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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
CT
251
Colonial Trust
South Carolina
$68K -$13.9K -200 -16%
UCB
252
United Community Bank
South Carolina
$66.2K +$70.4K +1,013 New
AIM
253
Anchor Investment Management
South Carolina
$65.3K
CFFP
254
Center for Financial Planning
Michigan
$60.3K +$43.2K +622 +207%
HIW
255
Holos Integrated Wealth
Pennsylvania
$55.4K +$58.9K +848 New
NWM
256
Nova Wealth Management
Florida
$55.3K +$58.8K +846 New
BFPW
257
BOK Financial Private Wealth
Colorado
$52.1K
AG
258
AmeriFlex Group
Nevada
$50.4K +$50.2K +722 New
AssetMark Inc
259
AssetMark Inc
California
$50.4K +$31.4K +452 +142%
AA
260
Ancora Advisors
Ohio
$50.1K +$139 +2 +0.3%
TWC
261
TD Waterhouse Canada
Ontario, Canada
$49.4K +$3.82K +55 +8%
HNW
262
High Note Wealth
Minnesota
$46K +$48.9K +704 New
HDIM
263
Hanson & Doremus Investment Management
Vermont
$46K
HWA
264
HHM Wealth Advisors
Tennessee
$45.7K
SAM
265
S.A. Mason
Michigan
$44.4K
SMAM
266
Sugar Maple Asset Management
Wisconsin
$44.1K +$46.9K +675 New
AWM
267
Atticus Wealth Management
Florida
$41.8K
FCT
268
First Community Trust
Iowa
$41.6K
GRP
269
Global Retirement Partners
California
$41.4K +$29K +417 +192%
NFSG
270
Newbridge Financial Services Group
Florida
$40.8K +$43.4K +625 New
CFD
271
Creative Financial Designs
Indiana
$39.2K -$16.3K -234 -28%
MG
272
Mather Group
Illinois
$39.2K
WAM
273
WFA Asset Management
Wisconsin
$38.2K +$139 +2 +0.3%
SIS
274
Sound Income Strategies
Florida
$35.2K
FWM
275
FSA Wealth Management
Massachusetts
$34.4K +$139 +2 +0.4%