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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
Fidelity Investments
51
Fidelity Investments
Massachusetts
$4.15M -$258K -4,101 -6%
CFG
52
Carr Financial Group
Massachusetts
$3.96M +$265K +4,218 +7%
PCS
53
Personal CFO Solutions
New Jersey
$3.9M -$113K -1,802 -3%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$3.89M +$3.69M +58,764 +1,083%
HF
55
Halpern Financial
Virginia
$3.88M -$1.11M -17,694 -22%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$3.71M +$1.06M +16,791 +38%
Citadel Advisors
57
Citadel Advisors
Florida
$3.64M +$1.33M +21,192 +55%
ECM
58
Exchange Capital Management
Michigan
$3.49M -$41.9K -667 -1%
HCA
59
Heck Capital Advisors
Wisconsin
$3.36M -$486K -7,741 -12%
SCA
60
Southern Capital Advisors
Tennessee
$3.34M +$57K +907 +2%
AM
61
AGF Management
Ontario, Canada
$3.21M -$200K -3,176 -6%
Truist Financial
62
Truist Financial
North Carolina
$3.21M -$153K -2,441 -4%
MWM
63
Mascoma Wealth Management
New Hampshire
$3.03M -$121K -1,933 -4%
Northern Trust
64
Northern Trust
Illinois
$3M -$40.2K -640 -1%
LFS
65
Legacy Financial Strategies
Kansas
$2.95M +$88.2K +1,404 +3%
SSWM
66
Smith Salley Wealth Management
North Carolina
$2.68M -$201K -3,198 -7%
MWM
67
Maltin Wealth Management
New Jersey
$2.68M +$112K +1,779 +4%
Jane Street
68
Jane Street
New York
$2.53M +$2.06M +32,833 +366%
ACA
69
Atlas Capital Advisors
Wyoming
$2.53M +$324K +5,151 +14%
YWM
70
Yoder Wealth Management
California
$2.52M +$249K +3,970 +11%
Prudential Financial
71
Prudential Financial
New Jersey
$2.52M +$402K +6,399 +18%
SCA
72
Snowden Capital Advisors
New York
$2.47M -$33.6K -535 -1%
CAGAS
73
Capital Advisory Group Advisory Services
Minnesota
$2.47M -$288K -4,582 -10%
IAN
74
Integrated Advisors Network
Texas
$2.46M +$843K +13,409 +49%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$2.45M -$1.35M -21,422 -35%