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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
Bank of America
26
Bank of America
North Carolina
$9.09M -$447K -7,263 -4%
BIA
27
Barry Investment Advisors
Massachusetts
$8.76M -$121K -1,971 -1%
TGAM
28
TBH Global Asset Management
Tennessee
$8.35M +$68.1K +1,108 +0.8%
BFA
29
Buttonwood Financial Advisors
Maryland
$7.85M +$32.4K +527 +0.4%
FPGK
30
Financial Partners Group (Kansas)
Kansas
$7.69M +$319K +5,193 +4%
AWM
31
AE Wealth Management
Kansas
$7.02M +$6.43M +104,521 +604%
WAM
32
Weatherly Asset Management
California
$6.88M +$338K +5,497 +5%
HighTower Advisors
33
HighTower Advisors
Illinois
$6.56M -$149K -2,417 -2%
KCM
34
Karp Capital Management
California
$6.43M -$963K -15,656 -12%
Stifel Financial
35
Stifel Financial
Missouri
$6.43M +$171K +2,783 +3%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$6.34M +$661K +10,751 +11%
IRC
37
Investors Research Corp
Georgia
$5.94M +$678K +11,022 +12%
LA
38
Lifeworks Advisors
Michigan
$5.91M -$292K -4,744 -5%
RA
39
RFG Advisory
Alabama
$5.82M -$536K -8,724 -9%
AWS
40
Atria Wealth Solutions
New York
$5.24M +$185K +3,003 +3%
TCM
41
Traynor Capital Management
Pennsylvania
$5.09M +$570K +9,277 +12%
LJAC
42
L.J. Altfest & Co
New York
$5.01M -$1.01M -16,506 -16%
AIA
43
Armor Investment Advisors
North Carolina
$4.76M -$49.1K -799 -1%
CW
44
Connectus Wealth
Ohio
$4.32M +$708K +11,513 +18%
SFCL
45
Strengthening Families & Communities LLC
Massachusetts
$4.25M +$393K +6,386 +9%
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$4.24M +$176K +2,867 +4%
ST
47
Spinnaker Trust
Maine
$4.13M +$305K +4,955 +7%
JP Morgan Chase
48
JP Morgan Chase
New York
$4.06M +$237K +3,851 +6%
QAM
49
Q3 Asset Management
Michigan
$3.76M +$257K +4,179 +7%
Truist Financial
50
Truist Financial
North Carolina
$3.76M -$439K -7,138 -10%