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Fidelity MSCI Health Care Index ETF

278 hedge funds and large institutions have $1.07B invested in Fidelity MSCI Health Care Index ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

53% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 72

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more funds holding

Funds holding: 263278 (+15)

0.99% more ownership

Funds ownership: 35.33%36.32% (+0.99%)

1% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$8.27M)

Holders
278
Holders Change
+15
Holders Change %
+5.7%
% of All Funds
4.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
40
Increased
110
Reduced
72
Closed
21
Calls
$230K
Puts
Net Calls
+$230K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
151
Raymond James & Associates
Florida
$392K +$573 +9 +0.2%
EIP
152
Ellis Investment Partners
Pennsylvania
$371K -$77.9K -1,224 -18%
MW
153
Milestone Wealth
New York
$355K
WMA
154
Wealth Management Associates
New Jersey
$353K +$4.07K +64 +1%
CWM
155
Calamos Wealth Management
Illinois
$349K
FAIM
156
Financial Advocates Investment Management
Washington
$349K
PCS
157
Personal CFO Solutions
New Jersey
$347K +$31.6K +497 +10%
SMG
158
Spectrum Management Group
Indiana
$342K
XWM
159
Xcel Wealth Management
Florida
$338K
CWP
160
Corepath Wealth Partners
Arizona
$327K -$5.16K -81 -2%
AIP
161
Almanack Investment Partners
Pennsylvania
$319K
RCA
162
Reitz Capital Advisors
Michigan
$307K +$12.7K +200 +4%
CPIA
163
Cornell Pochily Investment Advisors
New York
$305K +$191K +3,006 New
TCMP
164
Thrive Capital Management (Pennsylvania)
Pennsylvania
$296K +$637 +10 +0.2%
RWA
165
River Wealth Advisors
Pennsylvania
$294K +$27.8K +437 +11%
EFS
166
Essex Financial Services
Connecticut
$289K +$280K +4,404 New
AF
167
AtlasMark Financial
Texas
$289K
PSF
168
Pacific Sun Financial
California
$280K +$272K +4,270 New
CWM
169
Congress Wealth Management
Massachusetts
$276K -$189K -2,966 -41%
PJSIMP
170
P.J. Schmidt Investment Management (PJS)
Wisconsin
$268K +$65.3K +1,026 +31%
EH
171
Equitable Holdings
New York
$265K
MWP
172
Madison Wealth Partners
Wisconsin
$250K -$6.81K -107 -3%
JIC
173
Johnson Investment Counsel
Ohio
$248K +$24.5K +385 +11%
SCP
174
Silverleafe Capital Partners
Tennessee
$247K -$523K -8,217 -69%
BPA
175
Beacon Pointe Advisors
California
$239K +$232K +3,645 New