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Fidelity MSCI Health Care Index ETF

315 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Health Care Index ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 113 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

2% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 111

1% more funds holding

Funds holding: 312315 (+3)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

3.46% less ownership

Funds ownership: 39.04%35.58% (-3.5%)

11% less capital invested

Capital invested by funds: $1.18B → $1.06B (-$128M)

Holders
315
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.52%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
31
Increased
113
Reduced
111
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$11.2M +$5.74M +80,236 +109%
IRC
27
Investors Research Corp
Georgia
$11.1M +$810K +11,319 +8%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$10M -$790K -11,044 -7%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$9.71M -$296K -4,131 -3%
Goldman Sachs
30
Goldman Sachs
New York
$9.49M +$9.33M +130,314 New
HighTower Advisors
31
HighTower Advisors
Illinois
$9.37M +$12.4K +173 +0.1%
AWM
32
AE Wealth Management
Kansas
$9.37M +$576K +8,052 +7%
MFG
33
Monumental Financial Group
Maryland
$9.03M +$1.49M +20,853 +20%
LA
34
Lifeworks Advisors
Michigan
$8.73M +$693K +9,688 +9%
NA
35
NewEdge Advisors
Louisiana
$8.71M -$20.6K -288 -0.2%
JP Morgan Chase
36
JP Morgan Chase
New York
$7.72M -$6.16M -86,035 -45%
UBS Group
37
UBS Group
Switzerland
$7.52M -$791K -11,057 -10%
SPC
38
Sigma Planning Corp
Michigan
$7.38M +$27.1K +379 +0.4%
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$7.23M -$478K -6,681 -6%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$7.2M +$742K +10,373 +12%
QS
41
Quantitative Strategies
California
$7.08M -$1.74M -24,324 -20%
Stifel Financial
42
Stifel Financial
Missouri
$7.08M -$63.7K -890 -0.9%
Two Sigma Investments
43
Two Sigma Investments
New York
$6.57M +$5.07M +70,900 +367%
LFG
44
Larson Financial Group
Missouri
$6.42M +$5.19M +72,481 +462%
AIA
45
Armor Investment Advisors
North Carolina
$6.17M +$228K +3,187 +4%
AWS
46
Atria Wealth Solutions
New York
$5.19M -$1.67M -23,272 -25%
FPGK
47
Financial Partners Group (Kansas)
Kansas
$5.05M +$66.6K +931 +1%
ST
48
Spinnaker Trust
Maine
$4.97M +$367K +5,122 +8%
EFM
49
Eley Financial Management
Vermont
$4.82M -$61.8K -863 -1%
FIM
50
Freedom Investment Management
Connecticut
$4.71M -$1.01M -14,136 -18%

FHLC Hedge Fund Activity: Q3 2024 in Review

315 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q3 2024, worth a combined $1.06B — down 11% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FHLC positions and 25 closed out — a net gain of 6 holders — while 113 added to existing stakes and 111 trimmed.

The largest buyer was AGF Management, adding an estimated $17.7M. The largest seller was Charles Schwab, cutting an estimated $138M.

  • 315 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q3 2024, up from 312 in Q2 2024.
  • Funds reported $1.06B of Fidelity MSCI Health Care Index ETF stock for Q3 2024, down 11% quarter-over-quarter.
  • 31 funds opened new Fidelity MSCI Health Care Index ETF positions in Q3 2024 and 25 closed out, a net change of +6 holders.
  • The largest Fidelity MSCI Health Care Index ETF buyer in Q3 2024 was AGF Management, an estimated $17.7M added.
  • The largest Fidelity MSCI Health Care Index ETF seller in Q3 2024 was Charles Schwab, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2024.