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Fidelity MSCI Health Care Index ETF

220 hedge funds and large institutions have $944M invested in Fidelity MSCI Health Care Index ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 83 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 18

66% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 50

31% more capital invested

Capital invested by funds: $720M → $944M (+$223M)

15% more funds holding

Funds holding: 192220 (+28)

3.25% more ownership

Funds ownership: 35.23%38.48% (+3.2%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
220
Holders Change
+28
Holders Change %
+14.58%
% of All Funds
3.89%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
49
Increased
83
Reduced
50
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
151
International Assets Investment Management
Florida
$191K +$183K +3,313 New
EFSCE
152
Enterprise Financial Services Corp (EFSC)
Missouri
$139K -$8.28K -150 -6%
IA
153
IFP Advisors
Florida
$133K +$46.9K +850 +57%
Franklin Resources
154
Franklin Resources
California
$129K
MHR
155
Matthew Hamilton Rosenberg
$127K
EWA
156
EP Wealth Advisors
California
$118K +$112K +2,036 New
AWA
157
Arkadios Wealth Advisors
Georgia
$104K +$100K +1,818 New
SBL
158
Sargent Bickham Lagudis
Colorado
$93K +$89.3K +1,619 New
VBCG
159
Valley Brook Capital Group
Pennsylvania
$86K +$83K +1,504 New
IF
160
Ironwood Financial
Arizona
$71K
IA
161
Inspire Advisors
Idaho
$68K +$64.6K +1,171 New
LWM
162
Liberty Wealth Management
California
$60K +$55 +1 +0.1%
GEA
163
Glen Eagle Advisors
New Jersey
$54.6K -$100K -1,820 -66%
ADIM
164
Alpha DNA Investment Management
Maryland
$53K +$51.2K +927 New
AIM
165
Anchor Investment Management
South Carolina
$47.8K +$9.21K +167 +25%
HDIM
166
Hanson & Doremus Investment Management
Vermont
$45K +$43.3K +785 New
SAM
167
S.A. Mason
Michigan
$42K
JCM
168
Jacobi Capital Management
Pennsylvania
$41K +$7.06K +128 +22%
HWA
169
HHM Wealth Advisors
Tennessee
$40K
FP
170
Financial Perspectives
Minnesota
$35.6K +$31.7K +575 +1,402%
RFWA
171
RPg Family Wealth Advisory
Massachusetts
$34.8K
KPCM
172
Kings Point Capital Management
New York
$29K
PMFA
173
Plante Moran Financial Advisors
Michigan
$27K
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$27K +$20.6K +373 +373%
CAAS
175
Capital Asset Advisory Services
Michigan
$26K +$110 +2 +0.4%