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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
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$1.33M
LF
77
LifeSteps Financial
California
$1.24M +$408K +6,620 +51%
AWM
78
AE Wealth Management
Kansas
$1.23M +$939K +15,248 +374%
TGAM
79
TBH Global Asset Management
Tennessee
$1.22M -$1.2M -19,431 -50%
CPA
80
Court Place Advisors
Maryland
$1.18M -$431 -7 -0%
CAC
81
Certified Advisory Corp
Florida
$1.18M -$4.19K -68 -0.4%
SWMP
82
Signature Wealth Management Partners
New Jersey
$1.18M +$167K +2,711 +17%
TCM
83
Tandem Capital Management
New Jersey
$1.14M
PAG
84
Private Advisor Group
New Jersey
$1.09M +$567K +9,209 +118%
CH
85
Canton Hathaway
Rhode Island
$1.02M +$5.91K +96 +0.6%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$1.01M +$12.6K +204 +1%
PCS
87
Personal CFO Solutions
New Jersey
$1M -$4.54M -73,770 -82%
SWM
88
Spire Wealth Management
Virginia
$975K -$90.9K -1,476 -9%
CFGS
89
Concourse Financial Group Securities
Alabama
$961K +$27K +439 +3%
AWA
90
Arkadios Wealth Advisors
Georgia
$916K +$771K +12,511 +671%
SS
91
Sunbelt Securities
Texas
$905K +$2.16K +35 +0.2%
VA
92
Valmark Advisers
Ohio
$899K +$337K +5,475 +63%
CPSAC
93
Chas P. Smith & Associates (CPS)
Florida
$897K -$4.23M -68,710 -83%
PPA
94
Parametric Portfolio Associates
Washington
$896K +$69.1K +1,122 +9%
DFG
95
Demars Financial Group
Washington
$878K -$20.3K -330 -2%
KOMWMG
96
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$821K +$74.1K +1,203 +10%
MA
97
Mutual Advisors
Nebraska
$739K +$135K +2,186 +23%
EIA
98
Eldridge Investment Advisors
New Hampshire
$708K -$24.6K -399 -3%
MFG
99
Monumental Financial Group
Maryland
$703K -$6.26M -101,622 -90%
RCAG
100
Rehmann Capital Advisory Group
Michigan
$697K -$3.09M -50,223 -82%