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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
EFM
51
Eley Financial Management
Vermont
$4.81M +$4.7M +75,239 New
PFGIA
52
Patriot Financial Group Insurance Agency
Massachusetts
$4.79M +$83.8K +1,340 +2%
ASN
53
Advisory Services Network
Georgia
$4.31M +$167K +2,666 +4%
PCS
54
Personal CFO Solutions
New Jersey
$4.27M +$3.86M +61,749 +1,228%
Truist Financial
55
Truist Financial
North Carolina
$4.2M +$23.4K +374 +0.6%
Northern Trust
56
Northern Trust
Illinois
$4.04M +$827K +13,226 +26%
ACA
57
Atlas Capital Advisors
Wyoming
$4.03M +$2.16M +34,469 +121%
CAL
58
Capital Analysts LLC
Pennsylvania
$4.02M -$86.6K -1,385 -2%
ECM
59
Exchange Capital Management
Michigan
$3.97M -$127K -2,035 -3%
MWM
60
Mascoma Wealth Management
New Hampshire
$3.93M -$52.6K -842 -1%
MFG
61
Monumental Financial Group
Maryland
$3.41M +$698K +11,170 +27%
SIA
62
Soltis Investment Advisors
Utah
$3.39M +$56.1K +897 +2%
AAS
63
Ameritas Advisory Services
Nebraska
$3.37M +$1.44M +23,002 +77%
TGAM
64
TBH Global Asset Management
Tennessee
$3.32M -$5.82M -93,004 -64%
EIA
65
Eldridge Investment Advisors
New Hampshire
$3.3M +$16.4K +262 +0.5%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$3.27M +$322K +5,145 +11%
CFG
67
Carr Financial Group
Massachusetts
$3.09M +$3.02M +48,259 New
BCI
68
Brinker Capital Investments
Pennsylvania
$2.99M -$89.7K -1,435 -3%
HCA
69
Heck Capital Advisors
Wisconsin
$2.94M +$719K +11,506 +33%
CAGAS
70
Capital Advisory Group Advisory Services
Minnesota
$2.92M -$113K -1,811 -4%
BWM
71
Birchcreek Wealth Management
Ohio
$2.88M -$33.9K -542 -1%
QAM
72
Q3 Asset Management
Michigan
$2.85M -$1.26M -20,121 -31%
Prudential Financial
73
Prudential Financial
New Jersey
$2.84M +$1.08M +17,313 +64%
Citadel Advisors
74
Citadel Advisors
Florida
$2.72M +$2.66M +42,559 New
LFS
75
Legacy Financial Strategies
Kansas
$2.7M +$126K +2,016 +5%