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Fidelity MSCI Health Care Index ETF

293 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Health Care Index ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 107 increasing their positions, 112 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0.5% more ownership

Funds ownership: 41.56%42.06% (+0.5%)

2% less capital invested

Capital invested by funds: $1.26B → $1.23B (-$30.5M)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

4% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 112

2% less funds holding

Funds holding: 298293 (-5)

Holders
293
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
4.65%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
23
Increased
107
Reduced
112
Closed
24
Calls
$376K
Puts
Net Calls
+$376K
Net Calls Change
+$92K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
176
Citigroup
New York
$281K +$6.66K +106 +2%
SXL
177
Summit X LLC
Missouri
$280K -$5.53K -88 -2%
MWM
178
Mission Wealth Management
California
$277K -$14.4K -229 -5%
CWP
179
Corepath Wealth Partners
Arizona
$275K
MA
180
Mutual Advisors
Nebraska
$275K -$28.8K -458 -9%
GC
181
Gilbert & Cook
Iowa
$271K +$281K +4,466 New
LA
182
LexAurum Advisors
Kansas
$266K +$18.8K +299 +7%
PJSIMP
183
P.J. Schmidt Investment Management (PJS)
Wisconsin
$262K +$5.97K +95 +2%
BFA
184
Beaumont Financial Advisors
Massachusetts
$252K -$10.7K -170 -4%
SCA
185
Sandy Cove Advisors
Massachusetts
$251K +$943 +15 +0.4%
SCP
186
Silverleafe Capital Partners
Tennessee
$244K +$1.82K +29 +0.7%
JIC
187
Johnson Investment Counsel
Ohio
$244K +$5.4K +86 +2%
GWM
188
Geneos Wealth Management
Colorado
$244K
ACM
189
Absolute Capital Management
Pennsylvania
$242K +$32.4K +515 +15%
LJAC
190
L.J. Altfest & Co
New York
$236K -$36.1K -575 -13%
WWM
191
Western Wealth Management
Colorado
$235K +$377 +6 +0.2%
Neuberger Berman Group
192
Neuberger Berman Group
New York
$233K +$16.3K +260 +7%
AIP
193
Almanack Investment Partners
Pennsylvania
$233K -$9.43K -150 -4%
ACM
194
Advisors Capital Management
New Jersey
$232K +$3.39K +54 +1%
AWA
195
Artemis Wealth Advisors
New York
$231K
RWA
196
River Wealth Advisors
Pennsylvania
$228K -$50.1K -798 -17%
CWM
197
Congress Wealth Management
Massachusetts
$224K -$25.2K -401 -10%
MCA
198
Millennium Capital Advisors
Arkansas
$221K +$63 +1 +0%
CPIG
199
Chicago Partners Investment Group
Illinois
$219K +$754 +12 +0.3%
HWA
200
Hilltop Wealth Advisors
North Carolina
$217K