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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
AWA
101
Arkadios Wealth Advisors
Georgia
$995K +$20.1K +305 +2%
FIM
102
Freedom Investment Management
Connecticut
$971K -$828K -12,601 -47%
DFG
103
Demars Financial Group
Washington
$951K -$92K -1,400 -9%
PAG
104
Private Advisor Group
New Jersey
$891K -$1.36M -20,688 -61%
MA
105
Mutual Advisors
Nebraska
$883K +$6.97K +106 +0.8%
EIA
106
Eldridge Investment Advisors
New Hampshire
$866K +$99.7K +1,516 +14%
CPSAC
107
Chas P. Smith & Associates (CPS)
Florida
$863K -$82.2K -1,250 -9%
SS
108
Sunbelt Securities
Texas
$850K -$52.7K -801 -6%
SCP
109
Silverleafe Capital Partners
Tennessee
$823K +$196K +2,980 +33%
NL
110
NWAM LLC
Washington
$805K +$323K +4,920 +72%
WA
111
Wealthstar Advisors
Texas
$782K +$9.99K +152 +1%
RCAG
112
Rehmann Capital Advisory Group
Michigan
$677K -$53.8K -819 -8%
IA
113
IFP Advisors
Florida
$633K -$1.14M -17,392 -65%
OCM
114
One Capital Management
California
$615K +$589K +8,961 New
WPP
115
Whalerock Point Partners
Rhode Island
$606K +$66 +1 +0%
Fisher Asset Management
116
Fisher Asset Management
Washington
$589K -$57.1K -868 -9%
Creative Planning
117
Creative Planning
Kansas
$585K +$45K +684 +9%
RCYC
118
Richard C. Young & Co
Rhode Island
$583K +$558K +8,494 New
DOA
119
D'Orazio & Associates
Virginia
$577K
SAM
120
Secure Asset Management
Michigan
$555K -$8.55K -130 -2%
National Bank of Canada
121
National Bank of Canada
Quebec, Canada
$555K +$531K +8,075 New
WHC
122
Wulff, Hansen & Co
California
$552K +$500K +7,605 New
WFA
123
WMG Financial Advisors
Tennessee
$545K +$523K +7,948 New
Neuberger Berman Group
124
Neuberger Berman Group
New York
$537K +$515K +7,826 New
CWM
125
Congress Wealth Management
Massachusetts
$493K +$471K +7,170 New