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Fidelity MSCI Health Care Index ETF

236 hedge funds and large institutions have $994M invested in Fidelity MSCI Health Care Index ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 60

4% more capital invested

Capital invested by funds: $953M → $994M (+$40.4M)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

0% less funds holding

Funds holding: 237236 (-1)

0.84% less ownership

Funds ownership: 37.66%36.82% (-0.84%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
236
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
4.11%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
26
Increased
95
Reduced
60
Closed
26
Calls
$389K
Puts
Net Calls
+$389K
Net Calls Change
+$389K
Name Holding Trade Value Shares
Change
Change in
Stake
SG
26
StoneX Group
New York
$7.02M +$646K +10,494 +11%
Stifel Financial
27
Stifel Financial
Missouri
$6.93M -$128K -2,082 -2%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$6.71M +$251K +4,082 +4%
HighTower Advisors
29
HighTower Advisors
Illinois
$6.49M -$4.8K -78 -0.1%
TCM
30
Traynor Capital Management
Pennsylvania
$5.72M +$77.4K +1,256 +1%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$4.96M -$64.4K -1,046 -1%
UBS Group
32
UBS Group
Switzerland
$4.79M +$425K +6,905 +10%
ECM
33
Exchange Capital Management
Michigan
$4.64M -$91K -1,477 -2%
ASN
34
Advisory Services Network
Georgia
$4.43M -$10.5K -171 -0.2%
LB
35
Leo Brokerage
Texas
$4.17M +$49.8K +808 +1%
IAN
36
Integrated Advisors Network
Texas
$3.84M +$134K +2,179 +4%
Mariner
37
Mariner
Kansas
$3.77M +$45.6K +741 +1%
WAM
38
Weatherly Asset Management
California
$3.72M +$509K +8,268 +16%
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$3.58M +$3.12M +50,682 +922%
VC
40
Vicus Capital
Pennsylvania
$3.36M -$6.86M -111,403 -68%
5L
41
55I LLC
Massachusetts
$3.31M +$173K +2,806 +6%
AIA
42
Armor Investment Advisors
North Carolina
$3.25M -$32.8K -533 -1%
CAGAS
43
Capital Advisory Group Advisory Services
Minnesota
$3.15M +$264K +4,280 +9%
LNC
44
Lincoln National Corp
Pennsylvania
$3.1M +$463K +7,517 +18%
Northern Trust
45
Northern Trust
Illinois
$3.08M
JP Morgan Chase
46
JP Morgan Chase
New York
$2.98M -$4.74K -77 -0.2%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$2.81M +$275K +4,461 +11%
MWM
48
Mascoma Wealth Management
New Hampshire
$2.74M +$355K +5,760 +15%
HCA
49
Heck Capital Advisors
Wisconsin
$2.72M -$57.2K -928 -2%
MAFM
50
Mid Atlantic Financial Management
Pennsylvania
$2.42M -$34.9K -567 -1%