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Fidelity MSCI Information Technology Index ETF

260 hedge funds and large institutions have $1.1B invested in Fidelity MSCI Information Technology Index ETF in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 95 increasing their positions, 83 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

14% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 83

14% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $942K

9% more capital invested

Capital invested by funds: $1.02B → $1.1B (+$87.7M)

8% more funds holding

Funds holding: 240260 (+20)

0.73% less ownership

Funds ownership: 24.92%24.19% (-0.73%)

Holders
260
Holders Change
+20
Holders Change %
+8.33%
% of All Funds
5.25%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.28%
New
44
Increased
95
Reduced
83
Closed
21
Calls
$1.08M
Puts
$942K
Net Calls
+$136K
Net Calls Change
-$675K
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
176
Partnervest Advisory Services
California
$291K +$11.7K +132 +4%
RWA
177
River Wealth Advisors
Pennsylvania
$291K +$14.2K +159 +5%
EH
178
Equitable Holdings
New York
$290K +$17K +191 +6%
Financial Engines Advisors
179
Financial Engines Advisors
California
$282K +$623 +7 +0.2%
TP
180
Tranquility Partners
Tennessee
$277K
EIA
181
Eldridge Investment Advisors
New Hampshire
$274K
PAG
182
Private Advisor Group
New Jersey
$270K -$7.12K -80 -3%
ACS
183
Archford Capital Strategies
Illinois
$260K -$14.8K -166 -6%
OCM
184
Oakwood Capital Management
California
$245K +$237K +2,660 New
LDFR
185
Lehman & Derafelo Financial Resources
Pennsylvania
$240K +$59.7K +671 +35%
FAIM
186
Financial Advocates Investment Management
Washington
$239K
EWA
187
Exencial Wealth Advisors
Oklahoma
$234K +$226K +2,545 New
AIC
188
Ameritas Investment Company
Nebraska
$233K
VFA
189
Valeo Financial Advisors
Indiana
$230K -$96.7K -1,087 -30%
Mercer Global Advisors
190
Mercer Global Advisors
Colorado
$228K +$221K +2,480 New
NA
191
NewEdge Advisors
Louisiana
$220K +$212K +2,387 New
RIA
192
Realta Investment Advisors
Delaware
$218K -$13.3K -150 -6%
AF
193
Apexium Financial
Texas
$208K +$201K +2,255 New
CFD
194
Creative Financial Designs
Indiana
$204K +$77.2K +867 +64%
DWM
195
Dakota Wealth Management
Florida
$204K +$197K +2,219 New
SWM
196
SVA Wealth Management
Wisconsin
$201K +$194K +2,185 New
ATC
197
Adirondack Trust Company
New York
$195K
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$188K +$70.8K +796 +64%
CIAS
199
Capital Investment Advisory Services
North Carolina
$187K -$12.7K -143 -7%
AIC
200
Archer Investment Corporation
Indiana
$184K +$67.2K +755 +61%