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Fidelity MSCI Health Care Index ETF

236 hedge funds and large institutions have $994M invested in Fidelity MSCI Health Care Index ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 60

4% more capital invested

Capital invested by funds: $953M → $994M (+$40.4M)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

0% less funds holding

Funds holding: 237236 (-1)

0.84% less ownership

Funds ownership: 37.66%36.82% (-0.84%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
236
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
4.11%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
26
Increased
95
Reduced
60
Closed
26
Calls
$389K
Puts
Net Calls
+$389K
Net Calls Change
+$389K
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
126
Corepath Wealth Partners
Arizona
$345K
XWM
127
Xcel Wealth Management
Florida
$340K
CWM
128
Calamos Wealth Management
Illinois
$339K
SMG
129
Spectrum Management Group
Indiana
$332K
SFA
130
Sequoia Financial Advisors
Ohio
$331K +$6.47K +105 +2%
FAIM
131
Financial Advocates Investment Management
Washington
$328K
LWAC
132
Laurel Wealth Advisors (California)
California
$327K -$62 -1 -0%
CRWM
133
Castle Rock Wealth Management
California
$326K +$11.9K +194 +4%
AAS
134
Avantax Advisory Services
Texas
$302K +$76.9K +1,249 +36%
TCMP
135
Thrive Capital Management (Pennsylvania)
Pennsylvania
$286K
RCA
136
Reitz Capital Advisors
Michigan
$286K +$12.3K +200 +5%
AF
137
AtlasMark Financial
Texas
$280K
MWP
138
Madison Wealth Partners
Wisconsin
$278K -$801 -13 -0.3%
SXL
139
Summit X LLC
Missouri
$252K -$2.96K -48 -1%
OIA
140
OneDigital Investment Advisors
Kansas
$247K +$185 +3 +0.1%
Prudential Financial
141
Prudential Financial
New Jersey
$246K +$28.9K +470 +14%
RWA
142
River Wealth Advisors
Pennsylvania
$243K +$11.3K +183 +5%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$241K +$233K +3,786 New
BRWA
144
B. Riley Wealth Advisors
Florida
$234K +$62 +1 +0%
BAIA
145
Bel Air Investment Advisors
California
$233K
WWM
146
Western Wealth Management
Colorado
$230K +$185 +3 +0.1%
ECM
147
ExodusPoint Capital Management
New York
$228K +$221K +3,581 New
HSA
148
HBK Sorce Advisory
Pennsylvania
$224K
BAM
149
Belpointe Asset Management
Nevada
$217K -$16.1K -261 -7%
WMA
150
Wealth Management Associates
New Jersey
$215K +$208K +3,374 New