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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
ACM
176
Advisors Capital Management
New Jersey
$213K -$11.1K -169 -5%
WIA
177
World Investment Advisors
California
$210K +$217K +3,295 New
PJSIMP
178
P.J. Schmidt Investment Management (PJS)
Wisconsin
$210K +$218K +3,315 New
CA
179
Continuum Advisory
Idaho
$208K +$199K +3,034 New
Thrivent Financial for Lutherans
180
Thrivent Financial for Lutherans
Minnesota
$207K
AA
181
Advisory Alpha
Michigan
$207K +$199K +3,020 New
WAOTB
182
Wealth Advisors of Tampa Bay
Florida
$206K +$197K +3,000 New
BCM
183
Beaumont Capital Management
Massachusetts
$203K -$15.3K -233 -7%
BAM
184
Belpointe Asset Management
Nevada
$172K -$44K -669 -21%
Koshinski Asset Management
185
Koshinski Asset Management
Illinois
$169K +$329 +5 +0.2%
TRCT
186
Tower Research Capital (TRC)
New York
$158K -$1.12M -16,980 -88%
Franklin Resources
187
Franklin Resources
California
$154K
CF
188
Centaurus Financial
California
$153K
APA
189
American Portfolios Advisors
New York
$152K +$74.1K +1,127 +104%
MHR
190
Matthew Hamilton Rosenberg
$152K
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$121K -$108K -1,649 -49%
SBL
192
Sargent Bickham Lagudis
Colorado
$113K +$329 +5 +0.3%
FCT
193
First Community Trust
Iowa
$87.5K +$83.8K +1,274 New
CFA
194
Carroll Financial Associates
North Carolina
$81K
Marshall Wace
195
Marshall Wace
United Kingdom
$80K +$77K +1,171 New
AIM
196
Anchor Investment Management
South Carolina
$68.7K
GAM
197
Gemmer Asset Management
California
$66K
AIP
198
Ahrens Investment Partners
Louisiana
$65K -$145K -2,198 -70%
GEA
199
Glen Eagle Advisors
New Jersey
$64.9K
NFG
200
Next Financial Group
Texas
$57K +$5.98K +91 +12%