We are live on ! Find out more
FHLC icon

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
Charles Schwab
1
Charles Schwab
California
$305M +$1.82M +29,020 +0.6%
Lido Advisors
2
Lido Advisors
California
$102M +$4.83M +76,813 +5%
CI
3
Clal Insurance
Israel
$61.7M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$38.3M -$6.03M -96,005 -13%
FSC
5
Full Sail Capital
Oklahoma
$34.5M -$93.8K -1,493 -0.3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$34.3M +$12M +190,406 +51%
TIA
7
Traphagen Investment Advisors
New Jersey
$29.1M +$1.43M +22,835 +5%
HI
8
Harbour Investments
Wisconsin
$26.5M +$3.14M +49,993 +13%
Morgan Stanley
9
Morgan Stanley
New York
$26.2M +$2.65M +42,179 +11%
LPL Financial
10
LPL Financial
California
$25.4M +$2.01M +31,964 +8%
Osaic Holdings
11
Osaic Holdings
Arizona
$22.4M +$1.03M +16,444 +5%
Ameriprise
12
Ameriprise
Minnesota
$20.2M +$2.12M +33,796 +11%
RWP
13
RWA Wealth Partners
Massachusetts
$18.9M -$1.08M -17,199 -5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$16.4M +$1.78M +28,265 +12%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$15.4M -$1M -15,977 -6%
Wells Fargo
16
Wells Fargo
California
$14.7M +$97.8K +1,557 +0.6%
MSWM
17
McGlone Suttner Wealth Management
Wisconsin
$14.1M +$813K +12,931 +6%
AWM
18
AE Wealth Management
Kansas
$12.5M +$2.05M +32,664 +19%
ECML
19
Eagle Capital Management (Louisiana)
Louisiana
$10.5M -$71.1K -1,131 -0.6%
TCM
20
Traynor Capital Management
Pennsylvania
$10.1M +$302K +4,810 +3%
SPC
21
Sigma Planning Corp
Michigan
$10M -$195K -3,111 -2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$9.99M -$163K -2,598 -2%
WAM
23
Weatherly Asset Management
California
$9.93M +$719K +11,450 +8%
JP Morgan Chase
24
JP Morgan Chase
New York
$9.6M -$1.12M -17,808 -10%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$9.41M +$319K +5,069 +3%