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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
PWMG
101
Pinnacle Wealth Management Group
Michigan
$1.66M +$438 +7 +0%
EH
102
Equitable Holdings
New York
$1.58M -$46.3K -741 -3%
APWM
103
Atlas Private Wealth Management
New York
$1.53M -$34K -544 -2%
LA
104
Lynch & Associates
Indiana
$1.5M -$67.3K -1,076 -4%
SWMP
105
Signature Wealth Management Partners
New Jersey
$1.49M +$4.06K +65 +0.3%
SW
106
SVB Wealth
Massachusetts
$1.36M -$3.56K -57 -0.3%
SCA
107
Southern Capital Advisors
Tennessee
$1.35M +$861K +13,774 +190%
T. Rowe Price Associates
108
T. Rowe Price Associates
Maryland
$1.34M
DWM
109
Dakota Wealth Management
Florida
$1.24M -$82.7K -1,323 -6%
MML Investors Services
110
MML Investors Services
Massachusetts
$1.19M -$13.8K -221 -1%
AAS
111
Avantax Advisory Services
Texas
$1.17M +$492K +7,863 +75%
TCM
112
Tandem Capital Management
New Jersey
$1.15M
RJT
113
Raymond James Trust
Florida
$1.14M -$59.7K -955 -5%
CPA
114
Court Place Advisors
Maryland
$1.13M
EFS
115
Essex Financial Services
Connecticut
$1.1M +$325K +5,205 +43%
FA
116
Faithward Advisors
Pennsylvania
$1.03M -$23.4K -374 -2%
SS
117
Sunbelt Securities
Texas
$980K +$2K +32 +0.2%
CH
118
Canton Hathaway
Rhode Island
$957K -$8.13K -130 -0.9%
AF
119
Apexium Financial
Texas
$941K +$79.5K +1,272 +9%
PFA
120
Pathway Financial Advisers
Indiana
$938K +$916K +14,657 New
MCM
121
MAI Capital Management
Ohio
$930K -$24.3K -389 -3%
LF
122
LifeSteps Financial
California
$884K -$81.8K -1,309 -9%
Marshall Wace
123
Marshall Wace
United Kingdom
$877K +$857K +13,700 New
WI
124
WBI Investments
New Jersey
$874K +$10.6K +170 +1%
SHIM
125
Stone House Investment Management
Pennsylvania
$838K +$186K +2,977 +29%