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Fidelity MSCI Information Technology Index ETF

432 hedge funds and large institutions have $2.37B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 154 increasing their positions, 134 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $3.28M | Put options by funds: $1.05M

33% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 39

15% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 134

4% more capital invested

Capital invested by funds: $2.27B → $2.37B (+$99.6M)

0% more funds holding

Funds holding: 430432 (+2)

1.37% less ownership

Funds ownership: 23.61%22.24% (-1.4%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
432
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.24%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
52
Increased
154
Reduced
134
Closed
39
Calls
$3.28M
Puts
$1.05M
Net Calls
+$2.23M
Net Calls Change
-$325K
Name Holding Trade Value Shares
Change
Change in
Stake
JF
151
JSF Financial
California
$1.15M -$1.26K -8 -0.1%
CH
152
Canton Hathaway
Rhode Island
$1.14M -$5.53K -35 -0.5%
SIA
153
Soltis Investment Advisors
Utah
$1.14M -$15K -95 -1%
SM
154
Sweeney & Michel
California
$1.14M +$1.26K +8 +0.1%
Corient Private Wealth
155
Corient Private Wealth
Florida
$1.13M -$93.8K -593 -8%
DWM
156
Dakota Wealth Management
Florida
$1.1M -$6.48K -41 -0.6%
RSWM
157
Robertson Stephens Wealth Management
California
$1.1M -$282K -1,785 -22%
FAM
158
Forte Asset Management
New York
$1.06M -$137K -865 -12%
IFG
159
Independent Financial Group
California
$1.04M -$1.58K -10 -0.2%
DAS
160
Dynamic Advisor Solutions
Arizona
$974K +$2.53K +16 +0.3%
WCFA
161
Walkner Condon Financial Advisors
Wisconsin
$965K
AWA
162
Arkadios Wealth Advisors
Georgia
$955K -$110K -696 -11%
BAM
163
Belpointe Asset Management
Nevada
$934K +$121K +764 +16%
LWM
164
Liberty Wealth Management
California
$928K +$14.7K +93 +2%
IRC
165
Investors Research Corp
Georgia
$927K +$43.5K +275 +5%
SFPG
166
Stonebridge Financial Planning Group
Florida
$904K -$26.6K -168 -3%
VWA
167
Visionary Wealth Advisors
Illinois
$885K -$10.1K -64 -1%
HI
168
Harbour Investments
Wisconsin
$875K +$56.6K +358 +8%
SF
169
Safeguard Financial
Wisconsin
$830K +$28K +177 +4%
JCFM
170
JBR Co Financial Management
Oklahoma
$827K +$153K +968 +25%
WN
171
Williams & Novak
California
$823K
AIP
172
Almanack Investment Partners
Pennsylvania
$821K -$31.1K -197 -4%
AWM
173
AE Wealth Management
Kansas
$801K -$22.4K -142 -3%
SAI
174
Savvy Advisors Inc
New York
$770K +$189K +1,197 +36%
SA
175
Sanctuary Advisors
Indiana
$767K +$809K +5,119 New