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Fidelity MSCI Health Care Index ETF

292 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, 106 increasing their positions, 112 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-4
Holders Change %
-1.35%
% of All Funds
4.66%
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
106
Reduced
112
Closed
24
Calls
$376K
Puts
Net Calls
+$376K
Net Calls Change
+$92K
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
201
HBK Sorce Advisory
Pennsylvania
$213K
SFC
202
SYM Financial Corp
Indiana
$212K +$212K +3,500 New
KIA
203
KCM Investment Advisors
California
$202K -$11.8K -194 -5%
OIA
204
OneDigital Investment Advisors
Kansas
$202K +$182 +3 +0.1%
IAG
205
Investment Advisory Group
Massachusetts
$202K -$364 -6 -0.2%
DAS
206
Dynamic Advisor Solutions
Arizona
$200K +$61 +1 +0%
Franklin Resources
207
Franklin Resources
California
$166K
GEA
208
Glen Eagle Advisors
New Jersey
$158K +$545 +9 +0.3%
CWC
209
Carolinas Wealth Consulting
North Carolina
$139K +$349 +6 +0.3%
MHR
210
Matthew Hamilton Rosenberg
$134K
CF
211
Centaurus Financial
California
$129K +$18.2K +300 +16%
PCA
212
Providence Capital Advisors
North Carolina
$127K -$14.6K -241 -10%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$116K +$63K +1,040 +119%
SHIM
214
Stone House Investment Management
Pennsylvania
$113K -$688K -11,361 -86%
AF
215
Allworth Financial
California
$108K -$1.45K -24 -1%
EWA
216
EP Wealth Advisors
California
$106K +$106K +1,748 New
CFGS
217
Concourse Financial Group Securities
Alabama
$90.6K -$23.6K -390 -21%
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$87K
William Blair & Company
219
William Blair & Company
Illinois
$82K +$20.2K +334 +33%
CFD
220
Creative Financial Designs
Indiana
$77.1K -$1.58K -26 -2%
CT
221
Colonial Trust
South Carolina
$76.4K +$43.3K +715 +131%
FP
222
Financial Perspectives
Minnesota
$71K -$14.2K -235 -17%
FFA
223
Farther Finance Advisors
California
$64.9K +$34.6K +571 +114%
AIM
224
Anchor Investment Management
South Carolina
$60.6K
HNB
225
Huntington National Bank
Ohio
$54K -$56.2K