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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
SSWM
76
Smith Salley Wealth Management
North Carolina
$1.25M +$30.3K +549 +3%
JWCA
77
J.W. Cole Advisors
Florida
$1.25M -$329K -5,965 -22%
FHA
78
Flagship Harbor Advisors
Massachusetts
$1.24M -$2.68M -48,503 -69%
LA
79
Lynch & Associates
Indiana
$1.22M +$39.7K +719 +4%
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$1.21M +$1.16M +20,944 New
APWM
81
Atlas Private Wealth Management
New York
$1.2M +$157K +2,843 +16%
IAN
82
Integrated Advisors Network
Texas
$1.19M -$103K -1,874 -8%
CPA
83
Court Place Advisors
Maryland
$1.07M +$76.9K +1,394 +8%
TCM
84
Tandem Capital Management
New Jersey
$1.03M +$6.73K +122 +0.7%
BWM
85
Birchcreek Wealth Management
Ohio
$1.02M +$973K +17,637 New
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$1.01M -$3.92K -71 -0.4%
MML Investors Services
87
MML Investors Services
Massachusetts
$1.01M +$18.9K +343 +2%
CH
88
Canton Hathaway
Rhode Island
$918K -$22.5K -407 -2%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$909K +$312K +5,646 +56%
SWMP
90
Signature Wealth Management Partners
New Jersey
$870K +$831K +15,061 New
DFG
91
Demars Financial Group
Washington
$853K -$2.51M -45,446 -75%
SS
92
Sunbelt Securities
Texas
$758K -$19.4K -351 -3%
AWM
93
AE Wealth Management
Kansas
$702K +$2.43K +44 +0.4%
KOMWMG
94
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$673K -$27K -490 -4%
IRC
95
Investors Research Corp
Georgia
$646K +$344K +6,236 +126%
EIA
96
Eldridge Investment Advisors
New Hampshire
$632K +$2.26K +41 +0.4%
EH
97
Equitable Holdings
New York
$628K -$88.2K -1,598 -13%
PPA
98
Parametric Portfolio Associates
Washington
$625K +$243K +4,398 +68%
PP
99
Professional Planning
California
$625K +$597K +10,824 New
CA
100
Crumly & Associates
Illinois
$616K -$21.5K -390 -4%