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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
IRC
51
Investors Research Corp
Georgia
$2.66M +$642K +9,716 +30%
BFA
52
Beaumont Financial Advisors
Massachusetts
$2.47M +$89.5K +1,354 +4%
MAFM
53
Mid Atlantic Financial Management
Pennsylvania
$2.35M -$80.6K -1,219 -3%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$2.27M -$463 -7 -0%
Citadel Advisors
55
Citadel Advisors
Florida
$2.23M +$2.31M +34,893 New
AB
56
Atlas Brown
Kentucky
$2.19M +$14.5K +220 +0.6%
LFS
57
Legacy Financial Strategies
Kansas
$2.15M +$84.3K +1,276 +4%
PAG
58
Private Advisor Group
New Jersey
$2.15M +$1.1M +16,634 +98%
SIA
59
Soltis Investment Advisors
Utah
$2.15M +$30.1K +455 +1%
MWM
60
Maltin Wealth Management
New Jersey
$2.15M -$59.4K -898 -3%
FTUS
61
Flow Traders U.S.
New York
$2.12M +$2.2M +33,214 New
LNC
62
Lincoln National Corp
Pennsylvania
$2.09M -$1.05M -15,899 -33%
BWM
63
Birchcreek Wealth Management
Ohio
$2.09M -$161K -2,431 -7%
ST
64
Spinnaker Trust
Maine
$2.04M +$149K +2,252 +8%
RSWM
65
Robertson Stephens Wealth Management
California
$1.92M -$22.6K -342 -1%
SW
66
SVB Wealth
Massachusetts
$1.91M
SSWM
67
Smith Salley Wealth Management
North Carolina
$1.84M +$338K +5,116 +22%
KPWS
68
Kestra Private Wealth Services
Texas
$1.79M +$75.6K +1,144 +4%
AIC
69
Ameritas Investment Company
Nebraska
$1.78M +$128K +1,943 +7%
SCA
70
Snowden Capital Advisors
New York
$1.78M +$55.7K +843 +3%
IA
71
IFP Advisors
Florida
$1.71M +$1.33M +20,082 +307%
FIM
72
Freedom Investment Management
Connecticut
$1.71M +$71.7K +1,085 +4%
CA
73
Crumly & Associates
Illinois
$1.65M -$137K -2,080 -7%
BAM
74
Beaumont Asset Management
Texas
$1.64M +$60.7K +918 +4%
FTS
75
Fifth Third Securities
Ohio
$1.61M +$1.66M +25,192 New