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Fidelity MSCI Health Care Index ETF

325 hedge funds and large institutions have $1.3B invested in Fidelity MSCI Health Care Index ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+33
Holders Change %
+11.3%
% of All Funds
4.77%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.13%
New
57
Increased
100
Reduced
118
Closed
21
Calls
$518K
Puts
Net Calls
+$518K
Net Calls Change
+$142K
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
126
Arkadios Wealth Advisors
Georgia
$850K +$1.94K +30 +0.2%
Fisher Asset Management
127
Fisher Asset Management
Washington
$835K -$26.8K -414 -3%
Creative Planning
128
Creative Planning
Kansas
$834K +$26.5K +409 +3%
FA
129
Faithward Advisors
Pennsylvania
$828K -$199K -2,969 -19%
MA
130
Montag & Associates
Georgia
$786K +$98.1K +1,517 +14%
C
131
CEDRUS
Colorado
$784K +$136K +2,101 +21%
RBFC
132
Roman Butler Fullerton & Co
Missouri
$760K +$33.7K +513 +5%
FTUS
133
Flow Traders U.S.
New York
$752K +$752K +11,622 New
SWA
134
Stratos Wealth Advisors
Ohio
$729K +$729K +11,263 New
WA
135
Wealthstar Advisors
Texas
$695K -$18.8K -290 -3%
DFG
136
Demars Financial Group
Washington
$675K -$727K -11,245 -52%
FFS
137
Founders Financial Securities
Maryland
$667K +$309K +4,774 +86%
GJIA
138
Glass Jacobson Investment Advisors
Maryland
$661K +$30.8K +476 +5%
RJA
139
Raymond James & Associates
Florida
$647K -$50.3K -778 -7%
CA
140
Cetera Advisors
Colorado
$643K -$33.4K -517 -5%
MWM
141
Mission Wealth Management
California
$627K +$332K +5,134 +112%
CPSAC
142
Chas P. Smith & Associates (CPS)
Florida
$623K -$72.4K -1,120 -10%
GCIM
143
Gunn & Company Investment Management
Florida
$623K +$623K +9,637 New
Pathstone Holdings
144
Pathstone Holdings
New Jersey
$613K +$613K +9,488 New
CFG
145
Carr Financial Group
Massachusetts
$585K -$3.7M -57,171 -86%
LF
146
LifeSteps Financial
California
$582K -$83.1K -1,285 -12%
SCA
147
Southern Capital Advisors
Tennessee
$571K -$3M -46,357 -84%
CA
148
Crumly & Associates
Illinois
$526K -$53K -819 -9%
HWM
149
HRC Wealth Management
Idaho
$523K +$523K +8,080 New
AFG
150
Atomi Financial Group
New York
$520K +$10.9K +169 +2%