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Fidelity MSCI Information Technology Index ETF

206 hedge funds and large institutions have $844M invested in Fidelity MSCI Information Technology Index ETF in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 75 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 14

92% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 39

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

28% more capital invested

Capital invested by funds: $661M → $844M (+$183M)

26% more funds holding

Funds holding: 164206 (+42)

0.91% more ownership

Funds ownership: 25.77%26.68% (+0.91%)

Holders
206
Holders Change
+42
Holders Change %
+25.61%
% of All Funds
4.06%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.16%
New
59
Increased
75
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
176
Plante Moran Financial Advisors
Michigan
$34K +$32K +473 New
EI
177
Ellevest Inc
New York
$33K +$31K +458 New
S
178
SignatureFD
Georgia
$27K +$25.1K +370 New
WAP
179
Wealthcare Advisory Partners
Pennsylvania
$24K
GFPC
180
Global Financial Private Client
Florida
$22.8K +$21.3K +315 New
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$20K
PFGIA
182
Patriot Financial Group Insurance Agency
Massachusetts
$20K
VCP
183
Verus Capital Partners
Arizona
$19K +$17.7K +261 New
APA
184
American Portfolios Advisors
New York
$18.9K
JFA
185
JNBA Financial Advisors
Minnesota
$17K
BFC
186
Bedel Financial Consulting
Indiana
$16K
FHA
187
First Horizon Advisors
Tennessee
$14K
SMFS
188
Squar Milner Financial Services
California
$13K +$12.2K +180 New
HF
189
Halpern Financial
Virginia
$12K +$11.2K +165 New
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$10K +$9.49K +140 New
William Blair & Company
191
William Blair & Company
Illinois
$9K +$8.47K +125 New
KFS
192
Kelly Financial Services
Massachusetts
$8.72K
NFG
193
Next Financial Group
Texas
$8K -$68 -1 -0.9%
LWA
194
LWS Wealth Advisors
New Jersey
$8K +$7.52K +111 New
BFEC
195
Benjamin F. Edwards & Company
Missouri
$7K
CFGS
196
Concourse Financial Group Securities
Alabama
$7K
WCM
197
Wealthcare Capital Management
Virginia
$7K +$6.98K +103 New
CFG
198
CKW Financial Group
Hawaii
$6K
PCIA
199
Prime Capital Investment Advisors
Kansas
$6K +$5.96K +88 New
RMAM
200
Raab & Moskowitz Asset Management
New Jersey
$5K +$4.81K +71 New