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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
DWP
51
Destiny Wealth Partners
Florida
$2.74M +$2.62M +47,489 New
WAM
52
Weatherly Asset Management
California
$2.66M +$450K +8,147 +21%
JP Morgan Chase
53
JP Morgan Chase
New York
$2.65M -$6.51K -118 -0.3%
HCA
54
Heck Capital Advisors
Wisconsin
$2.39M +$244K +4,430 +12%
SFS
55
Sowell Financial Services
Arkansas
$2.34M +$129K +2,337 +6%
MAFM
56
Mid Atlantic Financial Management
Pennsylvania
$2.31M +$7.62K +138 +0.3%
LNC
57
Lincoln National Corp
Pennsylvania
$2.07M -$216K -3,906 -10%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$2.04M +$1.95M +35,288 New
ST
59
Spinnaker Trust
Maine
$2.02M +$1.93M +35,013 New
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$2.01M +$1.92M +34,792 New
MWM
61
Maltin Wealth Management
New Jersey
$1.97M -$225K -4,081 -11%
CAGAS
62
Capital Advisory Group Advisory Services
Minnesota
$1.84M +$504K +9,141 +40%
SW
63
SVB Wealth
Massachusetts
$1.84M -$536K -9,711 -23%
MWM
64
Mascoma Wealth Management
New Hampshire
$1.79M +$1.71M +30,999 New
AB
65
Atlas Brown
Kentucky
$1.78M +$828 +15 +0%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$1.75M -$40.7K -737 -2%
RSWM
67
Robertson Stephens Wealth Management
California
$1.75M
LFS
68
Legacy Financial Strategies
Kansas
$1.71M +$7.23K +131 +0.4%
LWAC
69
Laurel Wealth Advisors (California)
California
$1.56M +$21.7K +394 +1%
KPWS
70
Kestra Private Wealth Services
Texas
$1.46M +$349K +6,333 +33%
GSC
71
G&S Capital
Colorado
$1.44M +$24K +435 +2%
AIC
72
Ameritas Investment Company
Nebraska
$1.43M +$94K +1,703 +7%
GAM
73
Geier Asset Management
Maryland
$1.42M +$1.35M +24,510 New
SCA
74
Snowden Capital Advisors
New York
$1.38M +$39.7K +720 +3%
BAM
75
Beaumont Asset Management
Texas
$1.29M +$22.6K +410 +2%