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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
SWA
251
SOA Wealth Advisors
New York
$5K
SFCL
252
Strengthening Families & Communities LLC
Massachusetts
$4.18K +$4M +60,825 New
CIAS
253
Capital Investment Advisory Services
North Carolina
$4K
SCA
254
Stonebridge Capital Advisors
Minnesota
$4K +$66 +1 +2%
AIL
255
AGF Investments LLC
Ontario, Canada
$3K
LWA
256
Lowe Wealth Advisors
Maryland
$3K
BFG
257
Baron Financial Group
New Jersey
$1.1K
FRA
258
Front Row Advisors
California
$1K
LC
259
Lindbrook Capital
California
$1K
TFS
260
TrustCore Financial Services
Tennessee
$1K +$1.05K +16 New
WFS
261
Widmann Financial Services
Maryland
$1K +$1.12K +17 New
Citadel Advisors
262
Citadel Advisors
Florida
-$2.23M -34,893 Closed
FTUS
263
Flow Traders U.S.
New York
-$2.12M -33,214 Closed
Renaissance Technologies
264
Renaissance Technologies
New York
-$338K -5,300 Closed
CTA
265
Colonial Trust Advisors
South Carolina
-$209K -3,272 Closed
Barclays
266
Barclays
United Kingdom
-$91K -1,429 Closed
IF
267
Ironwood Financial
Arizona
-$78K -1,216 Closed
Qube Research & Technologies (QRT)
268
Qube Research & Technologies (QRT)
United Kingdom
-$76K -1,187 Closed
LWM
269
Liberty Wealth Management
California
-$48K -753 Closed
JCM
270
Jacobi Capital Management
Pennsylvania
-$46K -720 Closed
IWA
271
IBEX Wealth Advisors
New Jersey
-$26K -407 Closed
CFA
272
Cahill Financial Advisors
Minnesota
-$22K -342 Closed
CICI
273
Capital Investment Counsel Inc
North Carolina
-$19K -302 Closed
GGI
274
Godsey & Gibb Inc
Virginia
-$19K -300 Closed
RFA
275
Reilly Financial Advisors
California
-$16K -247 Closed