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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
HSA
176
HBK Sorce Advisory
Pennsylvania
$231K
CWC
177
Carolinas Wealth Consulting
North Carolina
$227K +$221K +3,464 New
ACM
178
Absolute Capital Management
Pennsylvania
$225K -$11.6K -182 -5%
WIA
179
World Investment Advisors
California
$222K +$5.67K +89 +3%
ACM
180
Advisors Capital Management
New Jersey
$221K +$16K +252 +8%
AA
181
Advisory Alpha
Michigan
$218K +$19.2K +302 +10%
BCA
182
Bay Colony Advisors
Massachusetts
$215K -$13.1K -206 -6%
MWM
183
Mission Wealth Management
California
$214K +$127 +2 +0.1%
MCA
184
Millennium Capital Advisors
Arkansas
$208K -$12.7K -200 -6%
SPIA
185
Steward Partners Investment Advisory
New York
$208K -$7.83K -123 -4%
CCM
186
Coldstream Capital Management
Washington
$208K +$446 +7 +0.2%
BCM
187
Beaumont Capital Management
Massachusetts
$207K +$12K +188 +6%
EFSCE
188
Enterprise Financial Services Corp (EFSC)
Missouri
$206K +$200K +3,134 New
CRWM
189
Castle Rock Wealth Management
California
$204K -$124K -1,945 -39%
GWA
190
GGM Wealth Advisors
Maryland
$204K +$197K +3,100 New
MCC
191
Money Concepts Capital
Florida
$188K +$183K +2,868 New
BAM
192
Belpointe Asset Management
Nevada
$168K +$2.99K +47 +2%
AWM
193
Accel Wealth Management
Iowa
$167K -$50.5K -793 -24%
Franklin Resources
194
Franklin Resources
California
$165K +$17.3K +271 +12%
Koshinski Asset Management
195
Koshinski Asset Management
Illinois
$162K
CF
196
Centaurus Financial
California
$162K +$15.3K +240 +11%
APA
197
American Portfolios Advisors
New York
$159K +$13.2K +207 +9%
SC
198
SouthState Corp
Florida
$148K +$144K +2,260 New
MHR
199
Matthew Hamilton Rosenberg
$145K
PFS
200
Prospera Financial Services
Texas
$116K +$113K +1,769 New