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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
AAS
151
Avantax Advisory Services
Texas
$331K +$2.56K +39 +0.8%
PCS
152
Personal CFO Solutions
New Jersey
$328K -$351K -5,334 -53%
MFM
153
Mirsky Financial Management
New York
$317K -$5.65K -86 -2%
CRWM
154
Castle Rock Wealth Management
California
$313K +$986 +15 +0.3%
WWM
155
Western Wealth Management
Colorado
$310K +$295K +4,484 New
TCMP
156
Thrive Capital Management (Pennsylvania)
Pennsylvania
$308K -$66 -1 -0%
AF
157
AtlasMark Financial
Texas
$302K
OIA
158
OneDigital Investment Advisors
Kansas
$294K +$263 +4 +0.1%
RCA
159
Reitz Capital Advisors
Michigan
$286K
RWA
160
River Wealth Advisors
Pennsylvania
$278K -$25.3K -385 -9%
EH
161
Equitable Holdings
New York
$277K -$313K -4,765 -54%
SXL
162
Summit X LLC
Missouri
$271K -$5.13K -78 -2%
MWP
163
Madison Wealth Partners
Wisconsin
$269K -$3.75K -57 -1%
HAS
164
HBW Advisory Services
California
$255K +$244K +3,711 New
ACM
165
Absolute Capital Management
Pennsylvania
$248K +$238K +3,615 New
MP
166
McDonald Partners
Ohio
$248K +$238K +3,615 New
CFGS
167
Concourse Financial Group Securities
Alabama
$246K -$22.6K -344 -9%
HSA
168
HBK Sorce Advisory
Pennsylvania
$242K
BCA
169
Bay Colony Advisors
Massachusetts
$239K +$9.8K +149 +4%
JIC
170
Johnson Investment Counsel
Ohio
$233K +$223K +3,395 New
MCA
171
Millennium Capital Advisors
Arkansas
$232K +$222K +3,375 New
AWM
172
Accel Wealth Management
Iowa
$227K +$12.9K +196 +6%
SPIA
173
Steward Partners Investment Advisory
New York
$226K -$4.27K -65 -2%
MWM
174
Mission Wealth Management
California
$223K +$66 +1 +0%
CCM
175
Coldstream Capital Management
Washington
$218K +$208K +3,168 New