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Fidelity MSCI Health Care Index ETF

278 hedge funds and large institutions have $1.07B invested in Fidelity MSCI Health Care Index ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

53% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 72

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more funds holding

Funds holding: 263278 (+15)

0.99% more ownership

Funds ownership: 35.33%36.32% (+0.99%)

1% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$8.27M)

Holders
278
Holders Change
+15
Holders Change %
+5.7%
% of All Funds
4.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
40
Increased
110
Reduced
72
Closed
21
Calls
$230K
Puts
Net Calls
+$230K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$111K -$5.41K -85 -5%
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$110K +$107K +1,675 New
EWA
203
EP Wealth Advisors
California
$110K +$107K +1,676 New
SBL
204
Sargent Bickham Lagudis
Colorado
$108K +$382 +6 +0.4%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$104K +$96.4K +1,515 +2,261%
CFGS
206
Concourse Financial Group Securities
Alabama
$97K -$134K -2,101 -59%
Qube Research & Technologies (QRT)
207
Qube Research & Technologies (QRT)
United Kingdom
$69K +$67.1K +1,054 New
LIA
208
LS Investment Advisors
Michigan
$67K +$65.2K +1,024 New
AIM
209
Anchor Investment Management
South Carolina
$65.7K
AIP
210
Ahrens Investment Partners
Louisiana
$63K +$127 +2 +0.2%
GEA
211
Glen Eagle Advisors
New Jersey
$62K
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$61K +$18K +283 +44%
FP
213
Financial Perspectives
Minnesota
$52.2K +$191 +3 +0.4%
HDIM
214
Hanson & Doremus Investment Management
Vermont
$52K
GT
215
Glenmede Trust
Pennsylvania
$49K
SAM
216
S.A. Mason
Michigan
$48K
TWC
217
TD Waterhouse Canada
Ontario, Canada
$46.4K
HWA
218
HHM Wealth Advisors
Tennessee
$46K
FCT
219
First Community Trust
Iowa
$42K -$40.6K -637 -50%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$42K +$20.4K +321 +102%
RFWA
221
RPg Family Wealth Advisory
Massachusetts
$39.6K
SC
222
Solstein Capital
California
$34K -$255 -4 -0.8%
KPCM
223
Kings Point Capital Management
New York
$33K
NFSG
224
Newbridge Financial Services Group
Florida
$33K
RG
225
Retirement Group
California
$33K +$31.8K +500 New