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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
SC
276
Solstein Capital
California
$33.9K
SIC
277
Salem Investment Counselors
North Carolina
$32.7K -$6.95K -100 -17%
GIA
278
GHP Investment Advisors
Colorado
$31.2K +$1.88K +27 +6%
GCM
279
Gables Capital Management
Florida
$30.4K
PA
280
Parallel Advisors
California
$29.6K
CIAS
281
Capital Investment Advisory Services
North Carolina
$27.4K +$69 +1 +0.2%
API
282
Asset Planning Inc
California
$26.5K +$28.2K +406 New
JWA
283
JFS Wealth Advisors
Pennsylvania
$24.5K +$26.1K +375 New
BBHC
284
Brown Brothers Harriman & Co
New York
$21.2K
ACA
285
Aptus Capital Advisors
Alabama
$20.4K +$764 +11 +4%
FHA
286
First Horizon Advisors
Tennessee
$19.6K
HPC
287
HM Payson & Co
Maine
$19.6K
National Bank of Canada
288
National Bank of Canada
Quebec, Canada
$18.6K -$388K -5,580 -95%
DRP
289
Decker Retirement Planning
Utah
$18.1K +$19.2K +277 New
BWM
290
Bernard Wealth Management
Michigan
$17.6K +$18.7K +269 New
EW
291
Element Wealth
Mississippi
$15.1K +$69 +1 +0.4%
AWM
292
Abound Wealth Management
Tennessee
$14.2K
PC
293
Promus Capital
Illinois
$13.7K +$14.6K +210 New
LDB
294
Lee, Danner & Bass
Tennessee
$13.7K +$14.5K +209 New
BTI
295
Blue Trust Inc
Georgia
$13.1K +$13.9K +200 New
EWM
296
EPG Wealth Management
Georgia
$12.9K
MRP
297
Measured Risk Portfolios
California
$11.2K +$12K +172 New
BONH
298
Bank of New Hampshire
New Hampshire
$10.8K
CT
299
Caldwell Trust
Florida
$10.5K
FFA
300
Farther Finance Advisors
California
$9.47K +$69 +1 +0.7%