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Fidelity MSCI Health Care Index ETF

298 hedge funds and large institutions have $1.31B invested in Fidelity MSCI Health Care Index ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 108 increasing their positions, 81 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $480K

231% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 16

33% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 81

18% more capital invested

Capital invested by funds: $1.1B → $1.31B (+$201M)

10% more funds holding

Funds holding: 270298 (+28)

1.25% more ownership

Funds ownership: 40.16%41.41% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

Holders
298
Holders Change
+28
Holders Change %
+10.37%
% of All Funds
4.79%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
53
Increased
108
Reduced
81
Closed
16
Calls
$1.62M
Puts
$480K
Net Calls
+$1.14M
Net Calls Change
+$545K
Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
26
McGlone Suttner Wealth Management
Wisconsin
$9.83M +$9.6M +153,607 New
TCM
27
Traynor Capital Management
Pennsylvania
$9.06M +$3.33M +53,218 +60%
AWM
28
AE Wealth Management
Kansas
$8.63M +$817K +13,065 +11%
KAS
29
Kestra Advisory Services
Texas
$8.49M -$2.3M -36,772 -22%
BFA
30
Buttonwood Financial Advisors
Maryland
$8.47M -$26.6K -426 -0.3%
WAM
31
Weatherly Asset Management
California
$7.99M +$344K +5,504 +5%
BIA
32
Barry Investment Advisors
Massachusetts
$7.57M -$2.11M -33,711 -22%
HighTower Advisors
33
HighTower Advisors
Illinois
$7.52M +$213K +3,403 +3%
JP Morgan Chase
34
JP Morgan Chase
New York
$7.48M +$2.91M +46,495 +66%
AWS
35
Atria Wealth Solutions
New York
$7.37M +$1.52M +24,330 +27%
Stifel Financial
36
Stifel Financial
Missouri
$7.36M +$226K +3,616 +3%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$7.12M +$75K +1,200 +1%
IRC
38
Investors Research Corp
Georgia
$7.04M +$441K +7,051 +7%
CAN
39
Cetera Advisor Networks
California
$6.68M +$5.74M +91,864 +732%
MMA
40
Miracle Mile Advisors
California
$6.64M +$6.49M +103,720 New
LA
41
Lifeworks Advisors
Michigan
$6.03M -$1.75K -28 -0%
FPGK
42
Financial Partners Group (Kansas)
Kansas
$6M -$2.42M -38,779 -29%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$5.65M +$2.12M +33,841 +62%
LJAC
44
L.J. Altfest & Co
New York
$5.5M -$57.3K -917 -1%
AIA
45
Armor Investment Advisors
North Carolina
$5.24M -$40.9K -654 -0.8%
RA
46
RFG Advisory
Alabama
$5.21M -$682K -10,901 -12%
CW
47
Connectus Wealth
Ohio
$5.09M +$291K +4,651 +6%
NA
48
NewEdge Advisors
Louisiana
$4.93M +$796K +12,734 +20%
SFCL
49
Strengthening Families & Communities LLC
Massachusetts
$4.92M +$198K +3,167 +4%
ST
50
Spinnaker Trust
Maine
$4.9M +$310K +4,961 +7%