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Fidelity MSCI Health Care Index ETF

236 hedge funds and large institutions have $994M invested in Fidelity MSCI Health Care Index ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 60

4% more capital invested

Capital invested by funds: $953M → $994M (+$40.4M)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

0% less funds holding

Funds holding: 237236 (-1)

0.84% less ownership

Funds ownership: 37.66%36.82% (-0.84%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
236
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
4.11%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
26
Increased
95
Reduced
60
Closed
26
Calls
$389K
Puts
Net Calls
+$389K
Net Calls Change
+$389K
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
226
Lowe Wealth Advisors
Maryland
$3K
HNB
227
Huntington National Bank
Ohio
$2K
RDWM
228
Red Door Wealth Management
Tennessee
$2K +$2.59K +42 New
BFG
229
Baron Financial Group
New Jersey
$1.02K
FI
230
FormulaFolio Investments
Michigan
$1K
FRA
231
Front Row Advisors
California
$1K
LC
232
Lindbrook Capital
California
$1K
AWM
233
Avior Wealth Management
Nebraska
$1K +$1.6K +26 New
LI
234
LVZ Inc
Michigan
-$9.29M -157,511 Closed
LWA
235
LWS Wealth Advisors
New Jersey
-$7.85M -133,115 Closed
Goldman Sachs
236
Goldman Sachs
New York
-$2.75M -46,585 Closed
HAS
237
HBW Advisory Services
California
-$2.5M -42,434 Closed
SFS
238
Sowell Financial Services
Arkansas
-$1.96M -31,855 Closed
FHA
239
Flagship Harbor Advisors
Massachusetts
-$1.29M -21,849 Closed
KFGK
240
Keystone Financial Group (Kentucky)
Kentucky
-$288K -4,881 Closed
IAIM
241
International Assets Investment Management
Florida
-$191K -3,313 Closed
FP
242
Fiduciary Planning
Florida
-$179K -3,033 Closed
VFA
243
Valeo Financial Advisors
Indiana
-$164K -2,781 Closed
TRCT
244
Tower Research Capital (TRC)
New York
-$123K -1,995 -100%
VBCG
245
Valley Brook Capital Group
Pennsylvania
-$110K -1,875 Closed
ADIM
246
Alpha DNA Investment Management
Maryland
-$54K -927 Closed
HDIM
247
Hanson & Doremus Investment Management
Vermont
-$46K -785 Closed
APWA
248
Atlas Private Wealth Advisors
New Jersey
-$35K -598 Closed
CWA
249
Carolina Wealth Advisors
South Carolina
-$22K -375 Closed
DWP
250
Destiny Wealth Partners
Florida
-$21K -361 Closed