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Fidelity MSCI Information Technology Index ETF

373 hedge funds and large institutions have $1.71B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,030% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $92K

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

88% more funds holding in top 10

Funds holding in top 10: 815 (+7)

45% more capital invested

Capital invested by funds: $1.18B → $1.71B (+$529M)

11% more funds holding

Funds holding: 335373 (+38)

3.78% more ownership

Funds ownership: 21.04%24.82% (+3.8%)

4% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 115

Holders
373
Holders Change
+38
Holders Change %
+11.34%
% of All Funds
5.86%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.24%
New
73
Increased
120
Reduced
115
Closed
32
Calls
$1.96M
Puts
$92K
Net Calls
+$1.87M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
MHB
201
Midwest Heritage Bank
Iowa
$416K -$20.5K -173 -5%
EWM
202
Empirical Wealth Management
Washington
$415K +$99K +834 +36%
ATPW
203
Ashton Thomas Private Wealth
Arizona
$413K -$253K -2,134 -40%
TI
204
Trexquant Investment
Connecticut
$413K +$376K +3,163 New
CA
205
Claro Advisors
Massachusetts
$405K +$237 +2 +0.1%
VFA
206
Valeo Financial Advisors
Indiana
$392K
WJA
207
Willis Johnson & Associates
Texas
$390K +$356 +3 +0.1%
AWM
208
Axxcess Wealth Management
California
$390K +$2.49K +21 +0.7%
T
209
TNF
Montana
$378K -$13.7K -115 -4%
CAM
210
Cresset Asset Management
Illinois
$378K +$344K +2,895 New
TCMP
211
Thrive Capital Management (Pennsylvania)
Pennsylvania
$375K +$356 +3 +0.1%
AWG
212
Altus Wealth Group
Colorado
$368K
LWA
213
Lineweaver Wealth Advisors
Ohio
$362K +$2.38K +20 +0.7%
LA
214
LexAurum Advisors
Kansas
$358K -$36.3K -306 -10%
ACP
215
Aveo Capital Partners
Colorado
$358K -$5.94K -50 -2%
LWM
216
Lodestone Wealth Management
Washington
$355K -$184K -1,548 -36%
CIA
217
Cape Investment Advisory
Georgia
$353K -$107K -900 -25%
WP
218
WealthShield Partners
North Carolina
$351K +$114K +959 +55%
USCWA
219
U.S. Capital Wealth Advisors
Texas
$348K +$316K +2,662 New
VAG
220
VisionPoint Advisory Group
Texas
$345K +$314K +2,641 New
BWL
221
Bogart Wealth LLC
Virginia
$334K +$277K +2,337 +1,053%
TP
222
Tranquility Partners
Tennessee
$334K -$53.9K -454 -15%
MSWM
223
McGlone Suttner Wealth Management
Wisconsin
$331K +$356 +3 +0.1%
FFA
224
First Foundation Advisors
California
$330K +$300K +2,529 New
DOA
225
D'Orazio & Associates
Virginia
$329K +$13.8K +116 +5%