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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
Charles Schwab
1
Charles Schwab
California
$233M +$3.94M +64,139 +2%
Lido Advisors
2
Lido Advisors
California
$79M +$4.28M +69,650 +5%
CI
3
Clal Insurance
Israel
$58.7M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$46.5M +$5.17M +84,014 +12%
RWP
5
RWA Wealth Partners
Massachusetts
$41.2M +$938K +15,254 +2%
FSC
6
Full Sail Capital
Oklahoma
$32.3M +$1.24M +20,230 +4%
TIA
7
Traphagen Investment Advisors
New Jersey
$26.9M +$1.3M +21,143 +5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$26.6M +$17M +276,857 +151%
HI
9
Harbour Investments
Wisconsin
$25.1M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$24.3M +$3.34M +54,259 +15%
LGA
11
Lebenthal Global Advisors
New York
$22.9M +$6.75M +109,742 +38%
LPL Financial
12
LPL Financial
California
$21.8M +$2.1M +34,179 +10%
UBS Group
13
UBS Group
Switzerland
$18.4M +$1.27M +20,670 +7%
Morgan Stanley
14
Morgan Stanley
New York
$17.9M +$2.56M +41,627 +15%
Osaic Holdings
15
Osaic Holdings
Arizona
$16.3M +$1.75M +28,446 +11%
HF
16
Halpern Financial
Virginia
$14.4M -$21.2K -344 -0.1%
Ameriprise
17
Ameriprise
Minnesota
$14.4M +$4.2M +68,291 +38%
FIM
18
Freedom Investment Management
Connecticut
$14.3M +$1.57M +25,511 +11%
Wells Fargo
19
Wells Fargo
California
$12.9M +$669K +10,872 +5%
ECML
20
Eagle Capital Management (Louisiana)
Louisiana
$10.1M +$71.5K +1,162 +0.7%
KAS
21
Kestra Advisory Services
Texas
$9.77M +$582K +9,460 +6%
SPC
22
Sigma Planning Corp
Michigan
$9.47M +$3.57M +58,101 +55%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$9.3M +$1.9M +30,914 +24%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$9.26M +$583K +9,477 +6%
VC
25
Vicus Capital
Pennsylvania
$9.12M -$2.7M -43,950 -22%