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Fidelity MSCI Health Care Index ETF

242 hedge funds and large institutions have $1.05B invested in Fidelity MSCI Health Care Index ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

65% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 57

5% more capital invested

Capital invested by funds: $994M → $1.05B (+$54.1M)

3% more funds holding

Funds holding: 236242 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.3% less ownership

Funds ownership: 36.82%36.52% (-0.3%)

Holders
242
Holders Change
+6
Holders Change %
+2.54%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
26
Increased
94
Reduced
57
Closed
15
Calls
$242K
Puts
Net Calls
+$242K
Net Calls Change
-$147K
Name Holding Trade Value Shares
Change
Change in
Stake
FPGK
26
Financial Partners Group (Kansas)
Kansas
$8.23M -$49.6K -751 -0.6%
NAM
27
NorthCoast Asset Management
Connecticut
$7.85M -$2.56M -38,789 -24%
SG
28
StoneX Group
New York
$7.22M +$205K +3,098 +3%
HighTower Advisors
29
HighTower Advisors
Illinois
$6.82M +$333K +5,036 +5%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$6.47M -$253K -3,826 -4%
TCM
31
Traynor Capital Management
Pennsylvania
$5.62M -$23.1K -349 -0.4%
UBS Group
32
UBS Group
Switzerland
$5.11M +$317K +4,801 +6%
ECM
33
Exchange Capital Management
Michigan
$4.56M -$88.2K -1,334 -2%
WAM
34
Weatherly Asset Management
California
$4.47M +$767K +11,601 +20%
Mariner
35
Mariner
Kansas
$4.11M +$348K +5,270 +9%
LB
36
Leo Brokerage
Texas
$4.11M -$64.1K -970 -1%
ASN
37
Advisory Services Network
Georgia
$4.04M -$405K -6,135 -9%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$3.83M
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$3.78M +$199K +3,007 +5%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$3.33M -$1.69M -25,575 -33%
5L
41
55I LLC
Massachusetts
$3.31M -$1.65K -25 -0%
CAGAS
42
Capital Advisory Group Advisory Services
Minnesota
$3.2M +$40.9K +619 +1%
MWM
43
Mascoma Wealth Management
New Hampshire
$3.11M +$376K +5,690 +13%
Northern Trust
44
Northern Trust
Illinois
$3.11M +$25.1K +380 +0.8%
AIA
45
Armor Investment Advisors
North Carolina
$3.09M -$169K -2,550 -5%
JP Morgan Chase
46
JP Morgan Chase
New York
$2.95M -$25.6K -388 -0.8%
HCA
47
Heck Capital Advisors
Wisconsin
$2.93M +$210K +3,178 +7%
VC
48
Vicus Capital
Pennsylvania
$2.77M -$620K -9,374 -18%
IAN
49
Integrated Advisors Network
Texas
$2.71M -$1.17M -17,753 -29%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$2.71M +$338K +5,109 +14%