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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 %
SIC
151
Samalin Investment Counsel
New York
$781K +$1.11K +9 +0.1%
TCM
152
Tandem Capital Management
New Jersey
$780K +$615 +5 +0.1%
SM
153
Sweeney & Michel
California
$747K +$58.2K +448 +8%
WCFA
154
Walkner Condon Financial Advisors
Wisconsin
$719K
MA
155
Mutual Advisors
Nebraska
$717K +$191K +1,554 +36%
FFL
156
Financial Freedom LLC
Ohio
$699K +$492 +4 +0.1%
DI
157
DFPG Investments
Utah
$677K -$4.14K -32 -0.6%
DAS
158
Dynamic Advisor Solutions
Arizona
$675K -$57.8K -470 -8%
LWM
159
Liberty Wealth Management
California
$652K -$28.2K -229 -4%
Millennium Management
160
Millennium Management
New York
$647K +$647K +5,265 New
AWA
161
Arkadios Wealth Advisors
Georgia
$646K -$31.2K -254 -5%
HI
162
Harbour Investments
Wisconsin
$636K -$29K -236 -4%
DWP
163
Daymark Wealth Partners
Ohio
$629K -$435K -3,539 -41%
WP
164
WealthSource Partners
California
$628K
VNA
165
Valley National Advisers
Pennsylvania
$623K -$10.9K -89 -2%
Fisher Asset Management
166
Fisher Asset Management
Washington
$604K -$58K -472 -9%
CWM
167
Congress Wealth Management
Massachusetts
$599K +$24.6K +200 +4%
MAM
168
Marotta Asset Management
Virginia
$590K +$379K +3,080 +179%
SF
169
Safeguard Financial
Wisconsin
$582K -$40.7K -331 -7%
IRC
170
Investors Research Corp
Georgia
$571K +$7.5K +61 +1%
AIP
171
Almanack Investment Partners
Pennsylvania
$567K +$24.7K +201 +5%
VWA
172
Visionary Wealth Advisors
Illinois
$562K -$203K -1,648 -27%
HR
173
Hardy Reed
Mississippi
$550K
EWA
174
EP Wealth Advisors
California
$538K -$175K -1,420 -25%
T. Rowe Price Associates
175
T. Rowe Price Associates
Maryland
$529K