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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
SBL
201
Sargent Bickham Lagudis
Colorado
$95K +$369 +6 +0.4%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$94K
CFGS
203
Concourse Financial Group Securities
Alabama
$80K -$246 -4 -0.3%
Citigroup
204
Citigroup
New York
$70K +$67.2K +1,093 +918%
CPFP
205
Clear Perspectives Financial Planning
Ohio
$69K +$73.8K +1,200 New
FP
206
Financial Perspectives
Minnesota
$66.9K +$22.3K +362 +45%
AIM
207
Anchor Investment Management
South Carolina
$57.6K
William Blair & Company
208
William Blair & Company
Illinois
$52K +$36K +585 +180%
BFPW
209
BOK Financial Private Wealth
Colorado
$47K
HDIM
210
Hanson & Doremus Investment Management
Vermont
$45K
SAM
211
S.A. Mason
Michigan
$42K
TWC
212
TD Waterhouse Canada
Ontario, Canada
$41.1K
HWA
213
HHM Wealth Advisors
Tennessee
$40K
FCT
214
First Community Trust
Iowa
$37K
HGERS
215
Householder Group Estate & Retirement Specialist
Arizona
$33K +$35.3K +574 New
WAM
216
WFA Asset Management
Wisconsin
$32.6K +$34.8K +566 New
SC
217
Solstein Capital
California
$30K
CCM
218
Covington Capital Management
California
$29K
NFSG
219
Newbridge Financial Services Group
Florida
$29K
SIC
220
Salem Investment Counselors
North Carolina
$29K +$30.7K +500 New
GIA
221
GHP Investment Advisors
Colorado
$26K
HIA
222
Harbor Investment Advisory
Maryland
$24K
PO
223
Private Ocean
California
$23K +$25.1K +408 New
AA
224
Ancora Advisors
Ohio
$21K
ACK
225
Andrew C. Karlinski
$21K