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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
SCA
76
Southern Capital Advisors
Tennessee
$1.63M +$1.56M +23,784 New
LF
77
LifeSteps Financial
California
$1.59M +$179K +2,727 +13%
APWM
78
Atlas Private Wealth Management
New York
$1.58M +$24.1K +367 +2%
LA
79
Lynch & Associates
Indiana
$1.54M +$47K +715 +3%
CA
80
Crumly & Associates
Illinois
$1.54M -$107K -1,620 -6%
MCM
81
MAI Capital Management
Ohio
$1.48M -$84.8K -1,290 -6%
MFG
82
Monumental Financial Group
Maryland
$1.45M +$580K +8,824 +72%
CPA
83
Court Place Advisors
Maryland
$1.44M +$221K +3,363 +19%
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$1.44M
SWMP
85
Signature Wealth Management Partners
New Jersey
$1.39M +$65.2K +992 +5%
AWM
86
AE Wealth Management
Kansas
$1.37M +$544K +8,271 +71%
RBFC
87
Roman Butler Fullerton & Co
Missouri
$1.35M +$759K +11,539 +142%
FA
88
Faithward Advisors
Pennsylvania
$1.28M -$5.13K -78 -0.4%
TCM
89
Tandem Capital Management
New Jersey
$1.24M
VA
90
Valmark Advisers
Ohio
$1.2M -$25.8K -392 -2%
MA
91
Maxele Advisors
Missouri
$1.18M +$1.13M +17,145 New
OMC
92
Old Mission Capital
Illinois
$1.17M +$1.12M +17,077 New
CAC
93
Certified Advisory Corp
Florida
$1.13M -$108K -1,646 -9%
BRWA
94
B. Riley Wealth Advisors
Florida
$1.11M +$18.2K +277 +2%
CH
95
Canton Hathaway
Rhode Island
$1.1M
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$1.08M +$42.3K +644 +4%
LWM
97
Loveless Wealth Management
Montana
$1.08M +$184K +2,803 +22%
MML Investors Services
98
MML Investors Services
Massachusetts
$1.06M +$49.3K +750 +5%
SWM
99
Spire Wealth Management
Virginia
$1.04M +$10.3K +156 +1%
ACA
100
Atlas Capital Advisors
Wyoming
$998K +$778K +11,832 +439%