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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
AAS
126
Avantax Advisory Services
Texas
$601K +$18.3K +297 +3%
SHIM
127
Stone House Investment Management
Pennsylvania
$584K -$22.6K -368 -4%
NL
128
NWAM LLC
Washington
$581K +$4.67K +76 +0.8%
Fisher Asset Management
129
Fisher Asset Management
Washington
$565K -$21.2K -344 -3%
WWM
130
Western Wealth Management
Colorado
$550K +$106K +1,721 +22%
CAC
131
Certified Advisory Corp
Florida
$533K -$366K -5,949 -39%
MA
132
Mutual Advisors
Nebraska
$531K +$82.6K +1,343 +17%
CA
133
Crumly & Associates
Illinois
$516K -$1.6K -26 -0.3%
JIP
134
Jaffetilchin Investment Partners
Florida
$500K +$1.97K +32 +0.4%
WPP
135
Whalerock Point Partners
Rhode Island
$495K +$61 +1 +0%
AT
136
American Trust
Kentucky
$494K +$117K +1,897 +28%
SAM
137
Secure Asset Management
Michigan
$488K +$1.78K +29 +0.3%
DOA
138
D'Orazio & Associates
Virginia
$484K
OCM
139
One Capital Management
California
$484K +$11.3K +184 +2%
MG
140
Mather Group
Illinois
$472K +$32.2K +524 +7%
RCAG
141
Rehmann Capital Advisory Group
Michigan
$472K -$10.8K -175 -2%
TFA
142
Teamwork Financial Advisors
Texas
$470K -$124K -2,012 -20%
VNA
143
Valley National Advisers
Pennsylvania
$465K +$467K +7,601 +4,968%
AWM
144
Avior Wealth Management
Nebraska
$463K +$495K +8,042 New
National Bank of Canada
145
National Bank of Canada
Quebec, Canada
$460K -$10.5K -170 -2%
SAM
146
Sequent Asset Management
Texas
$460K
WHC
147
Wulff, Hansen & Co
California
$438K
NFP
148
NorthLanding Financial Partners
New York
$426K +$454K +7,390 New
SFA
149
Sequoia Financial Advisors
Ohio
$421K -$7.56K -123 -2%
SCA
150
Southern Capital Advisors
Tennessee
$418K +$1.41K +23 +0.3%