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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
SG
26
StoneX Group
New York
$8.34M +$542K +8,244 +7%
FPGK
27
Financial Partners Group (Kansas)
Kansas
$7.97M -$187K -2,840 -2%
Stifel Financial
28
Stifel Financial
Missouri
$7.75M -$2.59M -39,445 -26%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$7.27M +$294K +4,469 +4%
WAM
30
Weatherly Asset Management
California
$6.22M +$1.35M +20,602 +29%
TCM
31
Traynor Capital Management
Pennsylvania
$6M -$43.7K -665 -0.8%
UBS Group
32
UBS Group
Switzerland
$5.72M +$220K +3,352 +4%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$5.58M +$1.91M +29,023 +56%
HighTower Advisors
34
HighTower Advisors
Illinois
$5.23M -$2.01M -30,511 -29%
ECM
35
Exchange Capital Management
Michigan
$4.75M -$151K -2,298 -3%
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$4.36M +$281K +4,268 +7%
Mariner
37
Mariner
Kansas
$4.28M -$142K -2,154 -3%
5L
38
55I LLC
Massachusetts
$4.08M +$496K +7,551 +15%
CAGAS
39
Capital Advisory Group Advisory Services
Minnesota
$3.96M +$501K +7,620 +15%
IRC
40
Investors Research Corp
Georgia
$3.92M +$1.02M +15,486 +37%
ASN
41
Advisory Services Network
Georgia
$3.83M -$496K -7,544 -12%
ACA
42
Aptus Capital Advisors
Alabama
$3.64M +$3.49M +53,068 New
MWM
43
Mascoma Wealth Management
New Hampshire
$3.58M +$222K +3,372 +7%
LA
44
Lifeworks Advisors
Michigan
$3.45M +$3.3M +50,265 New
AIA
45
Armor Investment Advisors
North Carolina
$3.35M +$20K +304 +0.6%
Northern Trust
46
Northern Trust
Illinois
$3.34M
TGAM
47
TBH Global Asset Management
Tennessee
$3.23M +$2.19M +33,275 +241%
JP Morgan Chase
48
JP Morgan Chase
New York
$3.17M -$4.93K -75 -0.2%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$3.02M +$103K +1,560 +4%
HCA
50
Heck Capital Advisors
Wisconsin
$2.75M -$381K -5,802 -13%