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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
VC
51
Vicus Capital
Pennsylvania
$2.73M -$49.3K -750 -2%
NA
52
NewEdge Advisors
Louisiana
$2.59M +$2.48M +37,699 New
BFA
53
Beaumont Financial Advisors
Massachusetts
$2.49M -$162K -2,463 -6%
IAN
54
Integrated Advisors Network
Texas
$2.48M -$418K -6,357 -15%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$2.46M +$16.1K +245 +0.7%
Goldman Sachs
56
Goldman Sachs
New York
$2.39M +$2.29M +34,843 New
LFS
57
Legacy Financial Strategies
Kansas
$2.39M +$66.7K +1,015 +3%
MWM
58
Maltin Wealth Management
New Jersey
$2.38M +$67.3K +1,024 +3%
ST
59
Spinnaker Trust
Maine
$2.37M +$173K +2,625 +8%
SIA
60
Soltis Investment Advisors
Utah
$2.34M +$30.8K +469 +1%
BWM
61
Birchcreek Wealth Management
Ohio
$2.34M +$92.8K +1,412 +4%
AB
62
Atlas Brown
Kentucky
$2.34M -$15.1K -229 -0.7%
SSWM
63
Smith Salley Wealth Management
North Carolina
$2.19M +$206K +3,133 +11%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$2.12M -$6.61M -100,580 -77%
RSWM
65
Robertson Stephens Wealth Management
California
$2.11M +$51K +775 +3%
LNC
66
Lincoln National Corp
Pennsylvania
$2.03M -$211K -3,204 -10%
AAS
67
Ameritas Advisory Services
Nebraska
$2.02M +$1.94M +29,442 New
SW
68
SVB Wealth
Massachusetts
$2.01M -$48.1K -731 -2%
SCA
69
Snowden Capital Advisors
New York
$1.99M +$77.3K +1,176 +4%
FTS
70
Fifth Third Securities
Ohio
$1.92M +$177K +2,699 +11%
KPWS
71
Kestra Private Wealth Services
Texas
$1.88M -$44.4K -675 -2%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$1.87M +$1.05M +15,984 +141%
JWCA
73
J.W. Cole Advisors
Florida
$1.86M +$1.78M +27,141 New
BAM
74
Beaumont Asset Management
Texas
$1.79M +$20.7K +315 +1%
PPA
75
Parametric Portfolio Associates
Washington
$1.64M +$445K +6,771 +40%