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Fidelity MSCI Information Technology Index ETF

139 hedge funds and large institutions have $433M invested in Fidelity MSCI Information Technology Index ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.48% less ownership

Funds ownership: 24.84%24.36% (-0.48%)

6% less funds holding

Funds holding: 148139 (-9)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

20% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 49

31% less capital invested

Capital invested by funds: $626M → $433M (-$193M)

Holders
139
Holders Change
-9
Holders Change %
-6.08%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
33
Increased
39
Reduced
49
Closed
38
Calls
$620K
Puts
Net Calls
+$620K
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$178M +$31M +577,134 +19%
Lido Advisors
2
Lido Advisors
California
$24.9M +$2.5M +46,663 +10%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$20.1M -$4.47M -83,202 -17%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$19.8M +$20.5M +382,841 +2,044%
FI
5
FormulaFolio Investments
Michigan
$12.4M
Morgan Stanley
6
Morgan Stanley
New York
$9.85M -$1.31M -24,393 -11%
Wells Fargo
7
Wells Fargo
California
$8.3M +$1.53M +28,469 +20%
ST
8
Spinnaker Trust
Maine
$8.02M -$2.35M -43,793 -21%
FSC
9
Full Sail Capital
Oklahoma
$7.12M +$7.76M +144,525 New
Bank of America
10
Bank of America
North Carolina
$6.65M +$3.04M +56,631 +72%
SHIM
11
Stone House Investment Management
Pennsylvania
$6.44M -$18.5K -345 -0.3%
PA
12
Parallel Advisors
California
$6.19M -$33.2K -618 -0.5%
Ameriprise
13
Ameriprise
Minnesota
$6.14M +$553K +10,305 +9%
Stifel Financial
14
Stifel Financial
Missouri
$5.75M +$6.03M +112,331 +2,562%
KWMG
15
King Wealth Management Group
Florida
$5.07M +$761K +14,180 +16%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.91M -$17.8M -330,994 -77%
SPC
17
Sigma Planning Corp
Michigan
$4.31M -$4.23M -78,871 -47%
CRC
18
Curi RMB Capital
Illinois
$4.23M -$896K -16,697 -16%
FPGK
19
Financial Partners Group (Kansas)
Kansas
$4.06M +$4.17M +77,744 +1,654%
ECM
20
Exchange Capital Management
Michigan
$3.98M +$1.31M +24,464 +43%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$3.9M -$7.8M -145,292 -65%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.89M -$29.8M -554,827 -88%
SB
23
Suntrust Banks
Georgia
$3.63M -$473K -8,821 -11%
SXL
24
Summit X LLC
Missouri
$3.44M +$827K +15,402 +28%
TCM
25
Traynor Capital Management
Pennsylvania
$3.42M -$28.4K -529 -0.8%