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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
PCA
301
PMV Capital Advisers
Texas
$9.41K +$10K +144 New
FFA
302
Frazier Financial Advisors
Ohio
$8.68K
CB
303
CNB Bank
Pennsylvania
$8.5K
PFA
304
Pillar Financial Advisors
Kentucky
$8.37K +$8.89K +128 New
VNA
305
Valley National Advisers
Pennsylvania
$8K
DF
306
Dunhill Financial
United Kingdom
$7.1K
HI
307
Hoey Investments
Pennsylvania
$6.99K
BLC
308
Brown, Lisle/Cummings
Rhode Island
$5.36K
OLVIG
309
Oliver Lagore Vanvalin Investment Group
Michigan
$4.84K -$4.17K -60 -45%
AIP
310
Ameritas Investment Partners
Nebraska
$4.51K +$4.79K +69 New
PWA
311
Physician Wealth Advisors
Utah
$3.99K +$4.24K +61 New
MSG
312
Main Street Group
Virginia
$3.92K
CT
313
Clearstead Trust
Maine
$3.4K
CTA
314
Colonial Trust Advisors
South Carolina
$3.27K
KIM
315
Kestra Investment Management
Texas
$3.27K +$3.47K +50 New
WWM
316
Wolff Wiese Magana
California
$3.2K
MDA
317
Minot DeBlois Advisors
Massachusetts
$3.1K +$3.27K +47 New
MCM
318
Mainstream Capital Management
California
$2.29K +$2.43K +35 New
CFO
319
CVA Family Office
Colorado
$2.03K
HWM
320
HighMark Wealth Management
Minnesota
$1.7K +$764 +11 +73%
AIM
321
Arcadia Investment Management
Michigan
$1.31K
LC
322
Lindbrook Capital
California
$1.31K
MHIP
323
Mountain Hill Investment Partners
New Jersey
$1.29K +$1.39K +20 New
EWM
324
Evermay Wealth Management
Virginia
$1.11K +$1.18K +17 New
S
325
SignatureFD
Georgia
$1.05K