We are live on ! Find out more
FHLC icon

Fidelity MSCI Health Care Index ETF

286 hedge funds and large institutions have $1.17B invested in Fidelity MSCI Health Care Index ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.48% less ownership

Funds ownership: 41.41%40.92% (-0.48%)

4% less funds holding

Funds holding: 298286 (-12)

10% less capital invested

Capital invested by funds: $1.31B → $1.17B (-$131M)

13% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 30

14% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 112

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
286
Holders Change
-12
Holders Change %
-4.03%
% of All Funds
4.56%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
26
Increased
96
Reduced
112
Closed
30
Calls
$566K
Puts
Net Calls
+$566K
Net Calls Change
-$573K
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
226
HHM Wealth Advisors
Tennessee
$43K
NECFA
227
New England Capital Financial Advisors
Connecticut
$41.1K
AAG
228
Armstrong Advisory Group
Massachusetts
$39.2K -$9.5K -153 -19%
FCT
229
First Community Trust
Iowa
$39.2K
CPFP
230
Clear Perspectives Financial Planning
Ohio
$36.9K -$37.2K -600 -50%
SIC
231
Salem Investment Counselors
North Carolina
$36.9K +$6.21K +100 +20%
WAM
232
WFA Asset Management
Wisconsin
$35K +$124 +2 +0.4%
HGERS
233
Householder Group Estate & Retirement Specialist
Arizona
$35K +$35.6K +574 New
BONH
234
Bank of New Hampshire
New Hampshire
$32.3K
SC
235
Solstein Capital
California
$31.8K
FFA
236
Farther Finance Advisors
California
$30.7K
LTI
237
Laffer Tengler Investments
Tennessee
$29.8K +$30K +484 New
GIA
238
GHP Investment Advisors
Colorado
$27.6K
PO
239
Private Ocean
California
$25.1K -$62 -1 -0.2%
ME
240
McIlrath & Eck
Washington
$21.8K
PMFA
241
Plante Moran Financial Advisors
Michigan
$20K
EWM
242
EPG Wealth Management
Georgia
$19.1K
AF
243
Advisornet Financial
Minnesota
$18.4K
FHA
244
First Horizon Advisors
Tennessee
$18.4K
GGI
245
Godsey & Gibb Inc
Virginia
$18.4K
HPC
246
HM Payson & Co
Maine
$18.4K +$18.6K +300 New
AWM
247
Abound Wealth Management
Tennessee
$18.4K +$62 +1 +0.3%
PFG
248
Piershale Financial Group
Illinois
$16.9K
GWSG
249
GPS Wealth Strategies Group
Colorado
$16.5K +$16.6K +268 New
BWM
250
Baystate Wealth Management
Massachusetts
$15.5K +$62 +1 +0.4%