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Fidelity MSCI Information Technology Index ETF

211 hedge funds and large institutions have $703M invested in Fidelity MSCI Information Technology Index ETF in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

26% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 38

2% more funds holding

Funds holding: 206211 (+5)

8% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $1.17M

3% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 70

2.16% less ownership

Funds ownership: 26.68%24.52% (-2.2%)

17% less capital invested

Capital invested by funds: $844M → $703M (-$141M)

Holders
211
Holders Change
+5
Holders Change %
+2.43%
% of All Funds
4.65%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
48
Increased
72
Reduced
70
Closed
38
Calls
$1.25M
Puts
$1.17M
Net Calls
+$88K
Net Calls Change
+$88K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
151
Secure Asset Management
Michigan
$211K -$20.1K -280 -8%
WP
152
WealthPLAN Partners
Nebraska
$207K +$204K +2,844 New
AIS
153
Accurate Investment Solutions
Pennsylvania
$205K +$234K +3,265 New
AA
154
Apriem Advisors
California
$201K
WR
155
Watson Rebecca
$200K +$210K +2,925 New
AIC
156
Ameritas Investment Company
Nebraska
$193K +$80.8K +1,126 +57%
CIAS
157
Capital Investment Advisory Services
North Carolina
$163K +$186K +2,595 New
EW
158
Element Wealth
Mississippi
$155K -$6.17K -86 -3%
ATC
159
Adirondack Trust Company
New York
$133K +$118K +1,650 +355%
JP Morgan Chase
160
JP Morgan Chase
New York
$122K -$71.7K -999 -34%
AWA
161
Arkadios Wealth Advisors
Georgia
$121K +$74.2K +1,034 +116%
MHR
162
Matthew Hamilton Rosenberg
$119K +$135K +1,886 New
LDFR
163
Lehman & Derafelo Financial Resources
Pennsylvania
$116K -$27.8K -388 -17%
NCM
164
Next Capital Management
New York
$104K
AIM
165
Anchor Investment Management
South Carolina
$102K +$41.9K +584 +56%
CFO
166
CVA Family Office
Colorado
$102K +$117K +1,630 New
AA
167
Advisory Alpha
Michigan
$84K -$259K -3,610 -74%
CAC
168
Certified Advisory Corp
Florida
$82K +$1K +14 +1%
FHA
169
Flagship Harbor Advisors
Massachusetts
$80K +$21.5K +300 +31%
FGAM
170
Financial Gravity Asset Management
Texas
$79.9K +$25.3K +352 +38%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$78K
SSB
172
Sandy Spring Bank
Maryland
$75K +$11.1K +154 +15%
KPCM
173
Kings Point Capital Management
New York
$63K +$71.7K +999 New
DWM
174
Darwin Wealth Management
Florida
$63K +$75.8K +1,056 New
SPIA
175
Steward Partners Investment Advisory
New York
$55K +$63.1K +879 New