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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
WEC
201
Winslow Evans & Crocker
Massachusetts
$8K +$1.66K +30 +29%
Citigroup
202
Citigroup
New York
$8K +$7.45K +135 New
BWA
203
BDO Wealth Advisors
Florida
$7K
NFSG
204
Newbridge Financial Services Group
Florida
$6K -$552 -10 -9%
TFS
205
TrustCore Financial Services
Tennessee
$6K
CIAS
206
Capital Investment Advisory Services
North Carolina
$5K
SWA
207
SOA Wealth Advisors
New York
$5K +$4.75K +86 New
HI
208
Hoey Investments
Pennsylvania
$5K +$4.97K +90 New
LGA
209
Lebenthal Global Advisors
New York
$5K +$5.52K +100 New
IWMWV
210
Ironwood Wealth Management (West Virginia)
West Virginia
$4K +$4.14K +75 New
RIA
211
RPG Investment Advisory
California
$4K +$4.19K +76 New
LWA
212
Lowe Wealth Advisors
Maryland
$3K
SWM
213
Selective Wealth Management
Virginia
$3K
S
214
SignatureFD
Georgia
$3K +$3.04K +55 New
AIL
215
AGF Investments LLC
Ontario, Canada
$2K
PFO
216
Pathstone Family Office
New Jersey
$2K +$55 +1 +3%
FRA
217
Front Row Advisors
California
$1K
BFG
218
Baron Financial Group
New Jersey
$924
FI
219
FormulaFolio Investments
Michigan
-$31.8M -603,815 Closed
Goldman Sachs
220
Goldman Sachs
New York
-$1.17M -22,187 Closed
NR
221
Newfound Research
Massachusetts
-$1.13M -21,463 Closed
PG
222
Prostatis Group
Maryland
-$1.1M -20,893 Closed
KeyBank National Association
223
KeyBank National Association
Ohio
-$449K -8,540 Closed
COF
224
Capital One Financial
Virginia
-$304K -5,778 Closed
CST
225
Charles Schwab Trust
Nevada
-$276K -5,244 Closed