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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
APSP
126
Asset Planning Services (Pennsylvania)
Pennsylvania
$61K +$165 +3 +0.3%
MWM
127
Mascoma Wealth Management
New Hampshire
$52K +$24.2K +440 +99%
MRCM
128
M&R Capital Management
New Jersey
$50K
CA
129
Cetera Advisors
Colorado
$47K +$43.5K +792 New
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$42K -$29.5K -538 -43%
AF
131
Allworth Financial
California
$36K
AIC
132
Archer Investment Corporation
Indiana
$26K -$2.91K -53 -11%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$20K -$38.9K -708 -81%
RFM
134
Royal Fund Management
Florida
$20K
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$20K
PFGIA
136
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$16.4K +298 New
CAC
137
Certified Advisory Corp
Florida
$18K +$16.5K +300 New
JFA
138
JNBA Financial Advisors
Minnesota
$14K +$12.9K +234 New
BFC
139
Bedel Financial Consulting
Indiana
$13K
FGAM
140
Financial Gravity Asset Management
Texas
$13K +$12.1K +220 New
RFC
141
Regions Financial Corp
Alabama
$12K
FHA
142
First Horizon Advisors
Tennessee
$12K +$11K +200 New
APA
143
American Portfolios Advisors
New York
$11.6K +$5.49K +100 +104%
LWM
144
Liberty Wealth Management
California
$10K +$55 +1 +0.6%
KFS
145
Kelly Financial Services
Massachusetts
$7.07K +$6.54K +119 New
GAM
146
Gemmer Asset Management
California
$7K +$6.15K +112 New
LWANC
147
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K
LFA
148
Legacy Financial Advisors
Kentucky
$6K
CFGS
149
Concourse Financial Group Securities
Alabama
$5K -$22.5K -410 -82%
BFEC
150
Benjamin F. Edwards & Company
Missouri
$5K