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Fidelity MSCI Information Technology Index ETF

210 hedge funds and large institutions have $702M invested in Fidelity MSCI Information Technology Index ETF in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 38 closing their positions.

Holders
210
Holders Change
+4
Holders Change %
+1.94%
% of All Funds
4.64%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
47
Increased
72
Reduced
70
Closed
38
Calls
$1.25M
Puts
$1.17M
Net Calls
+$88K
Net Calls Change
+$88K
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$212M 3,384,026 +3,384,026 New
Lido Advisors
2
Lido Advisors
California
$45.3M 722,109 +49,196 +7%
FSC
3
Full Sail Capital
Oklahoma
$41.6M 559,051 +180,381 +48%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$29.4M 469,377 +19,249 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$28.7M 457,035 -114,062 -20%
Osaic Holdings
6
Osaic Holdings
Arizona
$21.6M 373,794 +373,794 New
Wells Fargo
7
Wells Fargo
California
$17.3M 275,224 +104,015 +61%
ASN
8
Advisory Services Network
Georgia
$15M 239,908 +136,581 +132%
KWMG
9
King Wealth Management Group
Florida
$9.89M 157,807 +1,554 +1%
ST
10
Spinnaker Trust
Maine
$9.33M 148,903 -1,639 -1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$9.22M 147,038 -29,612 -17%
RWP
12
RWA Wealth Partners
Massachusetts
$8.78M 139,981 +467 +0.3%
Morgan Stanley
13
Morgan Stanley
New York
$7.87M 125,470 -39,799 -24%
Ameriprise
14
Ameriprise
Minnesota
$7.41M 112,323 -3,856 -3%
SW
15
SVB Wealth
Massachusetts
$7.37M 117,501 -38,363 -25%
LPL Financial
16
LPL Financial
California
$7.34M 117,072 +48,224 +70%
FPGK
17
Financial Partners Group (Kansas)
Kansas
$7.31M 122,593 -14,320 -10%
Bank of America
18
Bank of America
North Carolina
$7.01M 111,794 +12,448 +13%
Stifel Financial
19
Stifel Financial
Missouri
$6.77M 107,952 +8,202 +8%
TCM
20
Traynor Capital Management
Pennsylvania
$6.25M 99,675 +31,151 +45%
Truist Financial
21
Truist Financial
North Carolina
$6.15M 98,029 -117,438 -55%
HF
22
Halpern Financial
Virginia
$5.55M 88,561 +88,396 +53,573%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$5.5M 87,663 -6,065 -6%
CA
24
Crumly & Associates
Illinois
$5.35M 85,355 +64,406 +307%
VC
25
Vicus Capital
Pennsylvania
$5.11M 81,491 -1,017 -1%