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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
Charles Schwab
1
Charles Schwab
California
$254M +$10.1M +158,530 +4%
Lido Advisors
2
Lido Advisors
California
$86.7M +$3.17M +49,797 +4%
CI
3
Clal Insurance
Israel
$71.6M
RWP
4
RWA Wealth Partners
Massachusetts
$50.3M +$2.49M +39,099 +5%
FSC
5
Full Sail Capital
Oklahoma
$37.7M -$878K -13,792 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$37.3M -$1.62M -25,421 -4%
TIA
7
Traphagen Investment Advisors
New Jersey
$28.4M +$7.39M +116,056 +37%
Osaic Holdings
8
Osaic Holdings
Arizona
$20.5M +$424K +6,663 +2%
LPL Financial
9
LPL Financial
California
$20.5M -$732K -11,501 -4%
LGA
10
Lebenthal Global Advisors
New York
$19.3M +$9.35M +146,899 +100%
HF
11
Halpern Financial
Virginia
$15.1M +$928K +14,581 +7%
KAS
12
Kestra Advisory Services
Texas
$14.1M +$164K +2,583 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$13.6M +$4.42M +69,388 +50%
BFA
14
Beaumont Financial Advisors
Massachusetts
$12.6M +$9.95M +156,353 +431%
Ameriprise
15
Ameriprise
Minnesota
$12.5M -$537K -8,429 -4%
ECML
16
Eagle Capital Management (Louisiana)
Louisiana
$11.5M +$87K +1,367 +0.8%
Bank of America
17
Bank of America
North Carolina
$11.5M -$1.2M -18,836 -10%
Wells Fargo
18
Wells Fargo
California
$11M -$681K -10,701 -6%
BIA
19
Barry Investment Advisors
Massachusetts
$10.3M +$9.97M +156,682 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$9.36M -$830K -13,041 -8%
KCM
21
Karp Capital Management
California
$9.23M -$5.07M -79,637 -36%
Morgan Stanley
22
Morgan Stanley
New York
$8.92M -$3.79M -59,613 -31%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$8.47M +$3.04M +47,701 +59%
BFA
24
Buttonwood Financial Advisors
Maryland
$8.44M +$243K +3,817 +3%
CW
25
Connectus Wealth
Ohio
$8.17M +$7.57M +118,927 New