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Fidelity MSCI Health Care Index ETF

242 hedge funds and large institutions have $1.05B invested in Fidelity MSCI Health Care Index ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

65% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 57

5% more capital invested

Capital invested by funds: $994M → $1.05B (+$54.1M)

3% more funds holding

Funds holding: 236242 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.3% less ownership

Funds ownership: 36.82%36.52% (-0.3%)

Holders
242
Holders Change
+6
Holders Change %
+2.54%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
26
Increased
94
Reduced
57
Closed
15
Calls
$242K
Puts
Net Calls
+$242K
Net Calls Change
-$147K
Name Holding Trade Value Shares
Change
Change in
Stake
WMA
151
Wealth Management Associates
New Jersey
$225K +$9.98K +151 +4%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$223K +$205K +3,100 +1,033%
SPIA
153
Steward Partners Investment Advisory
New York
$214K +$76K +1,150 +52%
BCA
154
Bay Colony Advisors
Massachusetts
$212K +$220K +3,327 New
CTA
155
Colonial Trust Advisors
South Carolina
$209K -$7.01K -106 -3%
ACM
156
Advisors Capital Management
New Jersey
$209K -$4.3K -65 -2%
MWM
157
Mission Wealth Management
California
$207K +$66 +1 +0%
BCM
158
Beaumont Capital Management
Massachusetts
$204K +$212K +3,201 New
BAM
159
Belpointe Asset Management
Nevada
$203K -$14.1K -213 -6%
AIP
160
Ahrens Investment Partners
Louisiana
$201K +$208K +3,148 New
AWM
161
Accel Wealth Management
Iowa
$198K -$12.9K -195 -6%
ACA
162
Atlas Capital Advisors
Wyoming
$172K +$135K +2,043 +312%
Koshinski Asset Management
163
Koshinski Asset Management
Illinois
$157K +$163K +2,464 New
Franklin Resources
164
Franklin Resources
California
$143K
CF
165
Centaurus Financial
California
$142K
MHR
166
Matthew Hamilton Rosenberg
$141K
SBL
167
Sargent Bickham Lagudis
Colorado
$104K +$330 +5 +0.3%
Barclays
168
Barclays
United Kingdom
$91K +$61.7K +934 +189%
IF
169
Ironwood Financial
Arizona
$78K
Qube Research & Technologies (QRT)
170
Qube Research & Technologies (QRT)
United Kingdom
$76K +$53.9K +816 +220%
CFA
171
Carroll Financial Associates
North Carolina
$75K
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$72K +$3.17K +48 +4%
APA
173
American Portfolios Advisors
New York
$69.5K +$35.7K +540 +99%
FGAM
174
Financial Gravity Asset Management
Texas
$64K +$132 +2 New
AIM
175
Anchor Investment Management
South Carolina
$63.8K