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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
BFA
176
Beaumont Financial Advisors
Massachusetts
$278K
BSW
177
Buckingham Strategic Wealth
Missouri
$278K +$297K +4,824 New
PJSIMP
178
P.J. Schmidt Investment Management (PJS)
Wisconsin
$264K +$10.6K +173 +4%
RWA
179
River Wealth Advisors
Pennsylvania
$262K +$13K +211 +5%
CST
180
Charles Schwab Trust
Nevada
$258K -$12.3K -200 -4%
AF
181
AtlasMark Financial
Texas
$254K
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$241K +$53.3K +867 +26%
RCA
183
Reitz Capital Advisors
Michigan
$240K -$31.4K -510 -11%
JIC
184
Johnson Investment Counsel
Ohio
$240K +$22.9K +372 +10%
SCP
185
Silverleafe Capital Partners
Tennessee
$238K +$30.1K +489 +13%
TCMP
186
Thrive Capital Management (Pennsylvania)
Pennsylvania
$237K +$615 +10 +0.2%
GWM
187
Geneos Wealth Management
Colorado
$231K -$130K -2,107 -34%
CI
188
CX Institutional
Indiana
$228K +$243K +3,953 New
WIA
189
World Investment Advisors
California
$203K
HSA
190
HBK Sorce Advisory
Pennsylvania
$203K +$217K +3,522 New
CWC
191
Carolinas Wealth Consulting
North Carolina
$201K +$615 +10 +0.3%
Qube Research & Technologies (QRT)
192
Qube Research & Technologies (QRT)
United Kingdom
$185K +$147K +2,388 +289%
APA
193
American Portfolios Advisors
New York
$163K +$16.5K +268 +10%
AWM
194
Accel Wealth Management
Iowa
$132K
SC
195
SouthState Corp
Florida
$130K
Franklin Resources
196
Franklin Resources
California
$129K -$16.7K -271 -11%
MHR
197
Matthew Hamilton Rosenberg
$127K
AF
198
Allworth Financial
California
$103K +$109K +1,778 New
GEA
199
Glen Eagle Advisors
New Jersey
$101K +$38.7K +630 +56%
ACM
200
Absolute Capital Management
Pennsylvania
$95.5K +$102K +1,657 New