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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
CFA
201
Cahill Financial Advisors
Minnesota
$22K +$22.6K +342 New
CICI
202
Capital Investment Counsel Inc
North Carolina
$19K
GGI
203
Godsey & Gibb Inc
Virginia
$19K
GWSG
204
GPS Wealth Strategies Group
Colorado
$17K
PFA
205
Professional Financial Advisors
Nebraska
$17K
FWM
206
Filbrandt Wealth Management
Wisconsin
$16K -$19.8K -299 -54%
LPWM
207
Lake Point Wealth Management
Texas
$16K
RFA
208
Reilly Financial Advisors
California
$16K +$16.3K +247 New
LFG
209
Larson Financial Group
Missouri
$15K +$15.5K +235 New
EW
210
Element Wealth
Mississippi
$14K +$66 +1 +0.5%
WPA
211
West Paces Advisors
Georgia
$13.8K +$14.3K +217 New
BMD
212
Better Money Decisions
New Mexico
$13K +$13.2K +200 New
GI
213
Gradient Investments
Minnesota
$12K
AF
214
Allworth Financial
California
$12K +$66 +1 +0.5%
KFS
215
Kelly Financial Services
Massachusetts
$11.4K -$829K -12,541 -99%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$11K
VNA
217
Valley National Advisers
Pennsylvania
$10K
BWM
218
BerganKDV Wealth Management
Minnesota
$9K
MA
219
MUFG Americas
New York
$9K
TLFA
220
True Link Financial Advisors
California
$8K +$8.79K +133 New
BWA
221
BDO Wealth Advisors
Florida
$7K
BFC
222
Bedel Financial Consulting
Indiana
$7K
IWP
223
IAG Wealth Partners
Wisconsin
$7K +$6.94K +105 New
HI
224
Hoey Investments
Pennsylvania
$6K
IFAM
225
Institutional & Family Asset Management
Colorado
$5K