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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
MA
101
Maxele Advisors
Missouri
$1.05M +$26K +423 +2%
CPA
102
Court Place Advisors
Maryland
$1.01M
RBFC
103
Roman Butler Fullerton & Co
Missouri
$965K +$1.54K +25 +0.2%
FA
104
Faithward Advisors
Pennsylvania
$953K -$136K -2,211 -12%
SS
105
Sunbelt Securities
Texas
$881K +$39.2K +637 +4%
LF
106
LifeSteps Financial
California
$872K -$239K -3,882 -20%
CH
107
Canton Hathaway
Rhode Island
$870K -$45.5K -740 -5%
MCM
108
MAI Capital Management
Ohio
$860K -$7.44K -121 -0.8%
AII
109
AGF Investments Inc
Ontario, Canada
$784K +$836K +13,601 New
WI
110
WBI Investments
New Jersey
$772K +$492K +8,001 +146%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$771K -$1M -16,263 -55%
AF
112
Apexium Financial
Texas
$769K +$247K +4,011 +43%
BRWA
113
B. Riley Wealth Advisors
Florida
$754K -$28.5K -463 -3%
VWM
114
Venturi Wealth Management
Texas
$749K -$36.2K -588 -4%
AWA
115
Arkadios Wealth Advisors
Georgia
$742K +$6.64K +108 +0.8%
SWM
116
Spire Wealth Management
Virginia
$734K -$187K -3,035 -19%
CAN
117
Cetera Advisor Networks
California
$724K -$52K -845 -6%
EFS
118
Essex Financial Services
Connecticut
$693K -$36.5K -594 -5%
CPSAC
119
Chas P. Smith & Associates (CPS)
Florida
$692K +$4.92K +80 +0.7%
WA
120
Wealthstar Advisors
Texas
$667K +$5.04K +82 +0.7%
BAM
121
Belpointe Asset Management
Nevada
$658K +$48.3K +785 +7%
COCM
122
Charter Oak Capital Management
New Hampshire
$657K -$158K -2,567 -18%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$655K +$165K +2,677 +31%
Creative Planning
124
Creative Planning
Kansas
$645K +$75.1K +1,221 +12%
PAG
125
Private Advisor Group
New Jersey
$614K +$79.3K +1,289 +14%