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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
ACA
176
Atlas Capital Advisors
Wyoming
$41.7K +$36.3K +589 +906%
RFWA
177
RPg Family Wealth Advisory
Massachusetts
$38.4K +$37.1K +603 New
FMTCOCP
178
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38K +$37K +600 New
EVM
179
Eaton Vance Management
Massachusetts
$35K -$46.2K -750 -58%
FWM
180
Filbrandt Wealth Management
Wisconsin
$35K +$123 +2 +0.4%
APA
181
American Portfolios Advisors
New York
$34.9K +$9.55K +155 +39%
CAAS
182
Capital Asset Advisory Services
Michigan
$34K +$4.8K +78 +17%
BFEC
183
Benjamin F. Edwards & Company
Missouri
$33K +$5.11K +83 +19%
NFSG
184
Newbridge Financial Services Group
Florida
$33K +$25.2K +409 +405%
SC
185
Solstein Capital
California
$33K +$32.1K +522 New
KPCM
186
Kings Point Capital Management
New York
$32K
Barclays
187
Barclays
United Kingdom
$32K +$30.5K +495 New
PMFA
188
Plante Moran Financial Advisors
Michigan
$31K
FHA
189
First Horizon Advisors
Tennessee
$28K +$8.99K +146 +49%
MAM
190
Meeder Asset Management
Ohio
$27K
AA
191
Ancora Advisors
Ohio
$26K -$1.85K -30 -7%
Qube Research & Technologies (QRT)
192
Qube Research & Technologies (QRT)
United Kingdom
$24K +$8.56K +139 +60%
ME
193
McIlrath & Eck
Washington
$23K
William Blair & Company
194
William Blair & Company
Illinois
$21K
TCM
195
Tradewinds Capital Management
Washington
$21K +$62 +1 +0.3%
CICI
196
Capital Investment Counsel Inc
North Carolina
$19K
PA
197
Parallel Advisors
California
$19K
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$19K +$18.5K +300 New
GGI
199
Godsey & Gibb Inc
Virginia
$19K +$18.5K +300 New
GWSG
200
GPS Wealth Strategies Group
Colorado
$17K