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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
BFEC
176
Benjamin F. Edwards & Company
Missouri
$26K +$166 +3 +0.7%
CFA
177
Carroll Financial Associates
North Carolina
$25K +$5.52K +100 +29%
APA
178
American Portfolios Advisors
New York
$20.7K
ME
179
McIlrath & Eck
Washington
$20K
CCM
180
Cribstone Capital Management
Maine
$20K +$19.1K +347 New
TCM
181
Tradewinds Capital Management
Washington
$19K -$5.46K -99 -23%
William Blair & Company
182
William Blair & Company
Illinois
$19K +$552 +10 +3%
CICI
183
Capital Investment Counsel Inc
North Carolina
$17K
FHA
184
First Horizon Advisors
Tennessee
$17K
PA
185
Parallel Advisors
California
$17K
AF
186
Allworth Financial
California
$17K +$110 +2 +0.7%
HR
187
Howe & Rusling
New York
$17K +$16.6K +300 New
GI
188
Gradient Investments
Minnesota
$14K
MF
189
Manchester Financial
California
$14K
LAI
190
Legal Advantage Investments
California
$14K +$13.8K +250 New
EW
191
Element Wealth
Mississippi
$13K +$55 +1 +0.5%
AA
192
Ancora Advisors
Ohio
$12K
BFC
193
Bedel Financial Consulting
Indiana
$12K
PFA
194
Professional Financial Advisors
Nebraska
$12K
KFS
195
Kelly Financial Services
Massachusetts
$11.5K
SIS
196
Sound Income Strategies
Florida
$10K +$5.63K +102 +134%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$9K
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$9K
VNA
199
Valley National Advisers
Pennsylvania
$9K
BWM
200
BerganKDV Wealth Management
Minnesota
$8K +$55 +1 +0.7%