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Fidelity MSCI Information Technology Index ETF

206 hedge funds and large institutions have $844M invested in Fidelity MSCI Information Technology Index ETF in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 75 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 14

92% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 39

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

28% more capital invested

Capital invested by funds: $661M → $844M (+$183M)

26% more funds holding

Funds holding: 164206 (+42)

0.91% more ownership

Funds ownership: 25.77%26.68% (+0.91%)

Holders
206
Holders Change
+42
Holders Change %
+25.61%
% of All Funds
4.06%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.16%
New
59
Increased
75
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$267M +$19.9M +294,168 +9%
Lido Advisors
2
Lido Advisors
California
$48.8M -$607K -8,958 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$41.4M +$4.17M +61,496 +12%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$32.6M +$565K +8,343 +2%
FI
5
FormulaFolio Investments
Michigan
$30.7M +$3.19M +47,108 +13%
FSC
6
Full Sail Capital
Oklahoma
$30.3M +$623K +9,201 +2%
BFA
7
Beaumont Financial Advisors
Massachusetts
$19.1M -$4.82M -71,184 -21%
Truist Financial
8
Truist Financial
North Carolina
$15.6M +$14.6M +215,467 New
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$12.9M +$2.41M +35,598 +25%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$12.8M +$2.29M +33,870 +24%
Wells Fargo
11
Wells Fargo
California
$12.4M +$797K +11,756 +7%
Morgan Stanley
12
Morgan Stanley
New York
$12M +$138K +2,042 +1%
KWMG
13
King Wealth Management Group
Florida
$11.3M +$448K +6,619 +4%
SW
14
SVB Wealth
Massachusetts
$11.3M -$347K -5,127 -3%
ST
15
Spinnaker Trust
Maine
$10.9M -$459K -6,771 -4%
PA
16
Parallel Advisors
California
$10.5M -$238K -3,520 -2%
FPGK
17
Financial Partners Group (Kansas)
Kansas
$10.5M +$352K +5,193 +4%
RWP
18
RWA Wealth Partners
Massachusetts
$10.1M +$153K +2,261 +2%
TIA
19
Traphagen Investment Advisors
New Jersey
$9.1M -$106K -1,570 -1%
Ameriprise
20
Ameriprise
Minnesota
$8.47M +$664K +9,794 +9%
ASN
21
Advisory Services Network
Georgia
$7.49M +$1.94M +28,613 +38%
Stifel Financial
22
Stifel Financial
Missouri
$7.23M -$234K -3,448 -3%
Bank of America
23
Bank of America
North Carolina
$7.2M -$477K -7,044 -7%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$6.79M +$534K +7,881 +9%
LWA
25
Lineweaver Wealth Advisors
Ohio
$5.99M +$5.6M +82,664 New