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Fidelity MSCI Information Technology Index ETF

508 hedge funds and large institutions have $3.69B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 172 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 26

162% more call options, than puts

Call options by funds: $4.31M | Put options by funds: $1.65M

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

28% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 134

14% more funds holding

Funds holding: 446508 (+62)

10% more capital invested

Capital invested by funds: $3.35B → $3.69B (+$338M)

1.2% less ownership

Funds ownership: 29%27.79% (-1.2%)

Holders
508
Holders Change
+62
Holders Change %
+13.9%
% of All Funds
6.69%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
99
Increased
172
Reduced
134
Closed
26
Calls
$4.31M
Puts
$1.65M
Net Calls
+$2.66M
Net Calls Change
-$339K
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
201
Csenge Advisory Group
Florida
$898K +$599K +3,275 +207%
FFS
202
Founders Financial Securities
Maryland
$896K +$886K +4,845 New
DWP
203
Daymark Wealth Partners
Ohio
$890K -$1.83K -10 -0.2%
PP
204
Patron Partners
Texas
$884K -$4.39K -24 -0.5%
EWA
205
EP Wealth Advisors
California
$882K +$10.4K +57 +1%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$882K +$456K +2,493 +109%
AFG
207
Atomi Financial Group
New York
$878K -$2.56K -14 -0.3%
WN
208
Williams & Novak
California
$872K
AFAS
209
Acorn Financial Advisory Services
Virginia
$867K +$99.8K +546 +13%
FFL
210
Financial Freedom LLC
Ohio
$844K +$37.3K +204 +5%
PW
211
PUREfi Wealth
Massachusetts
$835K +$825K +4,515 New
SOS
212
Silver Oak Securities
Tennessee
$815K +$39.5K +216 +5%
SFA
213
Sequoia Financial Advisors
Ohio
$807K +$183K +1,000 +30%
IWM
214
IHT Wealth Management
Illinois
$806K +$797K +4,360 New
T. Rowe Price Associates
215
T. Rowe Price Associates
Maryland
$796K
AIP
216
Almanack Investment Partners
Pennsylvania
$793K -$9.14K -50 -1%
SFPG
217
Stonebridge Financial Planning Group
Florida
$792K -$70.2K -384 -8%
Franklin Resources
218
Franklin Resources
California
$779K
AWE
219
Avidian Wealth Enterprises
Texas
$774K
MCC
220
Money Concepts Capital
Florida
$768K
MC
221
Moors & Cabot
Massachusetts
$760K +$217K +1,185 +41%
WS
222
Wedbush Securities
California
$751K +$173K +944 +30%
TW
223
TrinityPoint Wealth
Connecticut
$750K -$103K -564 -12%
OFG
224
OmniStar Financial Group
North Carolina
$744K +$129K +708 +21%
HR
225
Hardy Reed
Mississippi
$741K