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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
FP
201
Financial Perspectives
Minnesota
$54.4K +$2.43K +37 +5%
HDIM
202
Hanson & Doremus Investment Management
Vermont
$54K
GT
203
Glenmede Trust
Pennsylvania
$51K
SAM
204
S.A. Mason
Michigan
$50K
HWA
205
HHM Wealth Advisors
Tennessee
$48K
TWC
206
TD Waterhouse Canada
Ontario, Canada
$47K +$46K +700 New
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$44K -$31.4K -478 -42%
RFWA
208
RPg Family Wealth Advisory
Massachusetts
$41.4K
FMTCOCP
209
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$41K
Simplex Trading
210
Simplex Trading
Illinois
$40K +$39.2K +597 New
LPWM
211
Lake Point Wealth Management
Texas
$39K +$21.4K +325 +130%
EVM
212
Eaton Vance Management
Massachusetts
$37K
SC
213
Solstein Capital
California
$36K
BFEC
214
Benjamin F. Edwards & Company
Missouri
$35K -$526 -8 -2%
NFSG
215
Newbridge Financial Services Group
Florida
$35K
KPCM
216
Kings Point Capital Management
New York
$34K
MAM
217
Meeder Asset Management
Ohio
$29K
SSB
218
Sandy Spring Bank
Maryland
$28K +$27.3K +415 New
EWM
219
EPG Wealth Management
Georgia
$26K
PMFA
220
Plante Moran Financial Advisors
Michigan
$26K
AA
221
Ancora Advisors
Ohio
$25K -$2.96K -45 -11%
DWP
222
Destiny Wealth Partners
Florida
$25K
ME
223
McIlrath & Eck
Washington
$24K
William Blair & Company
224
William Blair & Company
Illinois
$24K
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$22K +$20.6K +314 New