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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
HCA
76
Heck Capital Advisors
Wisconsin
$1.99M -$158K -2,562 -7%
IA
77
IFP Advisors
Florida
$1.93M +$1.41K +23 +0.1%
RSWM
78
Robertson Stephens Wealth Management
California
$1.76M -$12.5K -203 -0.7%
IAN
79
Integrated Advisors Network
Texas
$1.75M -$15.1K -246 -0.8%
JWCA
80
J.W. Cole Advisors
Florida
$1.75M +$73.1K +1,188 +4%
AI
81
Atria Investments
North Carolina
$1.75M +$372K +6,045 +25%
SG
82
StoneX Group
New York
$1.72M -$46.7K -760 -2%
AAS
83
Ameritas Advisory Services
Nebraska
$1.71M +$36.3K +590 +2%
AB
84
Atlas Brown
Kentucky
$1.67M -$76.2K -1,239 -4%
ACA
85
Atlas Capital Advisors
Wyoming
$1.65M +$854K +13,886 +94%
KPWS
86
Kestra Private Wealth Services
Texas
$1.61M +$22.1K +359 +1%
Prudential Financial
87
Prudential Financial
New Jersey
$1.58M +$387K +6,296 +30%
PWMG
88
Pinnacle Wealth Management Group
Michigan
$1.49M -$350K -5,685 -18%
EH
89
Equitable Holdings
New York
$1.47M +$1.32M +21,490 +540%
DFG
90
Demars Financial Group
Washington
$1.46M +$107K +1,736 +7%
VA
91
Valmark Advisers
Ohio
$1.43M +$81.6K +1,327 +6%
LA
92
Lynch & Associates
Indiana
$1.41M +$78.2K +1,271 +5%
APWM
93
Atlas Private Wealth Management
New York
$1.41M +$46.4K +755 +3%
SWMP
94
Signature Wealth Management Partners
New Jersey
$1.34M +$51K +830 +4%
SW
95
SVB Wealth
Massachusetts
$1.23M -$75.9K -1,235 -5%
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$1.21M
DWM
97
Dakota Wealth Management
Florida
$1.19M +$1.02M +16,527 +401%
MML Investors Services
98
MML Investors Services
Massachusetts
$1.08M +$135K +2,199 +13%
RJT
99
Raymond James Trust
Florida
$1.08M +$1.15M +18,711 New
TCM
100
Tandem Capital Management
New Jersey
$1.08M -$18.4K -300 -2%