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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
CICI
251
Capital Investment Counsel Inc
North Carolina
$20.8K +$21.6K +344 New
BWM
252
Baystate Wealth Management
Massachusetts
$20.4K +$63 +1 +0.3%
NC
253
NewSquare Capital
Pennsylvania
$20.2K -$11.7K -186 -36%
EWM
254
EPG Wealth Management
Georgia
$18.8K
AWM
255
Abound Wealth Management
Tennessee
$18.2K
HPC
256
HM Payson & Co
Maine
$18.2K -$3.9K -62 -17%
FHA
257
First Horizon Advisors
Tennessee
$18.2K
GGI
258
Godsey & Gibb Inc
Virginia
$18.2K
CPG
259
Cornerstone Planning Group
New Jersey
$17.7K +$13.6K +217 +286%
ANBT
260
American National Bank & Trust
Texas
$13.9K +$14.5K +230 New
EW
261
Element Wealth
Mississippi
$13.8K +$63 +1 +0.4%
GI
262
Gradient Investments
Minnesota
$11K -$1.26K -20 -10%
AAP
263
Arax Advisory Partners
Colorado
$9.91K +$63 +1 +0.6%
CB
264
CNB Bank
Pennsylvania
$7.88K +$8.17K +130 New
FCAS
265
First Command Advisory Services
Texas
$7.21K +$7.48K +119 New
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$7K -$17.8K -284 -72%
CA
267
Crewe Advisors
Utah
$6.48K
HI
268
Hoey Investments
Pennsylvania
$6.48K
CTA
269
Colonial Trust Advisors
South Carolina
$6.06K
PWMG
270
Provence Wealth Management Group
California
$6.06K +$6.28K +100 New
LFG
271
Larson Financial Group
Missouri
$6K
CCA
272
Column Capital Advisors
Indiana
$5.94K
TSWM
273
Tyler-Stone Wealth Management
Ohio
$5K
BLC
274
Brown, Lisle/Cummings
Rhode Island
$4.97K
PP
275
PFS Partners
New Jersey
$4.54K