change in
Stake
SS
101
Sunbelt Securities
Texas
$271K -$200K -3,635 -44%
EFSCE
102
Enterprise Financial Services Corp (EFSC)
Missouri
$259K +$240K +4,363 New
GFPC
103
Global Financial Private Capital
Florida
$246K +$228K +4,154 New
AWM
104
AE Wealth Management
Kansas
$243K +$225K +4,097 New
SS
105
Simplicity Solutions
Minnesota
$243K +$225K +4,097 New
PFS
106
Prospera Financial Services
Texas
$241K +$217K +3,951 New
AA
107
Advisory Alpha
Michigan
$239K -$26.4K -480 -11%
BJL
108
Brighton Jones LLC
Washington
$221K +$205K +3,725 New
WA
109
Wealthstar Advisors
Texas
$212K +$196K +3,562 New
SWP
110
Stratos Wealth Partners
Ohio
$209K +$194K +3,525 New
CH
111
Canton Hathaway
Rhode Island
$197K +$20.7K +376 +13%
JP Morgan Chase
112
JP Morgan Chase
New York
$190K -$44.3K -807 -20%
MSA
113
Marino Stram & Associates
Massachusetts
$171K +$159K +2,886 New
VNA
114
Valley National Advisers
Pennsylvania
$165K -$11.6K -211 -7%
VFA
115
Valeo Financial Advisors
Indiana
$149K
IA
116
IFP Advisors
Florida
$136K -$2.07M -37,745 -94%
AF
117
Advisornet Financial
Minnesota
$100K +$31.9K +580 +52%
YWP
118
YorkBridge Wealth Partners
New York
$96K -$20.6K -375 -19%
LDFR
119
Lehman & Derafelo Financial Resources
Pennsylvania
$91K -$3.08K -56 -4%
HR
120
Howe & Rusling
New York
$84K -$5.49K -100 -7%
SF
121
Synovus Financial
Georgia
$82K
AIM
122
Axiom Investment Management
New York
$80K +$74.1K +1,350 New
GWA
123
Guidant Wealth Advisors
Illinois
$75K
FHA
124
Flagship Harbor Advisors
Massachusetts
$75K +$32.4K +590 +87%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$74K