We are live on ! Find out more
FHLC icon

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
Charles Schwab
1
Charles Schwab
California
$255M -$81.3M -1,236,121 -25%
Lido Advisors
2
Lido Advisors
California
$87.2M +$10.5M +160,332 +14%
CI
3
Clal Insurance
Israel
$74.8M
RWP
4
RWA Wealth Partners
Massachusetts
$49.9M +$2.28M +34,640 +5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$40.7M +$84K +1,277 +0.2%
FSC
6
Full Sail Capital
Oklahoma
$36.2M +$694K +10,561 +2%
LPL Financial
7
LPL Financial
California
$22.2M +$1.24M +18,876 +6%
TIA
8
Traphagen Investment Advisors
New Jersey
$21.7M +$1.02M +15,512 +5%
Osaic Holdings
9
Osaic Holdings
Arizona
$21.3M -$1.42M -21,641 -7%
HI
10
Harbour Investments
Wisconsin
$21.2M -$315K -4,790 -2%
KCM
11
Karp Capital Management
California
$15.1M +$684K +10,405 +5%
HF
12
Halpern Financial
Virginia
$14.8M +$221K +3,365 +2%
KAS
13
Kestra Advisory Services
Texas
$14.5M -$4.39M -66,760 -24%
Ameriprise
14
Ameriprise
Minnesota
$13.7M +$2.08M +31,687 +19%
Morgan Stanley
15
Morgan Stanley
New York
$13.4M +$1.07M +16,255 +9%
Bank of America
16
Bank of America
North Carolina
$13.3M -$6.2M -94,320 -33%
SPC
17
Sigma Planning Corp
Michigan
$12.8M +$1.24M +18,925 +11%
Truist Financial
18
Truist Financial
North Carolina
$12.4M +$11.1K +169 +0.1%
Wells Fargo
19
Wells Fargo
California
$12.2M -$212K -3,222 -2%
ECML
20
Eagle Capital Management (Louisiana)
Louisiana
$12M +$442K +6,718 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$10.7M -$284K -4,323 -3%
LGA
22
Lebenthal Global Advisors
New York
$10.1M +$9.68M +147,274 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$9.51M -$1.78M -26,999 -16%
LJAC
24
L.J. Altfest & Co
New York
$9.34M -$1.9M -28,830 -17%
BFA
25
Buttonwood Financial Advisors
Maryland
$8.57M +$8.2M +124,756 New