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Fidelity MSCI Information Technology Index ETF

260 hedge funds and large institutions have $1.1B invested in Fidelity MSCI Information Technology Index ETF in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 95 increasing their positions, 83 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

14% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 83

14% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $942K

9% more capital invested

Capital invested by funds: $1.02B → $1.1B (+$87.7M)

8% more funds holding

Funds holding: 240260 (+20)

0.73% less ownership

Funds ownership: 24.92%24.19% (-0.73%)

Holders
260
Holders Change
+20
Holders Change %
+8.33%
% of All Funds
5.25%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.28%
New
44
Increased
95
Reduced
83
Closed
21
Calls
$1.08M
Puts
$942K
Net Calls
+$136K
Net Calls Change
-$675K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$213M -$68M -763,731 -25%
Lido Advisors
2
Lido Advisors
California
$75.4M +$5.08M +57,027 +7%
FSC
3
Full Sail Capital
Oklahoma
$61.1M +$2.89M +32,468 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$60.1M +$3.8M +42,747 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$53.9M -$2.49M -27,951 -5%
FI
6
FormulaFolio Investments
Michigan
$41M +$7.11M +79,919 +22%
ASN
7
Advisory Services Network
Georgia
$27.5M +$6.1M +68,562 +30%
Osaic Holdings
8
Osaic Holdings
Arizona
$25.5M +$1.76M +19,825 +8%
KAS
9
Kestra Advisory Services
Texas
$20M +$19.4M +217,450 New
Wells Fargo
10
Wells Fargo
California
$18.4M -$3.35M -37,628 -16%
HF
11
Halpern Financial
Virginia
$16.4M +$232K +2,605 +1%
FIM
12
Freedom Investment Management
Connecticut
$16.3M +$12.7M +142,833 +415%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$14.8M +$728K +8,176 +5%
KWMG
14
King Wealth Management Group
Florida
$14.4M -$147K -1,648 -1%
Morgan Stanley
15
Morgan Stanley
New York
$12.9M -$47.9K -538 -0.4%
RWP
16
RWA Wealth Partners
Massachusetts
$12.7M -$146K -1,643 -1%
FPGK
17
Financial Partners Group (Kansas)
Kansas
$11.6M +$237K +2,668 +2%
LPL Financial
18
LPL Financial
California
$11.6M -$276K -3,104 -2%
BFA
19
Beaumont Financial Advisors
Massachusetts
$10.8M -$4.07M -45,751 -28%
Truist Financial
20
Truist Financial
North Carolina
$10.3M +$1.74M +19,583 +21%
CA
21
Crumly & Associates
Illinois
$9.93M -$3.04M -34,156 -24%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$9.79M +$1.56M +17,478 +20%
FEM
23
Fulcrum Equity Management
Texas
$9.68M +$9.36M +105,132 New
Bank of America
24
Bank of America
North Carolina
$9.19M -$15.8K -178 -0.2%
TCM
25
Traynor Capital Management
Pennsylvania
$8.94M -$903K -10,151 -9%