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Fidelity MSCI Information Technology Index ETF

508 hedge funds and large institutions have $3.69B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 172 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 26

162% more call options, than puts

Call options by funds: $4.31M | Put options by funds: $1.65M

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

28% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 134

14% more funds holding

Funds holding: 446508 (+62)

10% more capital invested

Capital invested by funds: $3.35B → $3.69B (+$338M)

1.2% less ownership

Funds ownership: 29%27.79% (-1.2%)

Holders
508
Holders Change
+62
Holders Change %
+13.9%
% of All Funds
6.69%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
99
Increased
172
Reduced
134
Closed
26
Calls
$4.31M
Puts
$1.65M
Net Calls
+$2.66M
Net Calls Change
-$339K
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
151
Nova Wealth Management
Florida
$1.62M +$1.61M +8,785 New
PCA
152
Purkiss Capital Advisors
Connecticut
$1.62M +$1.6M +8,754 New
MA
153
Mutual Advisors
Nebraska
$1.6M -$184K -1,007 -10%
DSC
154
Duncker Streett & Co
Missouri
$1.6M -$54.8K -300 -3%
TGAM
155
TBH Global Asset Management
Tennessee
$1.6M -$224K -1,223 -12%
BCM
156
Brookstone Capital Management
Illinois
$1.6M -$3.97M -21,702 -72%
DC
157
Davenport & Co
Virginia
$1.56M +$123K +671 +9%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$1.53M +$294K +1,610 +24%
C1AG
159
Client 1st Advisory Group
Florida
$1.51M -$113K -619 -7%
FFN
160
Focus Financial Network
Minnesota
$1.51M +$35.1K +192 +2%
Truist Financial
161
Truist Financial
North Carolina
$1.51M +$12.4K +68 +0.8%
LFAS
162
Level Four Advisory Services
Texas
$1.5M -$7.68K -42 -0.5%
CPL
163
CAP Partners LLC
Tennessee
$1.49M +$366 +2 +0%
NL
164
NWAM LLC
Washington
$1.44M +$1.15M +6,270 +407%
EFG
165
Elm3 Financial Group
Georgia
$1.42M +$1.4M +7,680 New
SAI
166
Savvy Advisors Inc
New York
$1.4M +$71.3K +390 +5%
IAN
167
Integrated Advisors Network
Texas
$1.33M -$1.7M -9,318 -56%
TIA
168
Traphagen Investment Advisors
New Jersey
$1.33M +$48.4K +265 +4%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$1.33M -$792K -4,333 -38%
SWM
170
Spire Wealth Management
Virginia
$1.32M -$53.7K -294 -4%
NFP
171
NorthLanding Financial Partners
New York
$1.31M -$49.2K -269 -4%
IFG
172
Independent Financial Group
California
$1.29M +$181K +989 +17%
SIA
173
Soltis Investment Advisors
Utah
$1.26M +$64.7K +354 +5%
SB
174
Strategic Blueprint
Georgia
$1.25M +$2.19K +12 +0.2%
EFG
175
Ehrlich Financial Group
California
$1.2M +$3.11K +17 +0.3%