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Fidelity MSCI Information Technology Index ETF

369 hedge funds and large institutions have $1.58B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 103 increasing their positions, 145 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.88%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
37
Increased
103
Reduced
145
Closed
37
Calls
$1.67M
Puts
$49K
Net Calls
+$1.62M
Net Calls Change
-$245K
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
201
Bogart Wealth LLC
Virginia
$363K +$48.6K +395 +15%
RA
202
Rise Advisors
New York
$363K -$200K -1,630 -36%
MHB
203
Midwest Heritage Bank
Iowa
$359K -$31.6K -257 -8%
CAM
204
Cresset Asset Management
Illinois
$356K +$615 +5 +0.2%
BWM
205
BCS Wealth Management
Tennessee
$355K +$355K +2,888 New
TCMP
206
Thrive Capital Management (Pennsylvania)
Pennsylvania
$353K +$369 +3 +0.1%
Citadel Advisors
207
Citadel Advisors
Florida
$350K +$350K +2,845 New
LWM
208
LJI Wealth Management
Indiana
$348K +$60.6K +493 +21%
DC
209
Davenport & Co
Virginia
$348K +$99K +805 +40%
AWG
210
Altus Wealth Group
Colorado
$343K -$2.7K -22 -0.8%
T
211
TNF
Montana
$340K -$19.5K -157 -5%
KWA
212
KCS Wealth Advisory
California
$333K -$368K -2,997 -53%
CIA
213
Cape Investment Advisory
Georgia
$332K
USCWA
214
U.S. Capital Wealth Advisors
Texas
$329K +$1.48K +12 +0.5%
CAC
215
Certified Advisory Corp
Florida
$328K +$70.3K +572 +27%
LA
216
LexAurum Advisors
Kansas
$327K -$10.2K -83 -3%
ACP
217
Aveo Capital Partners
Colorado
$316K -$20.9K -170 -6%
FLPIM
218
F.L. Putnam Investment Management
Massachusetts
$314K +$69.6K +566 +28%
SWA
219
Stratos Wealth Advisors
Ohio
$314K +$69.5K +565 +28%
TP
220
Tranquility Partners
Tennessee
$314K
AWM
221
Apollon Wealth Management
South Carolina
$314K -$110K -892 -26%
DOA
222
D'Orazio & Associates
Virginia
$310K +$492 +4 +0.2%
GL
223
Graypoint LLC
New York
$309K +$309K +2,517 New
BPA
224
Beacon Pointe Advisors
California
$309K +$97.7K +795 +46%
WS
225
Wedbush Securities
California
$306K +$7.37K +60 +2%