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Fidelity MSCI Health Care Index ETF

236 hedge funds and large institutions have $994M invested in Fidelity MSCI Health Care Index ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 60

4% more capital invested

Capital invested by funds: $953M → $994M (+$40.4M)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

0% less funds holding

Funds holding: 237236 (-1)

0.84% less ownership

Funds ownership: 37.66%36.82% (-0.84%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
236
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
4.11%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
26
Increased
95
Reduced
60
Closed
26
Calls
$389K
Puts
Net Calls
+$389K
Net Calls Change
+$389K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$312M +$9.83M +159,534 +3%
CI
2
Clal Insurance
Israel
$69.5M
Lido Advisors
3
Lido Advisors
California
$64.7M +$6.2M +100,719 +11%
RWP
4
RWA Wealth Partners
Massachusetts
$43.6M +$695K +11,288 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$36.6M +$554K +8,993 +2%
FSC
6
Full Sail Capital
Oklahoma
$34M +$2.36M +38,293 +8%
HI
7
Harbour Investments
Wisconsin
$19.7M -$2.06M -33,452 -10%
Bank of America
8
Bank of America
North Carolina
$18.3M +$449K +7,288 +3%
Osaic Holdings
9
Osaic Holdings
Arizona
$18.2M +$101K +1,632 +0.6%
TIA
10
Traphagen Investment Advisors
New Jersey
$18M +$1.08M +17,603 +7%
KCM
11
Karp Capital Management
California
$13.2M +$399K +6,480 +3%
LPL Financial
12
LPL Financial
California
$13.1M -$79.9K -1,297 -0.6%
HF
13
Halpern Financial
Virginia
$12.6M -$6.34M -102,979 -34%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$12M +$17.2K +280 +0.1%
LJAC
15
L.J. Altfest & Co
New York
$11.6M +$269K +4,372 +2%
Morgan Stanley
16
Morgan Stanley
New York
$11.5M -$1.49M -24,205 -12%
KAS
17
Kestra Advisory Services
Texas
$11.5M -$139K -2,256 -1%
Ameriprise
18
Ameriprise
Minnesota
$10.8M -$193K -3,126 -2%
ECML
19
Eagle Capital Management (Louisiana)
Louisiana
$10.6M +$108K +1,747 +1%
NAM
20
NorthCoast Asset Management
Connecticut
$10.3M +$1.63M +26,533 +20%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$9.79M -$343K -5,577 -4%
SPC
22
Sigma Planning Corp
Michigan
$9.64M -$801K -13,012 -8%
FPGK
23
Financial Partners Group (Kansas)
Kansas
$8.27M +$76.7K +1,245 +1%
Truist Financial
24
Truist Financial
North Carolina
$8.25M +$123K +1,996 +2%
Wells Fargo
25
Wells Fargo
California
$7.71M -$1.3M -21,070 -15%