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Fidelity MSCI Information Technology Index ETF

432 hedge funds and large institutions have $2.37B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 154 increasing their positions, 134 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $3.28M | Put options by funds: $1.05M

33% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 39

15% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 134

4% more capital invested

Capital invested by funds: $2.27B → $2.37B (+$99.6M)

0% more funds holding

Funds holding: 430432 (+2)

1.37% less ownership

Funds ownership: 23.61%22.24% (-1.4%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
432
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.24%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
52
Increased
154
Reduced
134
Closed
39
Calls
$3.28M
Puts
$1.05M
Net Calls
+$2.23M
Net Calls Change
-$325K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$394M -$147M -930,653 -29%
Lido Advisors
2
Lido Advisors
California
$318M +$9.19M +58,125 +3%
CM
3
Churchill Management
California
$218M +$1.62M +10,275 +0.8%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$145M +$3.19M +20,151 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$73.2M -$1.43M -9,046 -2%
FSC
6
Full Sail Capital
Oklahoma
$70.7M -$1.49M -9,411 -2%
Morgan Stanley
7
Morgan Stanley
New York
$48.8M +$5.97M +37,776 +15%
LPL Financial
8
LPL Financial
California
$47.8M +$635K +4,017 +1%
AM
9
AGF Management
Ontario, Canada
$45.2M +$6.47M +40,910 +18%
PS
10
Portfolio Strategies
New York
$41.5M -$968K -6,125 -2%
KAS
11
Kestra Advisory Services
Texas
$31.8M +$12M +75,700 +67%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$29.1M +$26.8M +169,412 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$27.6M -$3.96M -25,023 -13%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$27.3M -$174K -1,102 -0.7%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$26.4M +$2.66M +16,806 +12%
KIM
16
Kestra Investment Management
Texas
$23.3M +$21.5M +135,699 New
Bank of America
17
Bank of America
North Carolina
$23.3M +$8.45M +53,469 +65%
Osaic Holdings
18
Osaic Holdings
Arizona
$22.1M -$4.39M -27,775 -18%
ASN
19
Advisory Services Network
Georgia
$21.3M +$1.34M +8,477 +7%
JP Morgan Chase
20
JP Morgan Chase
New York
$20.9M -$623K -3,943 -3%
VC
21
Vicus Capital
Pennsylvania
$20.2M -$221K -1,399 -1%
Stifel Financial
22
Stifel Financial
Missouri
$18.5M -$1.46M -9,207 -8%
FPGK
23
Financial Partners Group (Kansas)
Kansas
$18.4M -$135K -852 -0.8%
Wells Fargo
24
Wells Fargo
California
$16.5M +$2.55M +16,139 +20%
MSWM
25
Mowery & Schoenfeld Wealth Management
Illinois
$14.8M +$4.83M +30,544 +55%