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Fidelity MSCI Information Technology Index ETF

373 hedge funds and large institutions have $1.71B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,030% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $92K

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

88% more funds holding in top 10

Funds holding in top 10: 815 (+7)

45% more capital invested

Capital invested by funds: $1.18B → $1.71B (+$529M)

11% more funds holding

Funds holding: 335373 (+38)

3.78% more ownership

Funds ownership: 21.04%24.82% (+3.8%)

4% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 115

Holders
373
Holders Change
+38
Holders Change %
+11.34%
% of All Funds
5.86%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.24%
New
73
Increased
120
Reduced
115
Closed
32
Calls
$1.96M
Puts
$92K
Net Calls
+$1.87M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
151
Visionary Wealth Advisors
Illinois
$812K -$164K -1,378 -18%
HAS
152
HBW Advisory Services
California
$798K -$178K -1,499 -20%
AAS
153
Ameritas Advisory Services
Nebraska
$789K -$906K -7,628 -55%
DAS
154
Dynamic Advisor Solutions
Arizona
$779K +$708K +5,960 New
WCFA
155
Walkner Condon Financial Advisors
Wisconsin
$764K -$43.5K -366 -6%
IFG
156
Independent Financial Group
California
$750K +$5.94K +50 +0.9%
KWA
157
KCS Wealth Advisory
California
$746K +$25.5K +215 +4%
FFL
158
Financial Freedom LLC
Ohio
$742K +$475 +4 +0.1%
LWM
159
Liberty Wealth Management
California
$722K +$42.9K +361 +7%
AWA
160
Arkadios Wealth Advisors
Georgia
$720K -$19.5K -164 -3%
DI
161
DFPG Investments
Utah
$714K -$2.14K -18 -0.3%
HI
162
Harbour Investments
Wisconsin
$707K +$41.4K +349 +7%
Fisher Asset Management
163
Fisher Asset Management
Washington
$703K +$147K +1,238 +30%
GFPC
164
Global Financial Private Client
Florida
$678K +$617K +5,197 New
FEM
165
Fulcrum Equity Management
Texas
$677K +$84.8K +714 +16%
SM
166
Sweeney & Michel
California
$676K +$1.07K +9 +0.2%
VNA
167
Valley National Advisers
Pennsylvania
$675K -$4.27K -36 -0.7%
WP
168
WealthSource Partners
California
$668K
SF
169
Safeguard Financial
Wisconsin
$662K -$17.7K -149 -3%
EWS
170
Evergreen Wealth Solutions
Pennsylvania
$636K -$326K -2,745 -36%
XWM
171
Xcel Wealth Management
Florida
$622K +$65.2K +549 +13%
Northern Trust
172
Northern Trust
Illinois
$611K -$23.9K -201 -4%
CWM
173
Congress Wealth Management
Massachusetts
$610K +$88.2K +743 +19%
IRC
174
Investors Research Corp
Georgia
$599K +$12.6K +106 +2%
RA
175
Rise Advisors
New York
$598K -$10.3K -87 -2%