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Fidelity MSCI Information Technology Index ETF

159 hedge funds and large institutions have $561M invested in Fidelity MSCI Information Technology Index ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

30% more capital invested

Capital invested by funds: $433M → $561M (+$128M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more funds holding

Funds holding: 139159 (+20)

10% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 49

0.68% more ownership

Funds ownership: 24.36%25.04% (+0.68%)

Holders
159
Holders Change
+20
Holders Change %
+14.39%
% of All Funds
3.44%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
35
Increased
54
Reduced
49
Closed
14
Calls
$759K
Puts
Net Calls
+$759K
Net Calls Change
+$139K
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$206M -$7.67M -139,684 -4%
Lido Advisors
2
Lido Advisors
California
$34.6M +$4.34M +79,043 +16%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$31.2M +$24.6M +447,841 +567%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$23.1M -$980K -17,850 -4%
BFA
5
Beaumont Financial Advisors
Massachusetts
$21.2M +$18.7M +340,094 +2,004%
FSC
6
Full Sail Capital
Oklahoma
$16M +$6.84M +124,551 +86%
Wells Fargo
7
Wells Fargo
California
$10.4M +$359K +6,537 +4%
Morgan Stanley
8
Morgan Stanley
New York
$10.2M -$1.58M -28,741 -14%
ST
9
Spinnaker Trust
Maine
$9.36M -$278K -5,068 -3%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$8.29M +$3.32M +60,413 +76%
TIA
11
Traphagen Investment Advisors
New Jersey
$7.73M +$7.16M +130,451 New
PA
12
Parallel Advisors
California
$7.63M +$169K +3,072 +2%
SHIM
13
Stone House Investment Management
Pennsylvania
$7.61M -$135K -2,453 -2%
KWMG
14
King Wealth Management Group
Florida
$7.59M +$1.38M +25,098 +24%
Jane Street
15
Jane Street
New York
$7.18M +$4.12M +75,091 +163%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$6.42M +$475K +8,654 +9%
Stifel Financial
17
Stifel Financial
Missouri
$6.4M -$440K -8,012 -7%
Ameriprise
18
Ameriprise
Minnesota
$5.86M -$1.3M -23,579 -19%
ECM
19
Exchange Capital Management
Michigan
$5.54M +$698K +12,701 +16%
RWP
20
RWA Wealth Partners
Massachusetts
$5.29M +$2.96M +53,938 +152%
FPGK
21
Financial Partners Group (Kansas)
Kansas
$5.09M +$187K +3,399 +4%
MML Investors Services
22
MML Investors Services
Massachusetts
$4.76M +$2.08M +37,917 +90%
CRC
23
Curi RMB Capital
Illinois
$4.64M -$414K -7,538 -9%
SB
24
Suntrust Banks
Georgia
$4.48M +$96.6K +1,758 +2%
SXL
25
Summit X LLC
Missouri
$4.48M +$298K +5,420 +8%