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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
KFS
276
Kelly Financial Services
Massachusetts
$1.23K
LC
277
Lindbrook Capital
California
$1.23K
CAL
278
Capital Analysts LLC
Pennsylvania
$1K -$3.89M -62,744 -100%
BWL
279
Bogart Wealth LLC
Virginia
$615
GA
280
GoalVest Advisory
New York
$369 +$372 +6 New
IHWM
281
Iron Horse Wealth Management
Iowa
$351
FGAM
282
Financial Gravity Asset Management
Texas
$215 -$186 -3 -5%
WBC
283
West Branch Capital
Massachusetts
$193
FAM
284
Family Asset Management
South Carolina
$130 +$124 +2 New
HNB
285
Huntington National Bank
Ohio
$61
CSPIA
286
Cary Street Partners Investment Advisory
Virginia
$61 +$62 +1 New
BA
287
Bellwether Advisors
Nebraska
$50
QAM
288
Q3 Asset Management
Michigan
-$2.85M -44,656 Closed
AWMS
289
Advocacy Wealth Management Services
Georgia
-$2.65M -41,374 Closed
FAM
290
Forte Asset Management
New York
-$1.85M -28,957 Closed
SG
291
StoneX Group
New York
-$1.8M -28,104 Closed
DOA
292
D'Orazio & Associates
Virginia
-$537K -8,400 Closed
Qube Research & Technologies (QRT)
293
Qube Research & Technologies (QRT)
United Kingdom
-$409K -6,386 Closed
Wolverine Trading
294
Wolverine Trading
Illinois
-$369K -5,764 Closed
CST
295
Charles Schwab Trust
Nevada
-$287K -4,480 Closed
GWM
296
Geneos Wealth Management
Colorado
-$257K -4,022 Closed
MCC
297
Money Concepts Capital
Florida
-$249K -3,888 Closed
HAS
298
HBW Advisory Services
California
-$223K -3,478 Closed
MWP
299
Madison Wealth Partners
Wisconsin
-$217K -3,387 Closed
OIA
300
OneDigital Investment Advisors
Kansas
-$211K -3,291 Closed