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Fidelity MSCI Information Technology Index ETF

369 hedge funds and large institutions have $1.58B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 103 increasing their positions, 145 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.88%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
37
Increased
103
Reduced
145
Closed
37
Calls
$1.67M
Puts
$49K
Net Calls
+$1.62M
Net Calls Change
-$245K
Name Holding Trade Value Shares
Change
Shares
Change %
RA
126
RFG Advisory
Alabama
$1.16M -$109K -886 -9%
APWM
127
Atlas Private Wealth Management
New York
$1.15M -$104K -845 -8%
Truist Financial
128
Truist Financial
North Carolina
$1.11M -$341K -2,772 -24%
DSC
129
Duncker Streett & Co
Missouri
$1.1M
SWM
130
Spire Wealth Management
Virginia
$1.1M +$45.1K +367 +4%
LFAS
131
Level Four Advisory Services
Texas
$1.06M -$63.9K -520 -6%
CP
132
Capital Planning
Washington
$1.05M +$82.5K +671 +9%
FFN
133
Focus Financial Network
Minnesota
$986K +$33.6K +273 +4%
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$935K +$12K +98 +1%
IA
135
IFP Advisors
Florida
$927K -$180K -1,461 -16%
SB
136
Strategic Blueprint
Georgia
$917K -$368K -2,994 -29%
FAM
137
Forte Asset Management
New York
$907K
BWM
138
Birchcreek Wealth Management
Ohio
$899K -$1.07M -8,678 -54%
JF
139
JSF Financial
California
$891K -$34.1K -277 -4%
NL
140
NWAM LLC
Washington
$891K -$3.07K -25 -0.3%
GFPC
141
Global Financial Private Client
Florida
$888K +$244K +1,963 +38%
RSWM
142
Robertson Stephens Wealth Management
California
$872K
CH
143
Canton Hathaway
Rhode Island
$870K -$19.7K -160 -2%
TIA
144
Traphagen Investment Advisors
New Jersey
$858K -$105M -852,752 -99%
Envestnet Portfolio Solutions
145
Envestnet Portfolio Solutions
Illinois
$830K +$830K +6,753 New
SWP
146
Stratos Wealth Partners
Ohio
$814K -$41.2K -335 -5%
DWM
147
Dakota Wealth Management
Florida
$813K -$23.5K -191 -3%
MWM
148
Meridian Wealth Management
Kentucky
$797K +$399K +3,245 +100%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$795K -$5.16K -42 -0.6%
AAS
150
Avantax Advisory Services
Texas
$792K -$87.9K -715 -10%