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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
HCA
51
Heck Capital Advisors
Wisconsin
$4.18M +$1.36M +21,973 +48%
PCS
52
Personal CFO Solutions
New Jersey
$4.05M -$56.8K -915 -1%
MFG
53
Monumental Financial Group
Maryland
$3.94M +$672K +10,819 +20%
ECM
54
Exchange Capital Management
Michigan
$3.73M -$81.9K -1,319 -2%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$3.67M -$1.77M -28,558 -32%
AM
56
AGF Management
Ontario, Canada
$3.65M +$1.14M +18,387 +45%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$3.56M +$424K +6,825 +13%
SPIA
58
Steward Partners Investment Advisory
New York
$3.56M +$997K +16,061 +38%
CFG
59
Carr Financial Group
Massachusetts
$3.55M +$586K +9,435 +20%
Prudential Financial
60
Prudential Financial
New Jersey
$3.51M +$786K +12,669 +29%
MWM
61
Mascoma Wealth Management
New Hampshire
$3.49M -$391K -6,307 -10%
NA
62
NewEdge Advisors
Louisiana
$3.28M -$1.55M -24,911 -32%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$3.25M +$2.55M +41,046 +349%
EIA
64
Eldridge Investment Advisors
New Hampshire
$3.14M -$28.1K -453 -0.9%
Northern Trust
65
Northern Trust
Illinois
$3.08M -$815K -13,126 -21%
CAGAS
66
Capital Advisory Group Advisory Services
Minnesota
$2.8M -$9.31K -150 -0.3%
TGAM
67
TBH Global Asset Management
Tennessee
$2.79M -$396K -6,384 -12%
LFS
68
Legacy Financial Strategies
Kansas
$2.74M +$145K +2,332 +6%
MWM
69
Maltin Wealth Management
New Jersey
$2.58M +$54.2K +873 +2%
BWM
70
Birchcreek Wealth Management
Ohio
$2.57M -$207K -3,339 -7%
SIA
71
Soltis Investment Advisors
Utah
$2.32M -$949K -15,282 -29%
SSWM
72
Smith Salley Wealth Management
North Carolina
$2.31M +$25K +403 +1%
SCA
73
Snowden Capital Advisors
New York
$2.27M +$34.3K +553 +2%
ACA
74
Atlas Capital Advisors
Wyoming
$2.26M -$1.63M -26,268 -42%
Mariner
75
Mariner
Kansas
$2.2M -$49K -790 -2%