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Fidelity MSCI Health Care Index ETF

333 hedge funds and large institutions have $948M invested in Fidelity MSCI Health Care Index ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 105 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 34

6% more funds holding

Funds holding: 315333 (+18)

1.68% more ownership

Funds ownership: 35.58%37.26% (+1.7%)

7% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 105

10% less capital invested

Capital invested by funds: $1.06B → $948M (-$108M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
333
Holders Change
+18
Holders Change %
+5.71%
% of All Funds
4.39%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
60
Increased
112
Reduced
105
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
226
Franklin Resources
California
$209K
KIA
227
KCM Investment Advisors
California
$207K -$1.17M -16,798 -84%
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$207K +$73.9K +1,064 +51%
DOA
229
D'Orazio & Associates
Virginia
$207K +$834 +12 +0.4%
CFS
230
Commonwealth Financial Services
West Virginia
$206K
CAC
231
Certified Advisory Corp
Florida
$205K -$77.5K -1,116 -26%
MFIM
232
Mesirow Financial Investment Management
Illinois
$205K -$94.2K -1,356 -30%
AIA
233
AssuredPartners Investment Advisors
Florida
$200K +$213K +3,068 New
CA
234
Continuum Advisory
Idaho
$193K
GEA
235
Glen Eagle Advisors
New Jersey
$185K
HNB
236
Huntington National Bank
Ohio
$170K
EWA
237
EP Wealth Advisors
California
$169K +$63.4K +912 +55%
CAM
238
Creekmur Asset Management
Illinois
$165K +$69 +1 +0%
CWC
239
Carolinas Wealth Consulting
North Carolina
$158K +$486 +7 +0.3%
MHR
240
Matthew Hamilton Rosenberg
$144K
AF
241
Allworth Financial
California
$140K +$81.4K +1,171 +132%
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$136K +$34.7K +499 +33%
US Bancorp
243
US Bancorp
Minnesota
$132K +$88.1K +1,268 +169%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$111K +$17.7K +255 +18%
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$99.6K
CFGS
246
Concourse Financial Group Securities
Alabama
$98.8K +$17K +244 +20%
William Blair & Company
247
William Blair & Company
Illinois
$94.7K -$19.8K -285 -16%
FP
248
Financial Perspectives
Minnesota
$90.6K +$278 +4 +0.3%
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$89.5K +$40.6K +585 +75%
SMA
250
Sage Mountain Advisors
Georgia
$83.6K