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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
FTS
76
Fifth Third Securities
Ohio
$2.38M -$994K -13,893 -30%
LA
77
Lynch & Associates
Indiana
$2.36M +$136K +1,897 +6%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$2.3M -$132K -1,846 -6%
BI
79
Beckerman Institutional
New Jersey
$2.15M +$2.11M +29,479 New
Creative Planning
80
Creative Planning
Kansas
$2.07M +$72.3K +1,010 +4%
TIA
81
Traphagen Investment Advisors
New Jersey
$2.06M -$630K -8,808 -24%
Truist Financial
82
Truist Financial
North Carolina
$2.03M -$161K -2,243 -7%
AAS
83
Ameritas Advisory Services
Nebraska
$1.98M -$69.8K -975 -3%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$1.98M -$12M -167,655 -86%
KPWS
85
Kestra Private Wealth Services
Texas
$1.97M -$50.2K -701 -3%
IAN
86
Integrated Advisors Network
Texas
$1.97M -$557K -7,790 -22%
HF
87
Halpern Financial
Virginia
$1.96M -$1.57M -21,880 -45%
EIA
88
Eldridge Investment Advisors
New Hampshire
$1.93M +$4.29K +60 +0.2%
Jane Street
89
Jane Street
New York
$1.79M +$1.76M +24,610 New
OIA
90
OneDigital Investment Advisors
Kansas
$1.76M +$1.28M +17,823 +281%
KIG
91
Kowal Investment Group
Wisconsin
$1.7M -$15.4K -215 -0.9%
AB
92
Atlas Brown
Kentucky
$1.68M +$5.87K +82 +0.4%
SWMP
93
Signature Wealth Management Partners
New Jersey
$1.68M -$169K -2,360 -9%
BFA
94
Beaumont Financial Advisors
Massachusetts
$1.64M +$76.9K +1,074 +5%
BWM
95
Buska Wealth Management
Wisconsin
$1.63M -$435K -6,078 -21%
Pathstone Holdings
96
Pathstone Holdings
New Jersey
$1.57M +$1.15K +16 +0.1%
PS
97
Principal Securities
Iowa
$1.54M -$264K -3,694 -15%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$1.54M
GS
99
GTS Securities
New York
$1.49M +$1.46M +20,441 New
KIA
100
KCM Investment Advisors
California
$1.45M

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.