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Fidelity MSCI Health Care Index ETF

242 hedge funds and large institutions have $1.05B invested in Fidelity MSCI Health Care Index ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

65% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 57

5% more capital invested

Capital invested by funds: $994M → $1.05B (+$54.1M)

3% more funds holding

Funds holding: 236242 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.3% less ownership

Funds ownership: 36.82%36.52% (-0.3%)

Holders
242
Holders Change
+6
Holders Change %
+2.54%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
26
Increased
94
Reduced
57
Closed
15
Calls
$242K
Puts
Net Calls
+$242K
Net Calls Change
-$147K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
226
RPG Investment Advisory
California
$5K
SWA
227
SOA Wealth Advisors
New York
$5K
CIAS
228
Capital Investment Advisory Services
North Carolina
$4K
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$4K
HNB
230
Huntington National Bank
Ohio
$4K
S
231
SignatureFD
Georgia
$4K
CAAS
232
Capital Asset Advisory Services
Michigan
$3K -$32.4K -490 -92%
SCA
233
Stonebridge Capital Advisors
Minnesota
$3K -$3.37K -51 -50%
AIL
234
AGF Investments LLC
Ontario, Canada
$3K
EVM
235
Eaton Vance Management
Massachusetts
$3K
LWA
236
Lowe Wealth Advisors
Maryland
$3K
BFG
237
Baron Financial Group
New Jersey
$1.02K
FRA
238
Front Row Advisors
California
$1K
LC
239
Lindbrook Capital
California
$1K
JWCA
240
J.W. Cole Advisors
Florida
-$1.52M -23,849 Closed
KOMWMG
241
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$821K -12,874 Closed
SFA
242
Sequoia Financial Advisors
Ohio
-$331K -5,199 Closed
LWAC
243
Laurel Wealth Advisors (California)
California
-$327K -5,127 Closed
ECM
244
ExodusPoint Capital Management
New York
-$228K -3,581 Closed
CCM
245
Coldstream Capital Management
Washington
-$201K -3,157 Closed
EFSCE
246
Enterprise Financial Services Corp (EFSC)
Missouri
-$133K -2,080 Closed
TCM
247
Tradewinds Capital Management
Washington
-$21K -336 Closed
PA
248
Parallel Advisors
California
-$19K -300 Closed
CFD
249
Creative Financial Designs
Indiana
-$10K -150 Closed
Citigroup
250
Citigroup
New York
-$9K -135 Closed