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Fidelity MSCI Information Technology Index ETF

508 hedge funds and large institutions have $3.69B invested in Fidelity MSCI Information Technology Index ETF in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 172 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 26

162% more call options, than puts

Call options by funds: $4.31M | Put options by funds: $1.65M

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

28% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 134

14% more funds holding

Funds holding: 446508 (+62)

10% more capital invested

Capital invested by funds: $3.35B → $3.69B (+$338M)

1.2% less ownership

Funds ownership: 29%27.79% (-1.2%)

Holders
508
Holders Change
+62
Holders Change %
+13.9%
% of All Funds
6.69%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
99
Increased
172
Reduced
134
Closed
26
Calls
$4.31M
Puts
$1.65M
Net Calls
+$2.66M
Net Calls Change
-$339K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$475M -$10.1M -55,286 -2%
Charles Schwab
2
Charles Schwab
California
$405M -$13.9M -76,286 -3%
Lido Advisors
3
Lido Advisors
California
$361M +$6.84M +37,440 +2%
RBA
4
Richard Bernstein Advisors
New York
$289M -$5.89M -32,225 -2%
CM
5
Churchill Management
California
$239M +$1.46M +7,974 +0.6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$144M +$94.5K +517 +0.1%
AM
7
AGF Management
Ontario, Canada
$109M +$3.02M +16,514 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$105M -$21.8M -119,421 -17%
FSC
9
Full Sail Capital
Oklahoma
$72.6M -$2.2M -12,017 -3%
LPL Financial
10
LPL Financial
California
$71.8M +$22.9M +125,340 +48%
Morgan Stanley
11
Morgan Stanley
New York
$60.7M +$4.32M +23,633 +8%
SW
12
SteelPeak Wealth
California
$53.1M +$52.5M +287,134 New
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$46.6M +$6.06M +33,139 +15%
PS
14
Portfolio Strategies
New York
$44M -$76.2K -417 -0.2%
Ameriprise
15
Ameriprise
Minnesota
$40.1M +$28.1M +153,479 +243%
KIM
16
Kestra Investment Management
Texas
$35.5M +$4.29M +23,449 +14%
Two Sigma Investments
17
Two Sigma Investments
New York
$34.9M -$6.2M -33,912 -15%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$34.9M +$3.94M +21,564 +13%
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$33.2M +$5.92M +32,417 +22%
KAS
20
Kestra Advisory Services
Texas
$30.5M +$3.35M +18,313 +13%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$30.2M +$694K +3,798 +2%
CWM
22
Congress Wealth Management
Massachusetts
$27.3M +$3.1M +16,946 +13%
Osaic Holdings
23
Osaic Holdings
Arizona
$24.9M +$585K +3,200 +2%
Stifel Financial
24
Stifel Financial
Missouri
$22.2M -$41.9K -229 -0.2%
VC
25
Vicus Capital
Pennsylvania
$21.1M +$669K +3,661 +3%