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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
MFG
101
Monumental Financial Group
Maryland
$782K +$80.3K +1,215 +11%
AWM
102
AE Wealth Management
Kansas
$748K -$503K -7,605 -39%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$722K -$2.16M -32,754 -74%
WA
104
Wealthstar Advisors
Texas
$717K +$26.5K +401 +4%
EIA
105
Eldridge Investment Advisors
New Hampshire
$709K +$66 +1 +0%
RCAG
106
Rehmann Capital Advisory Group
Michigan
$682K -$16.7K -253 -2%
PCS
107
Personal CFO Solutions
New Jersey
$646K -$369K -5,581 -36%
FA
108
FMA Advisory
Pennsylvania
$622K -$40.4K -611 -6%
Fisher Asset Management
109
Fisher Asset Management
Washington
$603K +$134K +2,033 +27%
PP
110
Professional Planning
California
$599K -$19.8K -300 -3%
SCP
111
Silverleafe Capital Partners
Tennessee
$575K +$7.2K +109 +1%
WPP
112
Whalerock Point Partners
Rhode Island
$563K +$66 +1 +0%
EH
113
Equitable Holdings
New York
$561K -$77.6K -1,174 -12%
DOA
114
D'Orazio & Associates
Virginia
$536K
SAM
115
Secure Asset Management
Michigan
$524K +$94.2K +1,426 +21%
RBFC
116
Roman Butler Fullerton & Co
Missouri
$517K +$32.6K +494 +6%
Creative Planning
117
Creative Planning
Kansas
$500K -$64.4K -975 -11%
JIP
118
Jaffetilchin Investment Partners
Florida
$450K +$29.4K +445 +7%
GWM
119
Geneos Wealth Management
Colorado
$446K +$397 +6 +0.1%
EIP
120
Ellis Investment Partners
Pennsylvania
$437K +$1.12K +17 +0.2%
NL
121
NWAM LLC
Washington
$434K -$113K -1,712 -20%
DLCIG
122
D.L. Carlson Investment Group
New Hampshire
$432K -$14.5K -219 -3%
COCM
123
Charter Oak Capital Management
New Hampshire
$427K +$49.2K +744 +12%
RIA
124
Regal Investment Advisors
Michigan
$416K +$595 +9 +0.1%
MG
125
Mather Group
Illinois
$412K +$427K +6,456 New