We are live on ! Find out more
FHLC icon

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
IAA
126
Independent Advisor Alliance
North Carolina
$488K +$468K +7,113 New
JIP
127
Jaffetilchin Investment Partners
Florida
$481K -$3.29K -50 -0.7%
GWM
128
Geneos Wealth Management
Colorado
$480K +$460 +7 +0.1%
Bank of New York Mellon
129
Bank of New York Mellon
New York
$477K +$456K +6,941 New
AF
130
Apexium Financial
Texas
$473K +$453K +6,884 New
EIP
131
Ellis Investment Partners
Pennsylvania
$472K +$1.31K +20 +0.3%
DLCIG
132
D.L. Carlson Investment Group
New Hampshire
$465K +$263 +4 +0.1%
MG
133
Mather Group
Illinois
$455K +$10.9K +166 +3%
COCM
134
Charter Oak Capital Management
New Hampshire
$454K -$6.18K -94 -1%
RIA
135
Regal Investment Advisors
Michigan
$448K +$723 +11 +0.2%
HWA
136
Hilltop Wealth Advisors
North Carolina
$415K +$526 +8 +0.1%
RJA
137
Raymond James & Associates
Florida
$409K -$8.94K -136 -2%
CAN
138
Cetera Advisor Networks
California
$407K +$24.5K +372 +7%
Prudential Financial
139
Prudential Financial
New Jersey
$384K +$43.5K +662 +13%
WA
140
WBH Advisory
Maryland
$382K
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$381K -$14.5K -220 -4%
CWM
142
Calamos Wealth Management
Illinois
$365K
FAIM
143
Financial Advocates Investment Management
Washington
$365K +$66 +1 +0%
WMA
144
Wealth Management Associates
New Jersey
$364K +$117K +1,781 +51%
SMG
145
Spectrum Management Group
Indiana
$358K
MW
146
Milestone Wealth
New York
$355K +$340K +5,175 New
XWM
147
Xcel Wealth Management
Florida
$354K -$11.4K -173 -3%
SFA
148
Sequoia Financial Advisors
Ohio
$347K +$332K +5,049 New
CWP
149
Corepath Wealth Partners
Arizona
$341K
AIP
150
Almanack Investment Partners
Pennsylvania
$333K