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Fidelity MSCI Information Technology Index ETF

162 hedge funds and large institutions have $626M invested in Fidelity MSCI Information Technology Index ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 44

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

12% more capital invested

Capital invested by funds: $561M → $626M (+$65.3M)

2% more funds holding

Funds holding: 159162 (+3)

0.73% more ownership

Funds ownership: 25.04%25.77% (+0.73%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
162
Holders Change
+3
Holders Change %
+1.89%
% of All Funds
3.52%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
21
Increased
68
Reduced
44
Closed
16
Calls
$355K
Puts
Net Calls
+$355K
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$204M -$12.1M -197,938 -6%
Lido Advisors
2
Lido Advisors
California
$36.4M -$34.5K -566 -0.1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.7M +$1.89M +31,017 +6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$29.1M +$4.76M +78,097 +20%
BFA
5
Beaumont Financial Advisors
Massachusetts
$22.2M +$6.59K +108 +0%
FSC
6
Full Sail Capital
Oklahoma
$21.3M +$4.41M +72,279 +27%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$15.2M +$8.29M +135,899 +125%
FI
8
FormulaFolio Investments
Michigan
$14.8M +$14.5M +237,416 New
Morgan Stanley
9
Morgan Stanley
New York
$11.8M +$1.15M +18,855 +11%
SW
10
SVB Wealth
Massachusetts
$10.7M +$10.5M +171,424 New
Wells Fargo
11
Wells Fargo
California
$10.7M -$247K -4,052 -2%
ST
12
Spinnaker Trust
Maine
$9.81M -$24.5K -402 -0.3%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$9.74M +$1M +16,432 +12%
KWMG
14
King Wealth Management Group
Florida
$8.99M +$992K +16,262 +13%
PA
15
Parallel Advisors
California
$8.95M +$914K +14,987 +12%
RWP
16
RWA Wealth Partners
Massachusetts
$8.5M +$2.88M +47,204 +53%
TIA
17
Traphagen Investment Advisors
New Jersey
$8.23M +$100K +1,642 +1%
FPGK
18
Financial Partners Group (Kansas)
Kansas
$7.46M +$2.07M +33,984 +40%
Stifel Financial
19
Stifel Financial
Missouri
$6.63M -$142K -2,321 -2%
Ameriprise
20
Ameriprise
Minnesota
$6.25M -$41.8K -686 -0.7%
ECM
21
Exchange Capital Management
Michigan
$6M +$172K +2,822 +3%
MML Investors Services
22
MML Investors Services
Massachusetts
$5.05M +$47.9K +786 +1%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$4.96M +$2.16M +35,374 +80%
SPC
24
Sigma Planning Corp
Michigan
$4.95M +$1.31M +21,436 +37%
ASN
25
Advisory Services Network
Georgia
$4.65M +$1.02M +16,648 +29%