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Fidelity MSCI Health Care Index ETF

237 hedge funds and large institutions have $953M invested in Fidelity MSCI Health Care Index ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

73% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 55

8% more funds holding

Funds holding: 220237 (+17)

1% more capital invested

Capital invested by funds: $944M → $953M (+$9.69M)

0.82% less ownership

Funds ownership: 38.48%37.66% (-0.82%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
237
Holders Change
+17
Holders Change %
+7.73%
% of All Funds
4.16%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
35
Increased
95
Reduced
55
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$279M +$7.13M +120,628 +3%
CI
2
Clal Insurance
Israel
$64.3M
Lido Advisors
3
Lido Advisors
California
$53.9M +$5.05M +85,449 +10%
RWP
4
RWA Wealth Partners
Massachusetts
$39.7M -$6.88M -116,293 -15%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$33.4M -$30.2K -510 -0.1%
FSC
6
Full Sail Capital
Oklahoma
$29.2M +$1.99M +33,669 +7%
HI
7
Harbour Investments
Wisconsin
$20.2M +$20.2M +342,037 New
HF
8
Halpern Financial
Virginia
$17.7M -$408K -6,904 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$16.7M -$335K -5,664 -2%
Bank of America
10
Bank of America
North Carolina
$16.5M +$880K +14,875 +6%
TIA
11
Traphagen Investment Advisors
New Jersey
$15.7M +$3.02M +51,074 +24%
LPL Financial
12
LPL Financial
California
$12.2M +$1.96M +33,060 +19%
Morgan Stanley
13
Morgan Stanley
New York
$12.1M +$878K +14,838 +8%
KCM
14
Karp Capital Management
California
$11.8M +$833K +14,085 +8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$11.1M -$9.62M -162,626 -46%
KAS
16
Kestra Advisory Services
Texas
$10.7M -$3.5M -59,240 -25%
LJAC
17
L.J. Altfest & Co
New York
$10.5M +$1.03M +17,366 +11%
Ameriprise
18
Ameriprise
Minnesota
$10.1M -$2.95M -49,958 -23%
SPC
19
Sigma Planning Corp
Michigan
$9.69M +$864K +14,606 +10%
ECML
20
Eagle Capital Management (Louisiana)
Louisiana
$9.68M +$115K +1,942 +1%
VC
21
Vicus Capital
Pennsylvania
$9.68M -$751K -12,696 -7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$9.38M -$1.64M -27,694 -15%
LI
23
LVZ Inc
Michigan
$9.29M -$19.4M -327,225 -68%
Wells Fargo
24
Wells Fargo
California
$8.38M -$1.21M -20,495 -13%
NAM
25
NorthCoast Asset Management
Connecticut
$7.97M +$1.64M +27,802 +26%