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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
BFA
51
Beaumont Financial Advisors
Massachusetts
$2.38M -$5.15M -83,543 -69%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$2.38M +$332K +5,388 +17%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$2.27M +$23K +374 +1%
BWM
54
Birchcreek Wealth Management
Ohio
$2.24M -$118K -1,915 -5%
MWM
55
Maltin Wealth Management
New Jersey
$2.2M +$71K +1,153 +3%
AB
56
Atlas Brown
Kentucky
$2.17M +$23K +373 +1%
SIA
57
Soltis Investment Advisors
Utah
$2.12M +$52.7K +856 +3%
LFS
58
Legacy Financial Strategies
Kansas
$2.07M +$85.1K +1,381 +4%
IRC
59
Investors Research Corp
Georgia
$2.04M +$672K +10,903 +52%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$2.01M -$186K -3,026 -9%
RSWM
61
Robertson Stephens Wealth Management
California
$1.94M
SW
62
SVB Wealth
Massachusetts
$1.91M -$130K -2,117 -7%
ST
63
Spinnaker Trust
Maine
$1.89M -$522K -8,468 -22%
CA
64
Crumly & Associates
Illinois
$1.78M +$795K +12,904 +86%
SCA
65
Snowden Capital Advisors
New York
$1.72M +$68.6K +1,114 +4%
KPWS
66
Kestra Private Wealth Services
Texas
$1.72M -$30.3K -492 -2%
AIC
67
Ameritas Investment Company
Nebraska
$1.72M +$1.45M +23,548 +962%
FIM
68
Freedom Investment Management
Connecticut
$1.64M +$1.58M +25,658 New
BAM
69
Beaumont Asset Management
Texas
$1.58M +$93.2K +1,514 +6%
GAM
70
Geier Asset Management
Maryland
$1.57M +$4.62K +75 +0.3%
MML Investors Services
71
MML Investors Services
Massachusetts
$1.56M +$329K +5,342 +28%
JWCA
72
J.W. Cole Advisors
Florida
$1.52M +$62.3K +1,012 +4%
APWM
73
Atlas Private Wealth Management
New York
$1.52M +$35.8K +582 +3%
SSWM
74
Smith Salley Wealth Management
North Carolina
$1.51M +$96.6K +1,569 +7%
LA
75
Lynch & Associates
Indiana
$1.44M -$6.53K -106 -0.5%