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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
KPWS
76
Kestra Private Wealth Services
Texas
$1.83M +$23.4K +367 +1%
BAM
77
Beaumont Asset Management
Texas
$1.81M +$95K +1,493 +6%
Goldman Sachs
78
Goldman Sachs
New York
$1.76M -$510K -8,017 -23%
QAM
79
Q3 Asset Management
Michigan
$1.75M +$1.68M +26,468 New
MFG
80
Monumental Financial Group
Maryland
$1.74M +$340K +5,348 +25%
PPA
81
Parametric Portfolio Associates
Washington
$1.61M +$46.5K +731 +3%
SW
82
SVB Wealth
Massachusetts
$1.55M -$358K -5,622 -19%
APWM
83
Atlas Private Wealth Management
New York
$1.54M +$26.2K +412 +2%
CA
84
Crumly & Associates
Illinois
$1.52M -$61K -958 -4%
LA
85
Lynch & Associates
Indiana
$1.52M +$42.8K +673 +3%
LF
86
LifeSteps Financial
California
$1.45M -$71.8K -1,128 -5%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$1.38M
SWMP
88
Signature Wealth Management Partners
New Jersey
$1.37M +$46.6K +732 +4%
LB
89
Leo Brokerage
Texas
$1.28M +$1.24M +19,542 New
FA
90
Faithward Advisors
Pennsylvania
$1.23M +$3.82K +60 +0.3%
VA
91
Valmark Advisers
Ohio
$1.22M +$73.7K +1,157 +7%
FIM
92
Freedom Investment Management
Connecticut
$1.22M +$286K +4,489 +32%
DFG
93
Demars Financial Group
Washington
$1.2M +$280K +4,397 +32%
MML Investors Services
94
MML Investors Services
Massachusetts
$1.18M +$164K +2,584 +17%
TCM
95
Tandem Capital Management
New Jersey
$1.18M +$14.6K +230 +1%
HAS
96
HBW Advisory Services
California
$1.16M +$892K +14,013 +378%
CPA
97
Court Place Advisors
Maryland
$1.16M -$213K -3,340 -16%
AWM
98
AE Wealth Management
Kansas
$1.14M -$166K -2,615 -13%
WA
99
Win Advisors
Florida
$1.14M +$1.1M +17,299 New
MA
100
Maxele Advisors
Missouri
$1.12M -$10.3K -162 -0.9%