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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
TCM
26
Traynor Capital Management
Pennsylvania
$9.3M -$1.02M -14,746 -9%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$8.61M -$430K -6,190 -4%
DFG
28
Demars Financial Group
Washington
$8.53M +$38.1M +547,853 +5,781%
WWM
29
Waterway Wealth Management
Texas
$8.18M -$2.31M -33,177 -21%
CWA
30
Centerline Wealth Advisors
Kentucky
$8.12M +$8.63M +124,171 New
AWM
31
AE Wealth Management
Kansas
$8.08M -$352K -5,071 -4%
Two Sigma Investments
32
Two Sigma Investments
New York
$7.82M +$2.05M +29,500 +33%
JP Morgan Chase
33
JP Morgan Chase
New York
$7.59M +$704K +10,129 +10%
NA
34
NewEdge Advisors
Louisiana
$7.36M -$485K -6,982 -6%
SPC
35
Sigma Planning Corp
Michigan
$6.69M +$69.5K +1,000 +1%
QS
36
Quantitative Strategies
California
$6.45M +$98.9K +1,424 +1%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$6.43M -$38.1K -549 -0.6%
UBS Group
38
UBS Group
Switzerland
$6.42M -$351K -5,058 -5%
Stifel Financial
39
Stifel Financial
Missouri
$6.4M +$49.2K +708 +0.7%
LFG
40
Larson Financial Group
Missouri
$6M +$252K +3,625 +4%
AIA
41
Armor Investment Advisors
North Carolina
$5.6M +$68K +978 +1%
Kovitz Investment Group Partners
42
Kovitz Investment Group Partners
Illinois
$5.52M -$1.03M -14,811 -15%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$5.22M -$15.5M -222,628 -74%
ST
44
Spinnaker Trust
Maine
$4.73M +$288K +4,145 +6%
AWM
45
Aprio Wealth Management
Georgia
$4.66M +$4.95M +71,291 New
FPGK
46
Financial Partners Group (Kansas)
Kansas
$4.57M +$41.5K +598 +0.9%
SPIA
47
Steward Partners Investment Advisory
New York
$4.48M +$370K +5,327 +8%
MAM
48
Marotta Asset Management
Virginia
$4.27M +$1.74M +25,088 +62%
EFM
49
Eley Financial Management
Vermont
$4.27M -$61.8K -890 -1%
AWS
50
Atria Wealth Solutions
New York
$4.13M -$562K -8,088 -11%