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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
GAM
176
Gemmer Asset Management
California
$62K
GEA
177
Glen Eagle Advisors
New Jersey
$60.3K
HDIM
178
Hanson & Doremus Investment Management
Vermont
$50K +$51.9K +785 New
FP
179
Financial Perspectives
Minnesota
$48.2K +$132 +2 +0.3%
LWM
180
Liberty Wealth Management
California
$48K
NFG
181
Next Financial Group
Texas
$47K
SAM
182
S.A. Mason
Michigan
$47K
GT
183
Glenmede Trust
Pennsylvania
$47K +$49.6K +750 New
JCM
184
Jacobi Capital Management
Pennsylvania
$46K +$66 +1 +0.1%
HWA
185
HHM Wealth Advisors
Tennessee
$45K
RFWA
186
RPg Family Wealth Advisory
Massachusetts
$38.5K
FMTCOCP
187
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38K
FHA
188
First Horizon Advisors
Tennessee
$35K +$7.6K +115 +26%
BFEC
189
Benjamin F. Edwards & Company
Missouri
$33K
NFSG
190
Newbridge Financial Services Group
Florida
$33K
SC
191
Solstein Capital
California
$33K
KPCM
192
Kings Point Capital Management
New York
$32K
MAM
193
Meeder Asset Management
Ohio
$27K
AA
194
Ancora Advisors
Ohio
$26K
IWA
195
IBEX Wealth Advisors
New Jersey
$26K +$26.9K +407 New
PMFA
196
Plante Moran Financial Advisors
Michigan
$24K -$6.81K -103 -21%
EWM
197
EPG Wealth Management
Georgia
$24K +$24.9K +376 New
ME
198
McIlrath & Eck
Washington
$23K
DWP
199
Destiny Wealth Partners
Florida
$23K +$23.9K +361 New
William Blair & Company
200
William Blair & Company
Illinois
$22K +$1.59K +24 +7%