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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
TCM
26
Traynor Capital Management
Pennsylvania
$9.9M +$1.21M +19,453 +14%
AWM
27
AE Wealth Management
Kansas
$9.13M +$845K +13,613 +10%
Bank of America
28
Bank of America
North Carolina
$9.04M -$2.35M -37,871 -20%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$8.52M +$1.69M +27,286 +25%
WAM
30
Weatherly Asset Management
California
$8.33M +$663K +10,687 +9%
KAS
31
Kestra Advisory Services
Texas
$8.22M +$65.5K +1,055 +0.8%
BFA
32
Buttonwood Financial Advisors
Maryland
$8.1M -$35.8K -577 -0.4%
AWS
33
Atria Wealth Solutions
New York
$7.44M +$365K +5,881 +5%
IRC
34
Investors Research Corp
Georgia
$7.08M +$316K +5,091 +5%
Stifel Financial
35
Stifel Financial
Missouri
$6.93M -$146K -2,356 -2%
CAN
36
Cetera Advisor Networks
California
$6.86M +$448K +7,216 +7%
BIA
37
Barry Investment Advisors
Massachusetts
$5.97M -$1.31M -21,185 -18%
FPGK
38
Financial Partners Group (Kansas)
Kansas
$5.78M -$40.5K -653 -0.7%
LA
39
Lifeworks Advisors
Michigan
$5.6M -$190K -3,056 -3%
JP Morgan Chase
40
JP Morgan Chase
New York
$5.48M -$1.73M -27,853 -24%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$5.46M +$3.28M +52,877 +147%
AIA
42
Armor Investment Advisors
North Carolina
$4.85M -$187K -3,009 -4%
RA
43
RFG Advisory
Alabama
$4.73M -$320K -5,156 -6%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$4.72M +$122K +1,962 +3%
Truist Financial
45
Truist Financial
North Carolina
$4.7M +$679K +10,944 +17%
JMPWA
46
JP Morgan Private Wealth Advisors
California
$4.57M +$4.61M +74,297 New
ASN
47
Advisory Services Network
Georgia
$4.55M +$405K +6,528 +10%
EFM
48
Eley Financial Management
Vermont
$4.52M -$103K -1,663 -2%
MMA
49
Miracle Mile Advisors
California
$4.33M -$2.06M -33,225 -32%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$4.18M +$4.22M +68,006 New