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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
CIA
276
Cape Investment Advisory
Georgia
$4.54K +$4.71K +75 New
OLVIG
277
Oliver Lagore Vanvalin Investment Group
Michigan
$4.48K
VWM
278
Venturi Wealth Management
Texas
$4.12K -$529K -8,426 -99%
CT
279
Clearstead Trust
Maine
$3.15K
CA
280
Clearstead Advisors
Ohio
$3.15K +$3.27K +52 New
HGERS
281
Householder Group Estate & Retirement Specialist
Arizona
$2.91K +$3.02K +48 New
BCWM
282
Bartlett & Co Wealth Management
Ohio
$2.06K
BC
283
Bartlett & Co
Ohio
$2K
AssetMark Inc
284
AssetMark Inc
California
$1.88K +$1.95K +31 New
HWM
285
HighMark Wealth Management
Minnesota
$1.48K -$189 -3 -11%
AIM
286
Arcadia Investment Management
Michigan
$1.21K
KFS
287
Kelly Financial Services
Massachusetts
$1.21K
LC
288
Lindbrook Capital
California
$1.21K
FAM
289
Flaharty Asset Management
Florida
$909 +$943 +15 New
BWL
290
Bogart Wealth LLC
Virginia
$606
IHWM
291
Iron Horse Wealth Management
Iowa
$348
FCMT
292
Founders Capital Management (Texas)
Texas
$320
FAM
293
Family Asset Management
South Carolina
$128
WBC
294
West Branch Capital
Massachusetts
$70 -$126 -2 -67%
PWMG
295
Pinnacle Wealth Management Group
Michigan
-$1.67M -26,517 Closed
Goldman Sachs
296
Goldman Sachs
New York
-$937K -14,851 Closed
GCP
297
GSA Capital Partners
United Kingdom
-$722K -11,440 Closed
PG
298
Prostatis Group
Maryland
-$10K -10,036 Closed
AT
299
American Trust
Kentucky
-$592K -9,375 Closed
Renaissance Technologies
300
Renaissance Technologies
New York
-$486K -7,700 Closed