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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
DLCIG
151
D.L. Carlson Investment Group
New Hampshire
$405K +$307 +5 +0.1%
IAA
152
Independent Advisor Alliance
North Carolina
$398K +$6.83K +111 +2%
FTS
153
Fifth Third Securities
Ohio
$391K -$125K -2,037 -23%
RIA
154
Regal Investment Advisors
Michigan
$389K +$12.4K +202 +3%
Bank of New York Mellon
155
Bank of New York Mellon
New York
$383K
FFS
156
Founders Financial Securities
Maryland
$372K +$397K +6,459 New
WA
157
WBH Advisory
Maryland
$370K +$4.98K +81 +1%
TRCT
158
Tower Research Capital (TRC)
New York
$351K -$1.18M -19,258 -76%
PSF
159
Pacific Sun Financial
California
$334K -$7.38K -120 -2%
CWM
160
Congress Wealth Management
Massachusetts
$334K -$1.66K -27 -0.5%
RJA
161
Raymond James & Associates
Florida
$330K +$1.97K +32 +0.6%
EIP
162
Ellis Investment Partners
Pennsylvania
$329K +$1.11K +18 +0.3%
MWM
163
Mission Wealth Management
California
$322K +$87.2K +1,418 +34%
CWM
164
Calamos Wealth Management
Illinois
$307K
SMG
165
Spectrum Management Group
Indiana
$301K
Neuberger Berman Group
166
Neuberger Berman Group
New York
$300K -$22.8K -371 -7%
CWP
167
Corepath Wealth Partners
Arizona
$300K
CF
168
Centaurus Financial
California
$300K +$164K +2,667 +105%
MW
169
Milestone Wealth
New York
$298K
XWM
170
Xcel Wealth Management
Florida
$297K
AWA
171
Artemis Wealth Advisors
New York
$297K
OPS
172
Orion Portfolio Solutions
Nebraska
$296K +$316K +5,142 New
PCS
173
Personal CFO Solutions
New Jersey
$290K -$4.61K -75 -1%
WMA
174
Wealth Management Associates
New Jersey
$288K +$61 +1 +0%
AIP
175
Almanack Investment Partners
Pennsylvania
$279K -$738 -12 -0.2%