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Fidelity MSCI Health Care Index ETF

286 hedge funds and large institutions have $1.17B invested in Fidelity MSCI Health Care Index ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 112 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.48% less ownership

Funds ownership: 41.41%40.92% (-0.48%)

4% less funds holding

Funds holding: 298286 (-12)

10% less capital invested

Capital invested by funds: $1.31B → $1.17B (-$131M)

13% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 30

14% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 112

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
286
Holders Change
-12
Holders Change %
-4.03%
% of All Funds
4.56%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
26
Increased
96
Reduced
112
Closed
30
Calls
$566K
Puts
Net Calls
+$566K
Net Calls Change
-$573K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
176
Coldstream Capital Management
Washington
$296K -$198K -3,193 -40%
SXL
177
Summit X LLC
Missouri
$295K +$298K +4,795 New
RWA
178
River Wealth Advisors
Pennsylvania
$291K +$2.54K +41 +0.9%
CWP
179
Corepath Wealth Partners
Arizona
$290K -$16.7K -269 -6%
OCM
180
One Capital Management
California
$286K -$123K -1,982 -30%
LJAC
181
L.J. Altfest & Co
New York
$282K -$5.05M -81,375 -95%
BSW
182
Buckingham Strategic Wealth
Missouri
$277K
AF
183
AtlasMark Financial
Texas
$270K +$273K +4,400 New
PJSIMP
184
P.J. Schmidt Investment Management (PJS)
Wisconsin
$268K -$12.7K -204 -5%
BFA
185
Beaumont Financial Advisors
Massachusetts
$266K -$2.18M -35,186 -89%
AIP
186
Almanack Investment Partners
Pennsylvania
$255K -$43.3K -698 -14%
SCP
187
Silverleafe Capital Partners
Tennessee
$254K -$683 -11 -0.3%
Neuberger Berman Group
188
Neuberger Berman Group
New York
$250K -$53K -854 -17%
LA
189
LexAurum Advisors
Kansas
$250K +$252K +4,064 New
PA
190
PFG Advisors
Arizona
$249K +$4.72K +76 +2%
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$246K +$1.74K +28 +0.7%
WWM
192
Western Wealth Management
Colorado
$241K +$434 +7 +0.2%
TW
193
TrinityPoint Wealth
Connecticut
$240K +$242K +3,905 New
AWA
194
Artemis Wealth Advisors
New York
$234K -$1.99K -32 -0.8%
MCA
195
Millennium Capital Advisors
Arkansas
$230K +$232K +3,740 New
RCA
196
Reitz Capital Advisors
Michigan
$226K -$31K -500 -12%
Citigroup
197
Citigroup
New York
$225K +$109K +1,752 +92%
ACM
198
Advisors Capital Management
New Jersey
$222K +$224K +3,606 New
WIA
199
World Investment Advisors
California
$217K +$124 +2 +0.1%
HSA
200
HBK Sorce Advisory
Pennsylvania
$216K -$219K -3,522 -50%