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Fidelity MSCI Health Care Index ETF

293 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Health Care Index ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 107 increasing their positions, 112 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0.5% more ownership

Funds ownership: 41.56%42.06% (+0.5%)

2% less capital invested

Capital invested by funds: $1.26B → $1.23B (-$30.5M)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

4% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 112

2% less funds holding

Funds holding: 298293 (-5)

Holders
293
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
4.65%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
23
Increased
107
Reduced
112
Closed
24
Calls
$376K
Puts
Net Calls
+$376K
Net Calls Change
+$92K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
101
MML Investors Services
Massachusetts
$1.29M +$257K +4,086 +24%
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$1.27M
MMA
103
Miracle Mile Advisors
California
$1.21M -$99.5K -1,584 -7%
NS
104
NBC Securities
Alabama
$1.11M +$1.15M +18,321 New
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$1.09M +$1.13M +18,021 New
TCM
106
Tandem Capital Management
New Jersey
$1.05M -$12.7K -202 -1%
SW
107
SVB Wealth
Massachusetts
$1.03M -$36K -573 -3%
DWM
108
Dakota Wealth Management
Florida
$1.02M -$11.6K -185 -1%
MAM
109
Marotta Asset Management
Virginia
$1.02M +$656K +10,448 +164%
TRCT
110
Tower Research Capital (TRC)
New York
$1.02M -$463K -7,370 -31%
CPA
111
Court Place Advisors
Maryland
$1.01M -$6.28K -100 -0.6%
NL
112
NWAM LLC
Washington
$1.01M +$508K +8,080 +94%
AAS
113
Avantax Advisory Services
Texas
$997K -$27.3K -434 -3%
APWM
114
Atlas Private Wealth Management
New York
$957K -$621K -9,878 -38%
SWM
115
Spire Wealth Management
Virginia
$931K +$38.9K +619 +4%
FA
116
Faithward Advisors
Pennsylvania
$907K +$6.66K +106 +0.7%
PFA
117
Pathway Financial Advisers
Indiana
$904K +$937K +14,914 New
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$891K -$2.08M -33,089 -69%
MCM
119
MAI Capital Management
Ohio
$887K -$46.4K -738 -5%
COCM
120
Charter Oak Capital Management
New Hampshire
$882K -$22.7K -362 -2%
CH
121
Canton Hathaway
Rhode Island
$870K -$44K -700 -5%
JIP
122
Jaffetilchin Investment Partners
Florida
$847K -$1.07K -17 -0.1%
Fisher Asset Management
123
Fisher Asset Management
Washington
$807K +$158K +2,510 +23%
PAG
124
Private Advisor Group
New Jersey
$796K -$652K -10,380 -44%
AWA
125
Arkadios Wealth Advisors
Georgia
$794K +$107K +1,695 +15%