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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
ASN
76
Advisory Services Network
Georgia
$2.14M -$2.18M -31,351 -49%
LA
77
Lynch & Associates
Indiana
$2.13M +$19.5K +281 +0.9%
Creative Planning
78
Creative Planning
Kansas
$2.06M +$217K +3,117 +11%
Mariner
79
Mariner
Kansas
$2.05M -$263K -3,787 -11%
Pathstone Holdings
80
Pathstone Holdings
New Jersey
$1.96M +$585K +8,414 +39%
BI
81
Beckerman Institutional
New Jersey
$1.92M -$4.52K -65 -0.2%
AAS
82
Ameritas Advisory Services
Nebraska
$1.87M +$100K +1,441 +5%
RF
83
Roxbury Financial
New Jersey
$1.87M +$1.85M +26,572 New
KPWM
84
KDK Private Wealth Management
Texas
$1.86M +$1.98M +28,463 New
MWM
85
Modern Wealth Management
Kansas
$1.84M +$1.95M +28,123 New
HighTower Advisors
86
HighTower Advisors
Illinois
$1.79M -$7.05M -101,423 -79%
KPWS
87
Kestra Private Wealth Services
Texas
$1.76M -$3.06K -44 -0.2%
IAN
88
Integrated Advisors Network
Texas
$1.68M -$90.5K -1,303 -5%
PFS
89
Prospect Financial Services
New York
$1.64M +$1.24M +17,905 +250%
AFM
90
Aspetuck Financial Management
Connecticut
$1.54M +$1.64M +23,627 New
SWMP
91
Signature Wealth Management Partners
New Jersey
$1.46M -$54.3K -782 -3%
AB
92
Atlas Brown
Kentucky
$1.45M -$57.9K -834 -4%
TIA
93
Traphagen Investment Advisors
New Jersey
$1.42M -$458K -6,592 -23%
AAP
94
Arax Advisory Partners
Colorado
$1.41M +$1.5M +21,588 New
BCI
95
Brinker Capital Investments
Pennsylvania
$1.41M +$602K +8,659 +67%
OPS
96
Orion Portfolio Solutions
Nebraska
$1.41M +$602K +8,659 +67%
MA
97
Maxele Advisors
Missouri
$1.41M +$1.5M +21,520 New
VWM
98
VCI Wealth Management
Missouri
$1.37M +$327K +4,707 +29%
PS
99
Principal Securities
Iowa
$1.35M -$42.9K -617 -3%
T. Rowe Price Associates
100
T. Rowe Price Associates
Maryland
$1.25M -$134K -1,930 -9%