We are live on ! Find out more
FHLC icon

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
AA
276
Advisory Alpha
Michigan
-$211K -3,476 Closed
ZIM
277
Zacks Investment Management
Illinois
-$206K -3,397 Closed
MWP
278
Madison Wealth Partners
Wisconsin
-$204K -3,367 Closed
CA
279
Continuum Advisory
Idaho
-$202K -3,325 Closed
ACM
280
Advisors Capital Management
New Jersey
-$202K -3,322 Closed
EWA
281
EP Wealth Advisors
California
-$102K -1,676 Closed
RG
282
Retirement Group
California
-$30K -500 Closed
AW
283
ACG Wealth
Georgia
-$29K -479 Closed
MAM
284
Meeder Asset Management
Ohio
-$26K -426 Closed
SSB
285
Sandy Spring Bank
Maryland
-$25K -415 Closed
CICI
286
Capital Investment Counsel Inc
North Carolina
-$18K -302 Closed
TFS
287
TrustCore Financial Services
Tennessee
-$9K -155 Closed
First Manhattan
288
First Manhattan
New York
-$6K -108 Closed
CSB
289
City State Bank
Iowa
-$6K -100 Closed
SWM
290
Sugarloaf Wealth Management
Georgia
-$6K -100 Closed
CTC
291
Central Trust Company
Missouri
-$6K -92 Closed
AIL
292
AGF Investments LLC
Ontario, Canada
-$2K -40 Closed
SCA
293
Stonebridge Capital Advisors
Minnesota
-$1K -17 Closed
BFG
294
Baron Financial Group
New Jersey
-$971 -16 Closed
CA
295
CoreCap Advisors
Michigan
-$1K -10 Closed