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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
WIA
201
World Investment Advisors
California
$214K +$126 +2 +0.1%
HSA
202
HBK Sorce Advisory
Pennsylvania
$213K
SFC
203
SYM Financial Corp
Indiana
$212K +$220K +3,500 New
KIA
204
KCM Investment Advisors
California
$202K -$12.2K -194 -5%
OIA
205
OneDigital Investment Advisors
Kansas
$202K +$189 +3 +0.1%
IAG
206
Investment Advisory Group
Massachusetts
$202K -$377 -6 -0.2%
DAS
207
Dynamic Advisor Solutions
Arizona
$200K +$63 +1 +0%
Franklin Resources
208
Franklin Resources
California
$166K
GEA
209
Glen Eagle Advisors
New Jersey
$158K +$566 +9 +0.3%
CWC
210
Carolinas Wealth Consulting
North Carolina
$139K +$377 +6 +0.3%
MHR
211
Matthew Hamilton Rosenberg
$134K
CF
212
Centaurus Financial
California
$129K +$18.9K +300 +16%
PCA
213
Providence Capital Advisors
North Carolina
$127K -$15.1K -241 -10%
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$116K +$65.3K +1,040 +119%
SHIM
215
Stone House Investment Management
Pennsylvania
$113K -$714K -11,361 -86%
AF
216
Allworth Financial
California
$108K -$1.51K -24 -1%
EWA
217
EP Wealth Advisors
California
$106K +$110K +1,748 New
CFGS
218
Concourse Financial Group Securities
Alabama
$90.6K -$24.5K -390 -21%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$87K
William Blair & Company
220
William Blair & Company
Illinois
$82K +$21K +334 +33%
CFD
221
Creative Financial Designs
Indiana
$77.1K -$1.63K -26 -2%
CT
222
Colonial Trust
South Carolina
$76.4K +$44.9K +715 +131%
FP
223
Financial Perspectives
Minnesota
$71K -$14.8K -235 -17%
FFA
224
Farther Finance Advisors
California
$64.9K +$35.9K +571 +114%
AIM
225
Anchor Investment Management
South Carolina
$60.6K