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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
MCM
76
MAI Capital Management
Ohio
$1.46M +$1.51M +22,863 New
APWM
77
Atlas Private Wealth Management
New York
$1.45M -$75.6K -1,144 -5%
LA
78
Lynch & Associates
Indiana
$1.39M -$56K -847 -4%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$1.34M
LF
80
LifeSteps Financial
California
$1.31M +$64K +969 +5%
TRCT
81
Tower Research Capital (TRC)
New York
$1.23M +$1.27M +19,278 +963,900%
SWMP
82
Signature Wealth Management Partners
New Jersey
$1.22M +$48.6K +736 +4%
FA
83
Faithward Advisors
Pennsylvania
$1.19M +$1.24M +18,693 New
TCM
84
Tandem Capital Management
New Jersey
$1.16M +$17.8K +270 +2%
CAC
85
Certified Advisory Corp
Florida
$1.16M -$29K -439 -2%
VA
86
Valmark Advisers
Ohio
$1.14M +$249K +3,760 +27%
CPA
87
Court Place Advisors
Maryland
$1.12M -$62.6K -947 -5%
PPA
88
Parametric Portfolio Associates
Washington
$1.09M +$200K +3,027 +22%
CH
89
Canton Hathaway
Rhode Island
$1.03M
BRWA
90
B. Riley Wealth Advisors
Florida
$1.02M +$811K +12,265 +335%
DFG
91
Demars Financial Group
Washington
$973K +$98.1K +1,484 +11%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$965K -$50.5K -764 -5%
SWM
93
Spire Wealth Management
Virginia
$955K -$22.2K -336 -2%
MML Investors Services
94
MML Investors Services
Massachusetts
$938K -$646K -9,772 -40%
SS
95
Sunbelt Securities
Texas
$905K
AWA
96
Arkadios Wealth Advisors
Georgia
$904K -$12.9K -195 -1%
CPSAC
97
Chas P. Smith & Associates (CPS)
Florida
$882K -$16.5K -250 -2%
TGAM
98
TBH Global Asset Management
Tennessee
$881K -$354K -5,363 -28%
LWM
99
Loveless Wealth Management
Montana
$827K +$192K +2,909 +29%
MA
100
Mutual Advisors
Nebraska
$814K +$76.7K +1,161 +10%