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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
KAS
26
Kestra Advisory Services
Texas
$9.38M +$862K +13,720 +10%
FIM
27
Freedom Investment Management
Connecticut
$9.28M +$7.88M +125,397 +450%
VC
28
Vicus Capital
Pennsylvania
$9.27M -$286K -4,544 -3%
BFA
29
Buttonwood Financial Advisors
Maryland
$8.56M +$469K +7,458 +6%
CW
30
Connectus Wealth
Ohio
$8.45M -$3.34M -53,224 -28%
Bank of America
31
Bank of America
North Carolina
$8.15M -$174K -2,765 -2%
SFCL
32
Strengthening Families & Communities LLC
Massachusetts
$8.01M +$104K +1,652 +1%
NA
33
NewEdge Advisors
Louisiana
$7.94M +$2.8M +44,540 +51%
IRC
34
Investors Research Corp
Georgia
$7.54M +$289K +4,595 +4%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$7.37M +$11.8K +188 +0.2%
QS
36
Quantitative Strategies
California
$7.08M +$353K +5,620 +5%
UBS Group
37
UBS Group
Switzerland
$6.64M -$162K -2,581 -2%
Stifel Financial
38
Stifel Financial
Missouri
$6.56M +$91.2K +1,451 +1%
SPIA
39
Steward Partners Investment Advisory
New York
$6.53M +$3.1M +49,370 +85%
LA
40
Lifeworks Advisors
Michigan
$6.45M +$35.6K +567 +0.5%
CAN
41
Cetera Advisor Networks
California
$6.07M -$554K -8,823 -8%
AWS
42
Atria Wealth Solutions
New York
$5.18M -$362K -5,759 -6%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$4.94M +$207K +3,296 +4%
AIA
44
Armor Investment Advisors
North Carolina
$4.8M +$79.4K +1,264 +2%
FPGK
45
Financial Partners Group (Kansas)
Kansas
$4.72M -$502K -7,995 -9%
ASN
46
Advisory Services Network
Georgia
$4.65M +$189K +3,015 +4%
LGA
47
Lebenthal Global Advisors
New York
$4.61M -$9.21M -146,499 -66%
BIA
48
Barry Investment Advisors
Massachusetts
$4.38M -$866K -13,783 -16%
EFM
49
Eley Financial Management
Vermont
$4.3M -$93.6K -1,489 -2%
MFG
50
Monumental Financial Group
Maryland
$4.3M -$48.8K -777 -1%