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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
YWM
51
Yoder Wealth Management
California
$3.99M +$542K +7,798 +15%
BIA
52
Barry Investment Advisors
Massachusetts
$3.85M -$105K -1,511 -2%
FIM
53
Freedom Investment Management
Connecticut
$3.68M -$582K -8,381 -13%
OIA
54
OneDigital Investment Advisors
Kansas
$3.51M +$2.05M +29,539 +122%
ECM
55
Exchange Capital Management
Michigan
$3.5M -$28.8K -415 -0.8%
EH
56
Equitable Holdings
New York
$3.27M +$18.1K +261 +0.5%
CAGAS
57
Capital Advisory Group Advisory Services
Minnesota
$3.25M +$221K +3,177 +7%
MWM
58
Maltin Wealth Management
New Jersey
$3.22M +$17K +245 +0.5%
VA
59
Valmark Advisers
Ohio
$3.2M +$109K +1,566 +3%
RA
60
RFG Advisory
Alabama
$3.1M +$255K +3,663 +8%
SSWM
61
Smith Salley Wealth Management
North Carolina
$2.85M -$146K -2,102 -5%
SCA
62
Snowden Capital Advisors
New York
$2.79M -$28.2K -406 -0.9%
ACA
63
Atlas Capital Advisors
Wyoming
$2.78M -$222K -3,199 -7%
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$2.7M -$8.69K -125 -0.3%
MCM
65
MAI Capital Management
Ohio
$2.65M +$1.77M +25,493 +169%
BAM
66
Beaumont Asset Management
Texas
$2.54M -$77.4K -1,114 -3%
TW
67
TrinityPoint Wealth
Connecticut
$2.53M -$16.6K -239 -0.6%
HCA
68
Heck Capital Advisors
Wisconsin
$2.51M -$10.8K -156 -0.4%
HI
69
Harbour Investments
Wisconsin
$2.35M -$251K -3,613 -9%
Citigroup
70
Citigroup
New York
$2.34M +$1.81M +26,096 +267%
Truist Financial
71
Truist Financial
North Carolina
$2.33M +$539K +7,751 +28%
FTS
72
Fifth Third Securities
Ohio
$2.27M +$136K +1,953 +6%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$2.26M -$22.8K -328 -0.9%
JWCA
74
J.W. Cole Advisors
Florida
$2.19M +$27K +389 +1%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$2.18M +$130K +1,864 +6%