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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
BWM
101
Buska Wealth Management
Wisconsin
$1.22M -$265K -3,813 -17%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$1.12M +$1.19M +17,132 New
COCM
103
Charter Oak Capital Management
New Hampshire
$1.11M -$109K -1,571 -8%
PAG
104
Private Advisor Group
New Jersey
$1.11M -$33K -475 -3%
BWM
105
Birchcreek Wealth Management
Ohio
$1.08M -$165K -2,378 -13%
SS
106
Sunbelt Securities
Texas
$1.06M -$76.7K -1,104 -6%
DWM
107
Dakota Wealth Management
Florida
$1.02M -$7.02K -101 -0.6%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$990K +$5.56K +80 +0.5%
PWM
109
Partners Wealth Management
California
$948K +$1.01M +14,507 New
AAS
110
Avantax Advisory Services
Texas
$923K -$44.1K -635 -4%
SF
111
Summit Financial
New Jersey
$891K -$17.1K -246 -2%
PFA
112
Pathway Financial Advisers
Indiana
$884K -$20.1K -290 -2%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$882K -$950K -13,670 -50%
MMA
114
Miracle Mile Advisors
California
$863K -$12.2K -175 -1%
Citadel Advisors
115
Citadel Advisors
Florida
$862K +$916K +13,186 New
JIP
116
Jaffetilchin Investment Partners
Florida
$860K -$16.4K -236 -2%
TCM
117
Tandem Capital Management
New Jersey
$854K -$12.9K -185 -1%
RPGK
118
Retirement Planning Group (Kansas)
Kansas
$846K
CH
119
Canton Hathaway
Rhode Island
$808K -$48.6K -700 -5%
GJIA
120
Glass Jacobson Investment Advisors
Maryland
$789K +$16.9K +243 +2%
MWM
121
Meridian Wealth Management
Kentucky
$777K -$229K -3,299 -22%
MA
122
Montag & Associates
Georgia
$776K -$32.3K -465 -4%
MML Investors Services
123
MML Investors Services
Massachusetts
$766K +$63.3K +911 +8%
CWM
124
Congress Wealth Management
Massachusetts
$762K -$254K -3,657 -24%
CPA
125
Court Place Advisors
Maryland
$743K -$169K -2,429 -18%