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Fidelity MSCI Health Care Index ETF

278 hedge funds and large institutions have $1.07B invested in Fidelity MSCI Health Care Index ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

53% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 72

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more funds holding

Funds holding: 263278 (+15)

0.99% more ownership

Funds ownership: 35.33%36.32% (+0.99%)

1% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$8.27M)

Holders
278
Holders Change
+15
Holders Change %
+5.7%
% of All Funds
4.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
40
Increased
110
Reduced
72
Closed
21
Calls
$230K
Puts
Net Calls
+$230K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
226
Benjamin F. Edwards & Company
Missouri
$32K -$1.21K -19 -4%
EWM
227
EPG Wealth Management
Georgia
$32K +$7.19K +113 +30%
GIA
228
GHP Investment Advisors
Colorado
$29K +$28.5K +448 New
MAM
229
Meeder Asset Management
Ohio
$28K
SSB
230
Sandy Spring Bank
Maryland
$27K
PMFA
231
Plante Moran Financial Advisors
Michigan
$25K
AA
232
Ancora Advisors
Ohio
$24K
ME
233
McIlrath & Eck
Washington
$23K
ACK
234
Andrew C. Karlinski
$23K +$22.7K +356 New
William Blair & Company
235
William Blair & Company
Illinois
$21K -$1.53K -24 -7%
LPWM
236
Lake Point Wealth Management
Texas
$20K -$17.5K -275 -48%
AF
237
Advisornet Financial
Minnesota
$20K
FHA
238
First Horizon Advisors
Tennessee
$20K
HNB
239
Huntington National Bank
Ohio
$20K
GGI
240
Godsey & Gibb Inc
Virginia
$20K +$19.1K +300 New
CICI
241
Capital Investment Counsel Inc
North Carolina
$20K +$19.2K +302 New
DWP
242
Destiny Wealth Partners
Florida
$19K -$5.03K -79 -22%
1IA
243
1834 Investment Advisors
Wisconsin
$19K +$18K +283 New
GWSG
244
GPS Wealth Strategies Group
Colorado
$18K
PFA
245
Professional Financial Advisors
Nebraska
$17K
EW
246
Element Wealth
Mississippi
$15K +$64 +1 +0.5%
BWM
247
BerganKDV Wealth Management
Minnesota
$13K +$4.14K +65 +46%
GI
248
Gradient Investments
Minnesota
$12K
KFS
249
Kelly Financial Services
Massachusetts
$11.8K +$64 +1 +0.6%
IFAM
250
Institutional & Family Asset Management
Colorado
$11K