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Fidelity MSCI Health Care Index ETF

263 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Health Care Index ETF in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 87 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 24

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

36% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 64

9% more funds holding

Funds holding: 242263 (+21)

1% more capital invested

Capital invested by funds: $1.05B → $1.06B (+$10.4M)

1.18% less ownership

Funds ownership: 36.52%35.33% (-1.2%)

Holders
263
Holders Change
+21
Holders Change %
+8.68%
% of All Funds
4.05%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
52
Increased
87
Reduced
64
Closed
24
Calls
$282K
Puts
Net Calls
+$282K
Net Calls Change
+$40K
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
226
Albion Financial Group
Utah
$22K +$21.3K +324 New
FHA
227
First Horizon Advisors
Tennessee
$21K -$17.2K -261 -47%
HNB
228
Huntington National Bank
Ohio
$21K
AF
229
Advisornet Financial
Minnesota
$21K +$19.7K +300 New
GWSG
230
GPS Wealth Strategies Group
Colorado
$18K
PFA
231
Professional Financial Advisors
Nebraska
$18K
AIM
232
AHL Investment Management
Florida
$17K +$16.4K +250 New
EW
233
Element Wealth
Mississippi
$15K
KFS
234
Kelly Financial Services
Massachusetts
$12.3K +$66 +1 +0.6%
GI
235
Gradient Investments
Minnesota
$12K
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$12K
IFAM
237
Institutional & Family Asset Management
Colorado
$12K +$5.92K +90 +106%
IAG
238
Investmark Advisory Group
Connecticut
$12K +$11.9K +181 New
VNA
239
Valley National Advisers
Pennsylvania
$11K
PP
240
PFS Partners
New Jersey
$10.4K +$9.93K +151 New
BWM
241
BerganKDV Wealth Management
Minnesota
$10K
MA
242
MUFG Americas
New York
$10K
AIP
243
Ameritas Investment Partners
Nebraska
$9K +$8.81K +134 New
BWA
244
BDO Wealth Advisors
Florida
$8K
BFC
245
Bedel Financial Consulting
Indiana
$7K
HI
246
Hoey Investments
Pennsylvania
$7K +$1.12K +17 +19%
CCA
247
Column Capital Advisors
Indiana
$7K +$6.44K +98 New
TSWM
248
Tyler-Stone Wealth Management
Ohio
$6K +$5.85K +89 New
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$5K
S
250
SignatureFD
Georgia
$5K