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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
PFA
201
Professional Financial Advisors
Nebraska
$17K
LPWM
202
Lake Point Wealth Management
Texas
$16K +$15.4K +250 New
EW
203
Element Wealth
Mississippi
$14K +$62 +1 +0.5%
AF
204
Allworth Financial
California
$12K -$6.59K -107 -36%
GI
205
Gradient Investments
Minnesota
$12K
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$11K
CFD
207
Creative Financial Designs
Indiana
$10K -$130K -2,118 -93%
VNA
208
Valley National Advisers
Pennsylvania
$10K
BWM
209
BerganKDV Wealth Management
Minnesota
$9K
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$9K
Citigroup
211
Citigroup
New York
$9K
MA
212
MUFG Americas
New York
$9K
BWA
213
BDO Wealth Advisors
Florida
$7K
BFC
214
Bedel Financial Consulting
Indiana
$7K
TFS
215
TrustCore Financial Services
Tennessee
$7K
HI
216
Hoey Investments
Pennsylvania
$6K
SCA
217
Stonebridge Capital Advisors
Minnesota
$6K +$3.14K +51 +100%
RIA
218
RPG Investment Advisory
California
$5K
SWA
219
SOA Wealth Advisors
New York
$5K
SIS
220
Sound Income Strategies
Florida
$5K
IFAM
221
Institutional & Family Asset Management
Colorado
$5K +$5.24K +85 New
CIAS
222
Capital Investment Advisory Services
North Carolina
$4K -$1.85K -30 -32%
S
223
SignatureFD
Georgia
$4K
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$4K +$4.13K +67 New
AIL
225
AGF Investments LLC
Ontario, Canada
$3K