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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
Charles Schwab
1
Charles Schwab
California
$266M +$83.8M +1,518,554 +49%
CI
2
Clal Insurance
Israel
$58.9M +$60.1M +1,090,000 New
Lido Advisors
3
Lido Advisors
California
$47.8M +$2.03M +36,844 +5%
RWP
4
RWA Wealth Partners
Massachusetts
$45.6M +$3.01M +54,594 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$32.7M -$3.31M -59,908 -10%
LI
6
LVZ Inc
Michigan
$28M +$1.34M +24,331 +5%
FSC
7
Full Sail Capital
Oklahoma
$27.9M -$220K -3,981 -0.9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$20.2M -$1.75M -31,694 -8%
HF
9
Halpern Financial
Virginia
$17.7M -$96.8K -1,755 -0.6%
Truist Financial
10
Truist Financial
North Carolina
$17M -$889K -16,107 -5%
Osaic Holdings
11
Osaic Holdings
Arizona
$16.7M +$71.3K +1,292 +0.4%
Bank of America
12
Bank of America
North Carolina
$15.3M -$74.2K -1,344 -0.5%
KAS
13
Kestra Advisory Services
Texas
$13.8M -$8.33M -150,992 -38%
Ameriprise
14
Ameriprise
Minnesota
$12.8M +$664K +12,033 +6%
TIA
15
Traphagen Investment Advisors
New Jersey
$12.4M +$11.6M +209,652 +4,356%
Morgan Stanley
16
Morgan Stanley
New York
$11M +$718K +13,018 +7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$10.8M +$84K +1,522 +0.8%
KCM
18
Karp Capital Management
California
$10.8M -$98.3K -1,782 -0.9%
VC
19
Vicus Capital
Pennsylvania
$10.2M -$254K -4,608 -3%
LPL Financial
20
LPL Financial
California
$10.1M +$3.09M +55,987 +47%
Wells Fargo
21
Wells Fargo
California
$9.39M -$314K -5,697 -3%
ECML
22
Eagle Capital Management (Louisiana)
Louisiana
$9.37M +$14.7K +266 +0.2%
LJAC
23
L.J. Altfest & Co
New York
$9.29M +$8.88M +160,943 New
SPC
24
Sigma Planning Corp
Michigan
$8.65M +$512K +9,283 +7%
BFA
25
Beaumont Financial Advisors
Massachusetts
$8.64M -$1.16M -21,076 -12%