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Fidelity MSCI Information Technology Index ETF

609 hedge funds and large institutions have $4.23B invested in Fidelity MSCI Information Technology Index ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 215 increasing their positions, 183 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $11M | Put options by funds: $3.01M

182% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 33

17% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 183

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

8% more funds holding

Funds holding: 562609 (+47)

2% more capital invested

Capital invested by funds: $4.16B → $4.23B (+$72.5M)

0.29% less ownership

Funds ownership: 25.72%25.43% (-0.29%)

Holders
609
Holders Change
+47
Holders Change %
+8.36%
% of All Funds
7.41%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.3%
New
93
Increased
215
Reduced
183
Closed
33
Calls
$11M
Puts
$3.01M
Net Calls
+$7.97M
Net Calls Change
+$889K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$467M +$1.04M +4,587 +0.2%
Bank of America
2
Bank of America
North Carolina
$466M -$23M -101,684 -5%
Charles Schwab
3
Charles Schwab
California
$311M -$12.7M -55,906 -4%
RBA
4
Richard Bernstein Advisors
New York
$300M -$6.4M -28,233 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$161M +$8.51M +37,577 +6%
LPL Financial
6
LPL Financial
California
$156M +$19.4M +85,840 +14%
AM
7
AGF Management
Ontario, Canada
$147M -$8.31M -36,684 -5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$145M -$16.2M -71,459 -10%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$90.5M -$17.3M -76,555 -16%
Morgan Stanley
10
Morgan Stanley
New York
$82.1M +$5.17M +22,833 +7%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$70.4M +$1.74M +7,672 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$67.4M +$1.02M +4,486 +2%
KIM
13
Kestra Investment Management
Texas
$62.7M +$3.54M +15,626 +6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$58.4M +$10.5M +46,304 +22%
PS
15
Portfolio Strategies
New York
$52.9M -$741K -3,269 -1%
Two Sigma Investments
16
Two Sigma Investments
New York
$48.3M +$48.7M +215,088 New
Fidelity Investments
17
Fidelity Investments
Massachusetts
$42.1M +$1.63M +7,216 +4%
KAS
18
Kestra Advisory Services
Texas
$38.9M -$29M -128,196 -43%
PS
19
Principal Securities
Iowa
$33.5M +$14.1M +62,396 +72%
JP Morgan Chase
20
JP Morgan Chase
New York
$32M -$166K -732 -0.5%
Kovitz Investment Group Partners
21
Kovitz Investment Group Partners
Illinois
$27M -$4.96M -21,890 -15%
Stifel Financial
22
Stifel Financial
Missouri
$26.9M +$680K +3,001 +3%
VC
23
Vicus Capital
Pennsylvania
$25.3M +$24.6M +108,577 +2,666%
UBS Group
24
UBS Group
Switzerland
$25.2M +$684K +3,020 +3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$24.7M +$895K +3,949 +4%