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Fidelity MSCI Information Technology Index ETF

304 hedge funds and large institutions have $1.37B invested in Fidelity MSCI Information Technology Index ETF in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 105 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $925K | Put options by funds: $534K

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

2% more funds holding

Funds holding: 298304 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0% less capital invested

Capital invested by funds: $1.38B → $1.37B (-$2.94M)

0.87% less ownership

Funds ownership: 23.16%22.29% (-0.87%)

2% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 105

Holders
304
Holders Change
+6
Holders Change %
+2.01%
% of All Funds
5.32%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
32
Increased
103
Reduced
105
Closed
21
Calls
$925K
Puts
$534K
Net Calls
+$391K
Net Calls Change
-$116K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$304M +$5.48M +44,757 +2%
Lido Advisors
2
Lido Advisors
California
$139M +$3.2M +26,156 +2%
FSC
3
Full Sail Capital
Oklahoma
$83.3M +$4.26M +34,817 +5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$76.5M +$5.19M +42,379 +7%
BCM
5
Brookstone Capital Management
Illinois
$44.2M -$4.68M -38,194 -9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$41.5M -$19.1M -155,716 -31%
ASN
7
Advisory Services Network
Georgia
$36M +$3.22M +26,289 +9%
LPL Financial
8
LPL Financial
California
$23.5M +$9.23M +75,415 +61%
Wells Fargo
9
Wells Fargo
California
$22.2M +$3.76M +30,703 +20%
Osaic Holdings
10
Osaic Holdings
Arizona
$21.7M +$560K +4,574 +3%
KAS
11
Kestra Advisory Services
Texas
$21.7M +$8.49M +69,343 +61%
Morgan Stanley
12
Morgan Stanley
New York
$20.5M +$805K +6,571 +4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$19M +$378K +3,088 +2%
NAM
14
NorthCoast Asset Management
Connecticut
$16.1M +$2.14M +17,511 +15%
KWMG
15
King Wealth Management Group
Florida
$15.5M +$16.5K +135 +0.1%
FPGK
16
Financial Partners Group (Kansas)
Kansas
$14.6M +$275K +2,248 +2%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$13.9M +$698K +5,697 +5%
5L
18
55I LLC
Massachusetts
$13.1M -$7.07M -57,711 -34%
RWP
19
RWA Wealth Partners
Massachusetts
$11.9M -$27.7K -226 -0.2%
Stifel Financial
20
Stifel Financial
Missouri
$11.7M -$50.6K -413 -0.4%
HF
21
Halpern Financial
Virginia
$11.3M -$9.58M -78,211 -45%
Bank of America
22
Bank of America
North Carolina
$11.2M -$436K -3,559 -4%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$10.7M +$345K +2,820 +3%
FIM
24
Freedom Investment Management
Connecticut
$10.2M -$7.27M -59,396 -41%
ACA
25
Atlas Capital Advisors
Wyoming
$10.1M +$4.67M +38,136 +81%