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Fidelity MSCI Health Care Index ETF

278 hedge funds and large institutions have $1.07B invested in Fidelity MSCI Health Care Index ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

53% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 72

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more funds holding

Funds holding: 263278 (+15)

0.99% more ownership

Funds ownership: 35.33%36.32% (+0.99%)

1% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$8.27M)

Holders
278
Holders Change
+15
Holders Change %
+5.7%
% of All Funds
4.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
40
Increased
110
Reduced
72
Closed
21
Calls
$230K
Puts
Net Calls
+$230K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$3.21M -$849K -13,333 -21%
JP Morgan Chase
52
JP Morgan Chase
New York
$3.05M +$14.7K +231 +0.5%
AWMS
53
Advocacy Wealth Management Services
Georgia
$2.97M +$2.85M +44,741 New
SIA
54
Soltis Investment Advisors
Utah
$2.93M +$672K +10,554 +31%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$2.77M +$943K +14,813 +54%
VC
56
Vicus Capital
Pennsylvania
$2.7M -$97K -1,523 -4%
BWM
57
Birchcreek Wealth Management
Ohio
$2.65M +$401K +6,294 +18%
SG
58
StoneX Group
New York
$2.65M -$5.16M -81,071 -67%
HCA
59
Heck Capital Advisors
Wisconsin
$2.59M -$40.8K -641 -2%
NA
60
NewEdge Advisors
Louisiana
$2.51M +$34.9K +548 +1%
SSWM
61
Smith Salley Wealth Management
North Carolina
$2.44M +$334K +5,247 +16%
LFS
62
Legacy Financial Strategies
Kansas
$2.37M +$80.9K +1,271 +4%
ST
63
Spinnaker Trust
Maine
$2.36M +$92.3K +1,450 +4%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$2.35M -$2.55K -40 -0.1%
MWM
65
Maltin Wealth Management
New Jersey
$2.33M +$50.4K +791 +2%
SCA
66
Snowden Capital Advisors
New York
$2.22M +$309K +4,857 +17%
AB
67
Atlas Brown
Kentucky
$2.21M -$31.6K -496 -1%
LNC
68
Lincoln National Corp
Pennsylvania
$2.19M +$247K +3,877 +13%
IAN
69
Integrated Advisors Network
Texas
$2.19M -$179K -2,816 -8%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$2.05M +$26.9K +423 +1%
RSWM
71
Robertson Stephens Wealth Management
California
$2.02M
PWMG
72
Pinnacle Wealth Management Group
Michigan
$1.99M +$1.93M +30,357 New
AAS
73
Ameritas Advisory Services
Nebraska
$1.94M +$4.58K +72 +0.2%
IA
74
IFP Advisors
Florida
$1.93M +$2.3M +36,198 +392%
JWCA
75
J.W. Cole Advisors
Florida
$1.88M +$90.6K +1,423 +5%