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Fidelity MSCI Health Care Index ETF

220 hedge funds and large institutions have $944M invested in Fidelity MSCI Health Care Index ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 83 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 18

66% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 50

31% more capital invested

Capital invested by funds: $720M → $944M (+$223M)

15% more funds holding

Funds holding: 192220 (+28)

3.25% more ownership

Funds ownership: 35.23%38.48% (+3.2%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
220
Holders Change
+28
Holders Change %
+14.58%
% of All Funds
3.89%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
49
Increased
83
Reduced
50
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPGK
26
Financial Partners Group (Kansas)
Kansas
$7.79M -$208K -3,767 -3%
LWA
27
LWS Wealth Advisors
New Jersey
$7.63M +$93.6K +1,697 +1%
HAS
28
HBW Advisory Services
California
$6.88M +$5.97M +108,182 +988%
Stifel Financial
29
Stifel Financial
Missouri
$6.45M +$22.5K +408 +0.4%
CPSAC
30
Chas P. Smith & Associates (CPS)
Florida
$6.34M -$1.52M -27,557 -20%
NAM
31
NorthCoast Asset Management
Connecticut
$6.2M +$841K +15,248 +17%
KPWG
32
KFA Private Wealth Group
Virginia
$6M +$530K +9,611 +10%
HighTower Advisors
33
HighTower Advisors
Illinois
$5.86M +$4.89M +88,556 +693%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$5.67M +$280K +5,067 +5%
PCS
35
Personal CFO Solutions
New Jersey
$5.28M +$225K +4,076 +5%
TCM
36
Traynor Capital Management
Pennsylvania
$5.16M -$875K -15,853 -15%
SG
37
StoneX Group
New York
$5.14M +$340K +6,167 +7%
MFM
38
Mirsky Financial Management
New York
$5.08M -$1.43M -25,862 -23%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$4.45M +$4.41K +80 +0.1%
ECM
40
Exchange Capital Management
Michigan
$4.33M -$4.3K -78 -0.1%
CFGS
41
Concourse Financial Group Securities
Alabama
$4.15M +$233K +4,224 +6%
ASN
42
Advisory Services Network
Georgia
$4.05M -$210K -3,813 -5%
UBS Group
43
UBS Group
Switzerland
$3.93M -$1.95M -35,404 -34%
LB
44
Leo Brokerage
Texas
$3.58M +$913K +16,541 +36%
RCAG
45
Rehmann Capital Advisory Group
Michigan
$3.51M -$58.5K -1,061 -2%
TGAM
46
TBH Global Asset Management
Tennessee
$3.36M +$1.66M +30,057 +107%
Mariner
47
Mariner
Kansas
$3.03M +$207K +3,747 +8%
AIA
48
Armor Investment Advisors
North Carolina
$2.92M +$249K +4,519 +10%
5L
49
55I LLC
Massachusetts
$2.85M -$312K -5,657 -10%
Northern Trust
50
Northern Trust
Illinois
$2.8M +$7.67K +139 +0.3%