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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
CTA
151
Colonial Trust Advisors
South Carolina
$215K +$208K +3,378 New
ACM
152
Advisors Capital Management
New Jersey
$213K +$206K +3,343 New
AWM
153
Accel Wealth Management
Iowa
$211K -$3.02K -49 -1%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$207K
MWM
155
Mission Wealth Management
California
$207K +$200K +3,250 New
CCM
156
Coldstream Capital Management
Washington
$201K +$194K +3,157 New
KFS
157
Kelly Financial Services
Massachusetts
$200K +$771K +12,520 +6,291%
Franklin Resources
158
Franklin Resources
California
$143K
CF
159
Centaurus Financial
California
$142K +$137K +2,232 New
MHR
160
Matthew Hamilton Rosenberg
$141K
SPIA
161
Steward Partners Investment Advisory
New York
$141K +$124K +2,009 +1,005%
EFSCE
162
Enterprise Financial Services Corp (EFSC)
Missouri
$133K -$20.3K -329 -14%
SBL
163
Sargent Bickham Lagudis
Colorado
$104K +$308 +5 +0.3%
IF
164
Ironwood Financial
Arizona
$78K -$493 -8 -0.7%
CFA
165
Carroll Financial Associates
North Carolina
$75K
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$69K +$4.07K +66 +7%
AIM
167
Anchor Investment Management
South Carolina
$63.7K +$2.65K +43 +4%
GAM
168
Gemmer Asset Management
California
$62K +$59.6K +968 New
GEA
169
Glen Eagle Advisors
New Jersey
$60.2K
LWM
170
Liberty Wealth Management
California
$48K -$16K -260 -26%
FP
171
Financial Perspectives
Minnesota
$48K -$2.56M -41,608 -98%
NFG
172
Next Financial Group
Texas
$47K +$45.1K +732 New
JCM
173
Jacobi Capital Management
Pennsylvania
$46K
SAM
174
S.A. Mason
Michigan
$46K
HWA
175
HHM Wealth Advisors
Tennessee
$45K