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Fidelity MSCI Information Technology Index ETF

148 hedge funds and large institutions have $626M invested in Fidelity MSCI Information Technology Index ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $797K | Put options by funds: $247K

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

43% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 37

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 134148 (+14)

9% more capital invested

Capital invested by funds: $575M → $626M (+$51.3M)

2.66% less ownership

Funds ownership: 27.5%24.84% (-2.7%)

Holders
148
Holders Change
+14
Holders Change %
+10.45%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
35
Increased
53
Reduced
37
Closed
21
Calls
$797K
Puts
$247K
Net Calls
+$550K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$183M -$5.62M -95,903 -3%
Ameriprise
2
Ameriprise
Minnesota
$48.1M +$462K +7,890 +7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$38.2M -$19.3M -329,938 -34%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$29.6M +$162K +2,769 +0.6%
Lido Advisors
5
Lido Advisors
California
$27.6M +$7.02M +119,798 +35%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$25.9M +$8.07M +137,821 +47%
BFA
7
Beaumont Financial Advisors
Massachusetts
$25.8M -$14.6M -248,568 -37%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$13.5M +$90.5K +1,545 +0.7%
Morgan Stanley
9
Morgan Stanley
New York
$13.5M -$1.13M -19,294 -8%
ST
10
Spinnaker Trust
Maine
$12.5M +$600K +10,251 +5%
FI
11
FormulaFolio Investments
Michigan
$12.4M +$2.14M +36,553 +22%
SPC
12
Sigma Planning Corp
Michigan
$10M +$252K +4,311 +3%
ASN
13
Advisory Services Network
Georgia
$9.34M -$56.3K -962 -0.6%
Wells Fargo
14
Wells Fargo
California
$8.44M -$41.1K -701 -0.5%
SHIM
15
Stone House Investment Management
Pennsylvania
$7.9M +$3.91M +66,839 +104%
PA
16
Parallel Advisors
California
$7.61M -$34.6K -591 -0.5%
RW
17
Rand Wealth
Maryland
$6.76M -$36.7K -626 -0.6%
CRC
18
Curi RMB Capital
Illinois
$6.18M -$261K -4,454 -4%
VC
19
Vicus Capital
Pennsylvania
$5.37M -$7.79K -133 -0.1%
KWMG
20
King Wealth Management Group
Florida
$5.35M +$527K +8,993 +11%
Jane Street
21
Jane Street
New York
$5.21M +$5.06M +86,419 New
NAM
22
NorthCoast Asset Management
Connecticut
$5.2M +$5.06M +86,332 New
SB
23
Suntrust Banks
Georgia
$4.98M -$219K -3,732 -4%
Bank of America
24
Bank of America
North Carolina
$4.73M +$1.35M +22,968 +41%
LNC
25
Lincoln National Corp
Pennsylvania
$4.67M +$3.67M +62,598 +419%