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Fidelity MSCI Health Care Index ETF

278 hedge funds and large institutions have $1.07B invested in Fidelity MSCI Health Care Index ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

53% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 72

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more funds holding

Funds holding: 263278 (+15)

0.99% more ownership

Funds ownership: 35.33%36.32% (+0.99%)

1% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$8.27M)

Holders
278
Holders Change
+15
Holders Change %
+5.7%
% of All Funds
4.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
40
Increased
110
Reduced
72
Closed
21
Calls
$230K
Puts
Net Calls
+$230K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
FPGK
26
Financial Partners Group (Kansas)
Kansas
$8.02M -$253K -3,977 -3%
HighTower Advisors
27
HighTower Advisors
Illinois
$7.69M +$2.6M +40,815 +53%
SPC
28
Sigma Planning Corp
Michigan
$7.34M -$4.74M -74,495 -40%
WAM
29
Weatherly Asset Management
California
$7.33M +$1.33M +20,966 +23%
Stifel Financial
30
Stifel Financial
Missouri
$7.1M -$295K -4,636 -4%
LJAC
31
L.J. Altfest & Co
New York
$6.68M -$2.18M -34,274 -25%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$6.08M -$845K -13,273 -13%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$5.72M +$5.54M +87,074 New
TCM
34
Traynor Capital Management
Pennsylvania
$5.55M -$181K -2,842 -3%
LA
35
Lifeworks Advisors
Michigan
$5.54M +$2.18M +34,169 +68%
UBS Group
36
UBS Group
Switzerland
$5.52M +$45.2K +710 +0.9%
AWS
37
Atria Wealth Solutions
New York
$5.2M +$5.04M +79,142 New
IRC
38
Investors Research Corp
Georgia
$5.02M +$1.23M +19,323 +34%
AIA
39
Armor Investment Advisors
North Carolina
$4.81M +$1.56M +24,528 +50%
Truist Financial
40
Truist Financial
North Carolina
$4.77M -$6.84M -107,521 -60%
ECM
41
Exchange Capital Management
Michigan
$4.44M -$95.5K -1,500 -2%
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$4.39M +$219K +3,447 +5%
SFCL
43
Strengthening Families & Communities LLC
Massachusetts
$4.38M +$376K +5,902 +10%
ASN
44
Advisory Services Network
Georgia
$4.23M +$556K +8,741 +16%
5L
45
55I LLC
Massachusetts
$4.2M +$287K +4,514 +8%
TGAM
46
TBH Global Asset Management
Tennessee
$3.89M +$778K +12,216 +26%
MWM
47
Mascoma Wealth Management
New Hampshire
$3.88M +$446K +7,003 +13%
CAGAS
48
Capital Advisory Group Advisory Services
Minnesota
$3.76M -$27.2K -427 -0.7%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$3.42M +$515K +8,083 +18%
Northern Trust
50
Northern Trust
Illinois
$3.28M +$80.5K +1,264 +3%