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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
ASN
51
Advisory Services Network
Georgia
$3.73M +$9.84K +160 +0.2%
NA
52
NewEdge Advisors
Louisiana
$3.71M +$698K +11,348 +21%
CAL
53
Capital Analysts LLC
Pennsylvania
$3.7M +$3.94M +64,153 New
ECM
54
Exchange Capital Management
Michigan
$3.69M -$58.8K -957 -1%
MWM
55
Mascoma Wealth Management
New Hampshire
$3.59M +$228K +3,711 +6%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$3.14M +$954K +15,513 +40%
SIA
57
Soltis Investment Advisors
Utah
$3M +$95K +1,545 +3%
EIA
58
Eldridge Investment Advisors
New Hampshire
$2.96M +$822K +13,367 +35%
Northern Trust
59
Northern Trust
Illinois
$2.88M
BCI
60
Brinker Capital Investments
Pennsylvania
$2.78M +$2.96M +48,210 New
CAGAS
61
Capital Advisory Group Advisory Services
Minnesota
$2.73M -$472K -7,668 -14%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$2.65M -$345K -5,603 -11%
BWM
63
Birchcreek Wealth Management
Ohio
$2.63M -$393K -6,386 -12%
5L
64
55I LLC
Massachusetts
$2.6M -$298K -4,845 -10%
LNC
65
Lincoln National Corp
Pennsylvania
$2.48M +$138K +2,245 +6%
AWMS
66
Advocacy Wealth Management Services
Georgia
$2.44M -$343K -5,585 -12%
MFG
67
Monumental Financial Group
Maryland
$2.42M +$678K +11,026 +36%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$2.41M -$2.2M -35,726 -46%
SCA
69
Snowden Capital Advisors
New York
$2.36M +$274K +4,459 +12%
LFS
70
Legacy Financial Strategies
Kansas
$2.31M +$163K +2,650 +7%
MWM
71
Maltin Wealth Management
New Jersey
$2.23M +$163K +2,649 +7%
Mariner
72
Mariner
Kansas
$2.2M -$73.1K -1,188 -3%
SSWM
73
Smith Salley Wealth Management
North Carolina
$2.16M +$73.2K +1,190 +3%
BAM
74
Beaumont Asset Management
Texas
$2.11M +$488K +7,940 +28%
Goldman Sachs
75
Goldman Sachs
New York
$2.1M +$413K +6,717 +23%