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Fidelity MSCI Information Technology Index ETF

373 hedge funds and large institutions have $1.71B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,030% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $92K

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

88% more funds holding in top 10

Funds holding in top 10: 815 (+7)

45% more capital invested

Capital invested by funds: $1.18B → $1.71B (+$529M)

11% more funds holding

Funds holding: 335373 (+38)

3.78% more ownership

Funds ownership: 21.04%24.82% (+3.8%)

4% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 115

Holders
373
Holders Change
+38
Holders Change %
+11.34%
% of All Funds
5.86%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.24%
New
73
Increased
120
Reduced
115
Closed
32
Calls
$1.96M
Puts
$92K
Net Calls
+$1.87M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$437M +$127M +1,070,448 +47%
Lido Advisors
2
Lido Advisors
California
$197M -$2.11M -17,762 -1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$107M +$3.73M +31,430 +4%
FSC
4
Full Sail Capital
Oklahoma
$83.3M -$8.09M -68,112 -10%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$58.2M +$15.6M +131,103 +42%
TIA
6
Traphagen Investment Advisors
New Jersey
$36.3M +$95.4M +803,672 +1,434%
PS
7
Portfolio Strategies
New York
$32.5M -$318K -2,681 -1%
LPL Financial
8
LPL Financial
California
$29M +$1.03M +8,674 +4%
Osaic Holdings
9
Osaic Holdings
Arizona
$28.9M +$5.81M +48,923 +28%
Morgan Stanley
10
Morgan Stanley
New York
$26.7M +$4.46M +37,539 +22%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$18.6M +$4.9M +41,243 +41%
VC
12
Vicus Capital
Pennsylvania
$17.8M +$14.5M +122,128 +843%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$16.8M +$1.14M +9,581 +8%
CW
14
Connectus Wealth
Ohio
$16.6M +$508K +4,281 +3%
Stifel Financial
15
Stifel Financial
Missouri
$15.2M -$189K -1,596 -1%
ASN
16
Advisory Services Network
Georgia
$14.8M -$390K -3,281 -3%
FPGK
17
Financial Partners Group (Kansas)
Kansas
$14.7M -$1.57M -13,228 -10%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$14.2M +$947K +7,979 +8%
UBS Group
19
UBS Group
Switzerland
$13.9M +$3.58M +30,166 +40%
JP Morgan Chase
20
JP Morgan Chase
New York
$13.8M +$5.01M +42,206 +67%
HF
21
Halpern Financial
Virginia
$12.9M +$57.6K +485 +0.5%
RWP
22
RWA Wealth Partners
Massachusetts
$12.7M +$3.66M +30,817 +46%
FIM
23
Freedom Investment Management
Connecticut
$12.6M +$9.66M +81,401 +534%
Bank of America
24
Bank of America
North Carolina
$10.1M -$98.2K -827 -1%
AWS
25
Atria Wealth Solutions
New York
$9.99M -$3M -25,274 -25%