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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
AWA
201
Arkadios Wealth Advisors
Georgia
$183K -$2.94K -33 -2%
FP
202
Financial Perspectives
Minnesota
$176K +$49K +551 +40%
MHR
203
Matthew Hamilton Rosenberg
$174K
AWM
204
Avior Wealth Management
Nebraska
$172K -$217K -2,433 -56%
CFO
205
CVA Family Office
Colorado
$150K
EW
206
Element Wealth
Mississippi
$138K +$356 +4 +0.3%
FHA
207
Flagship Harbor Advisors
Massachusetts
$107K
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$105K -$9.35K -105 -8%
KPCM
209
Kings Point Capital Management
New York
$92K
LWM
210
Liberty Wealth Management
California
$77K +$11.8K +133 +19%
MRCM
211
M&R Capital Management
New Jersey
$73K
GRP
212
Global Retirement Partners
California
$71K +$8.99K +101 +15%
AF
213
Allworth Financial
California
$70K +$13.5K +152 +25%
VNA
214
Valley National Advisers
Pennsylvania
$55K +$89 +1 +0.2%
Citigroup
215
Citigroup
New York
$55K +$53.4K +600 New
FCM
216
Firestone Capital Management
Florida
$54K
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$51K +$89 +1 +0.2%
RCA
218
Ranch Capital Advisors
Florida
$46K
JP Morgan Chase
219
JP Morgan Chase
New York
$46K +$27.7K +311 +156%
First Manhattan
220
First Manhattan
New York
$46K +$44.5K +500 New
AA
221
Advisory Alpha
Michigan
$42K +$40K +450 New
PMFA
222
Plante Moran Financial Advisors
Michigan
$39K -$4.81K -54 -11%
S
223
SignatureFD
Georgia
$34K
CFGS
224
Concourse Financial Group Securities
Alabama
$29K +$21.3K +239 +306%
CSPIA
225
Cary Street Partners Investment Advisory
Virginia
$27K +$26.5K +298 New