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Fidelity MSCI Health Care Index ETF

278 hedge funds and large institutions have $1.07B invested in Fidelity MSCI Health Care Index ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

53% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 72

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more funds holding

Funds holding: 263278 (+15)

0.99% more ownership

Funds ownership: 35.33%36.32% (+0.99%)

1% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$8.27M)

Holders
278
Holders Change
+15
Holders Change %
+5.7%
% of All Funds
4.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
40
Increased
110
Reduced
72
Closed
21
Calls
$230K
Puts
Net Calls
+$230K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
101
Roman Butler Fullerton & Co
Missouri
$1.09M -$199K -3,121 -16%
LWM
102
Loveless Wealth Management
Montana
$1.08M +$45.6K +717 +5%
NL
103
NWAM LLC
Washington
$1.07M +$296K +4,645 +40%
CH
104
Canton Hathaway
Rhode Island
$1.04M -$16.5K -259 -2%
MCM
105
MAI Capital Management
Ohio
$984K -$420K -6,594 -31%
SWM
106
Spire Wealth Management
Virginia
$984K -$8.47K -133 -0.9%
ACA
107
Atlas Capital Advisors
Wyoming
$966K +$11.4K +179 +1%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$961K -$71.9K -1,130 -7%
Prudential Financial
109
Prudential Financial
New Jersey
$929K +$537K +8,439 +148%
CAC
110
Certified Advisory Corp
Florida
$920K -$155K -2,441 -15%
BRWA
111
B. Riley Wealth Advisors
Florida
$914K -$145K -2,285 -14%
MA
112
Mutual Advisors
Nebraska
$910K +$63.7K +1,000 +8%
PAG
113
Private Advisor Group
New Jersey
$864K +$11.7K +183 +1%
AWA
114
Arkadios Wealth Advisors
Georgia
$844K -$104K -1,638 -11%
SS
115
Sunbelt Securities
Texas
$833K -$44.7K -702 -5%
CPSAC
116
Chas P. Smith & Associates (CPS)
Florida
$801K -$23.6K -370 -3%
WA
117
Wealthstar Advisors
Texas
$753K +$64 +1 +0%
SCA
118
Southern Capital Advisors
Tennessee
$734K -$802K -12,602 -53%
TFA
119
Teamwork Financial Advisors
Texas
$616K +$597K +9,384 New
Creative Planning
120
Creative Planning
Kansas
$601K +$40K +628 +7%
EIA
121
Eldridge Investment Advisors
New Hampshire
$589K -$233K -3,656 -29%
WPP
122
Whalerock Point Partners
Rhode Island
$580K +$127 +2 +0%
OCM
123
One Capital Management
California
$576K -$11.8K -186 -2%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$567K +$196K +3,086 +56%
RCAG
125
Rehmann Capital Advisory Group
Michigan
$558K -$86.9K -1,365 -14%