We are live on ! Find out more
FHLC icon

Fidelity MSCI Health Care Index ETF

293 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Health Care Index ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 107 increasing their positions, 112 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0.5% more ownership

Funds ownership: 41.56%42.06% (+0.5%)

2% less capital invested

Capital invested by funds: $1.26B → $1.23B (-$30.5M)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

4% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 112

2% less funds holding

Funds holding: 298293 (-5)

Holders
293
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
4.65%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
23
Increased
107
Reduced
112
Closed
24
Calls
$376K
Puts
Net Calls
+$376K
Net Calls Change
+$92K
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
226
Huntington National Bank
Ohio
$54K
TWC
227
TD Waterhouse Canada
Ontario, Canada
$51.1K -$880 -14 -2%
US Bancorp
228
US Bancorp
Minnesota
$49.4K +$51.2K +815 New
BFPW
229
BOK Financial Private Wealth
Colorado
$48.3K
AA
230
Ancora Advisors
Ohio
$45.9K -$34.2K -545 -42%
HDIM
231
Hanson & Doremus Investment Management
Vermont
$43K
HWA
232
HHM Wealth Advisors
Tennessee
$42.4K
PA
233
Parallel Advisors
California
$41.3K +$8.36K +133 +24%
SAM
234
S.A. Mason
Michigan
$41.1K -$3.14K -50 -7%
AWM
235
Atticus Wealth Management
Florida
$38.8K
AAG
236
Armstrong Advisory Group
Massachusetts
$38.7K
FCT
237
First Community Trust
Iowa
$38.6K
SWA
238
Sutton Wealth Advisors
Florida
$38.2K
CIAS
239
Capital Investment Advisory Services
North Carolina
$37.8K +$35.3K +561 +877%
SIC
240
Salem Investment Counselors
North Carolina
$36.3K -$22K -350 -37%
NFSG
241
Newbridge Financial Services Group
Florida
$36K -$15.1K -241 -29%
WAM
242
WFA Asset Management
Wisconsin
$34.8K +$126 +2 +0.3%
SC
243
Solstein Capital
California
$31.4K
PTC
244
Private Trust Company
Ohio
$29K +$30.1K +479 New
GIA
245
GHP Investment Advisors
Colorado
$27.3K
BCMLT
246
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.2K
NECFA
247
New England Capital Financial Advisors
Connecticut
$24K -$17.1K -272 -41%
GRP
248
Global Retirement Partners
California
$22.2K +$17.2K +274 +282%
ME
249
McIlrath & Eck
Washington
$21.4K
PMFA
250
Plante Moran Financial Advisors
Michigan
$21.3K