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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
BWL
326
Bogart Wealth LLC
Virginia
$654
NS
327
NBC Securities
Alabama
$644 -$1.01M -14,496 -100%
RFG
328
REAP Financial Group
Texas
$523
IHWM
329
Iron Horse Wealth Management
Iowa
$382
FCMT
330
Founders Capital Management (Texas)
Texas
$352
QC
331
Quent Capital
New York
$82
WBC
332
West Branch Capital
Massachusetts
$76
HHGA
333
Halbert Hargrove Global Advisors
California
$57 +$69 +1 New
CI
334
Clal Insurance
Israel
-$23.7M -325,000 Closed
Baird Financial Group
335
Baird Financial Group
Wisconsin
-$9.71M -133,337 Closed
IAIM
336
International Assets Investment Management
Florida
-$1.55K -113,090 Closed
Prudential Financial
337
Prudential Financial
New Jersey
-$3.43M -47,146 Closed
Marshall Wace
338
Marshall Wace
United Kingdom
-$907K -12,458 Closed
Renaissance Technologies
339
Renaissance Technologies
New York
-$881K -12,100 Closed
SWA
340
Stratos Wealth Advisors
Ohio
-$878K -12,059 Closed
SFA
341
Sequoia Financial Advisors
Ohio
-$306K -4,202 Closed
PCS
342
Personal CFO Solutions
New Jersey
-$300K -4,124 Closed
BCA
343
Bay Colony Advisors
Massachusetts
-$295K -4,049 Closed
IFG
344
Independent Financial Group
California
-$273K -3,745 Closed
PCA
345
Pallas Capital Advisors
Massachusetts
-$230K -3,253 Closed
IAG
346
Investment Advisory Group
Massachusetts
-$231K -3,173 Closed
IAG
347
Investmark Advisory Group
Connecticut
-$228K -3,138 Closed
AI
348
Atria Investments
North Carolina
-$228K -3,132 Closed
SVWAG
349
Sound View Wealth Advisors Group
Georgia
-$219K -3,013 Closed
GVAG
350
Great Valley Advisor Group
Delaware
-$213K -2,926 Closed