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Fidelity MSCI Health Care Index ETF

270 hedge funds and large institutions have $1.1B invested in Fidelity MSCI Health Care Index ETF in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 118 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 66

1% more capital invested

Capital invested by funds: $1.09B → $1.1B (+$13.6M)

0.92% more ownership

Funds ownership: 39.24%40.16% (+0.92%)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

3% less funds holding

Funds holding: 277270 (-7)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

Holders
270
Holders Change
-7
Holders Change %
-2.53%
% of All Funds
4.65%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.29%
New
26
Increased
118
Reduced
66
Closed
27
Calls
$594K
Puts
Net Calls
+$594K
Net Calls Change
+$229K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$20K -$79.8K -1,298 -79%
ME
227
McIlrath & Eck
Washington
$20K
PMFA
228
Plante Moran Financial Advisors
Michigan
$19K -$799 -13 -4%
EWM
229
EPG Wealth Management
Georgia
$18K +$19.1K +310 New
AWM
230
Abound Wealth Management
Tennessee
$17.2K
AF
231
Advisornet Financial
Minnesota
$17K
FHA
232
First Horizon Advisors
Tennessee
$17K
DWP
233
Destiny Wealth Partners
Florida
$16K
GWSG
234
GPS Wealth Strategies Group
Colorado
$15K
PFA
235
Professional Financial Advisors
Nebraska
$15K
RIA
236
Realta Investment Advisors
Delaware
$14K +$14.8K +240 New
BWM
237
Baystate Wealth Management
Massachusetts
$14K +$15.4K +250 New
EW
238
Element Wealth
Mississippi
$13K +$61 +1 +0.4%
TFM
239
TFC Financial Management
Massachusetts
$12K +$12.3K +200 New
TF
240
TimeScale Financial
Massachusetts
$12K +$12.9K +209 New
PA
241
Parallel Advisors
California
$11K +$6.76K +110 +128%
GI
242
Gradient Investments
Minnesota
$10K -$492 -8 -4%
IFAM
243
Institutional & Family Asset Management
Colorado
$10K
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$10K
PP
245
PFS Partners
New Jersey
$8.71K
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$8K -$8.92K -145 -51%
BWM
247
BerganKDV Wealth Management
Minnesota
$8K
MA
248
MUFG Americas
New York
$8K
KTC
249
Kistler-Tiffany Companies
Pennsylvania
$8K +$8.24K +134 New
BFEC
250
Benjamin F. Edwards & Company
Missouri
$6K -$23.3K -379 -78%