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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
JIC
201
Johnson Investment Counsel
Ohio
$209K
CAC
202
Certified Advisory Corp
Florida
$209K -$242K -3,903 -53%
Franklin Resources
203
Franklin Resources
California
$169K -$3.91K -63 -2%
CWC
204
Carolinas Wealth Consulting
North Carolina
$146K +$372 +6 +0.3%
AF
205
Allworth Financial
California
$143K +$34.1K +550 +31%
GBT
206
Grove Bank & Trust
Florida
$139K
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$139K +$38.7K +624 +38%
MHR
208
Matthew Hamilton Rosenberg
$136K
GEA
209
Glen Eagle Advisors
New Jersey
$127K +$12.1K +195 +10%
AWM
210
Accel Wealth Management
Iowa
$118K -$16.6K -268 -12%
SC
211
SouthState Corp
Florida
$107K -$32K -516 -23%
SFCL
212
Strengthening Families & Communities LLC
Massachusetts
$105K -$115K -1,857 -2%
CFGS
213
Concourse Financial Group Securities
Alabama
$96.6K +$2.79K +45 +3%
FP
214
Financial Perspectives
Minnesota
$86.2K +$248 +4 +0.3%
CFD
215
Creative Financial Designs
Indiana
$67.5K +$18.9K +305 +38%
William Blair & Company
216
William Blair & Company
Illinois
$62.6K +$6.76K +109 +12%
AIM
217
Anchor Investment Management
South Carolina
$61.5K
TWC
218
TD Waterhouse Canada
Ontario, Canada
$56.8K
Commonwealth Equity Services
219
Commonwealth Equity Services
Massachusetts
$53.2K -$4.37M -70,485 -8%
CT
220
Colonial Trust
South Carolina
$52K
NFSG
221
Newbridge Financial Services Group
Florida
$51.3K
BFPW
222
BOK Financial Private Wealth
Colorado
$49.1K -$31.7K -510 -39%
NC
223
NewSquare Capital
Pennsylvania
$48.3K +$20.7K +333 +74%
SAM
224
S.A. Mason
Michigan
$44.8K
HDIM
225
Hanson & Doremus Investment Management
Vermont
$44K