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Fidelity MSCI Health Care Index ETF

236 hedge funds and large institutions have $953M invested in Fidelity MSCI Health Care Index ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+17
Holders Change %
+7.76%
% of All Funds
4.16%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
35
Increased
95
Reduced
55
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
XWM
126
Xcel Wealth Management
Florida
$314K
CWP
127
Corepath Wealth Partners
Arizona
$308K
SMG
128
Spectrum Management Group
Indiana
$307K
LWAC
129
Laurel Wealth Advisors (California)
California
$303K -$1.3M -21,974 -81%
FAIM
130
Financial Advocates Investment Management
Washington
$303K
SFA
131
Sequoia Financial Advisors
Ohio
$300K +$68.8K +1,169 +30%
CRWM
132
Castle Rock Wealth Management
California
$292K -$198K -3,192 -40%
KFGK
133
Keystone Financial Group (Kentucky)
Kentucky
$288K +$19.4K +328 +7%
PAG
134
Pinnacle Advisory Group
Maryland
$281K +$281K +4,766 New
TCMP
135
Thrive Capital Management (Pennsylvania)
Pennsylvania
$265K
MWP
136
Madison Wealth Partners
Wisconsin
$252K
RCA
137
Reitz Capital Advisors
Michigan
$252K
AWM
138
AE Wealth Management
Kansas
$241K -$477K -8,078 -66%
SXL
139
Summit X LLC
Missouri
$237K -$33.8K -570 -12%
OIA
140
OneDigital Investment Advisors
Kansas
$229K +$229K +3,878 New
LWM
141
Loveless Wealth Management
Montana
$221K +$221K +3,755 New
BAM
142
Belpointe Asset Management
Nevada
$216K -$52.3K -884 -20%
BRWA
143
B. Riley Wealth Advisors
Florida
$216K +$6.91K +117 +3%
BAIA
144
Bel Air Investment Advisors
California
$216K +$216K +3,662 New
SAM
145
Secure Asset Management
Michigan
$215K +$215K +3,645 New
RWA
146
River Wealth Advisors
Pennsylvania
$214K +$9.54K +162 +5%
WWM
147
Western Wealth Management
Colorado
$213K +$236 +4 +0.1%
HSA
148
HBK Sorce Advisory
Pennsylvania
$208K +$208K +3,522 New
AAS
149
Avantax Advisory Services
Texas
$207K -$6.53K -111 -3%
Prudential Financial
150
Prudential Financial
New Jersey
$200K -$10.3K -175 -5%