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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
SPIA
76
Steward Partners Investment Advisory
New York
$2.67M +$2.61M +41,745 +80,279%
AWMS
77
Advocacy Wealth Management Services
Georgia
$2.65M +$64.7K +1,035 +3%
MWM
78
Maltin Wealth Management
New Jersey
$2.63M +$155K +2,481 +6%
AM
79
AGF Management
Ontario, Canada
$2.62M +$2.56M +40,986 New
BFA
80
Beaumont Financial Advisors
Massachusetts
$2.53M +$2.17M +34,686 +719%
BAM
81
Beaumont Asset Management
Texas
$2.47M +$118K +1,880 +5%
LNC
82
Lincoln National Corp
Pennsylvania
$2.46M -$285K -4,565 -11%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$2.46M +$2.4M +38,450 New
SSWM
84
Smith Salley Wealth Management
North Carolina
$2.38M -$23.3K -372 -1%
Mariner
85
Mariner
Kansas
$2.34M -$99.5K -1,591 -4%
SCA
86
Snowden Capital Advisors
New York
$2.33M -$287K -4,583 -11%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$2.3M -$368K -5,883 -14%
Goldman Sachs
88
Goldman Sachs
New York
$2.21M -$118K -1,886 -5%
PAG
89
Private Advisor Group
New Jersey
$2.01M +$2.05M +32,709 +307%
JWCA
90
J.W. Cole Advisors
Florida
$1.98M +$36.1K +577 +2%
RSWM
91
Robertson Stephens Wealth Management
California
$1.96M
AI
92
Atria Investments
North Carolina
$1.96M +$13.8K +221 +0.7%
FAM
93
Forte Asset Management
New York
$1.85M +$1.81M +28,957 New
IA
94
IFP Advisors
Florida
$1.85M -$102K -1,636 -4%
AB
95
Atlas Brown
Kentucky
$1.81M -$48K -768 -3%
SG
96
StoneX Group
New York
$1.8M -$109K -1,738 -6%
KPWS
97
Kestra Private Wealth Services
Texas
$1.77M -$23.1K -369 -1%
IAN
98
Integrated Advisors Network
Texas
$1.76M -$188K -3,002 -10%
DFG
99
Demars Financial Group
Washington
$1.69M +$70.3K +1,125 +4%
VA
100
Valmark Advisers
Ohio
$1.66M +$76.2K +1,218 +5%