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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
OPS
126
Orion Portfolio Solutions
Nebraska
$938K -$60.9K -851 -6%
Marshall Wace
127
Marshall Wace
United Kingdom
$907K +$435K +6,079 +95%
MA
128
Montag & Associates
Georgia
$898K +$11.3K +158 +1%
Renaissance Technologies
129
Renaissance Technologies
New York
$881K +$866K +12,100 New
SWA
130
Stratos Wealth Advisors
Ohio
$878K +$13K +182 +2%
SWM
131
Spire Wealth Management
Virginia
$869K +$12.7K +178 +2%
GJIA
132
Glass Jacobson Investment Advisors
Maryland
$861K +$20.8K +290 +3%
AA
133
Axiom Advisory
California
$790K +$315K +4,403 +67%
MML Investors Services
134
MML Investors Services
Massachusetts
$787K -$393K -5,489 -34%
RBFC
135
Roman Butler Fullerton & Co
Missouri
$765K
AWA
136
Arkadios Wealth Advisors
Georgia
$754K -$51K -712 -6%
Fisher Asset Management
137
Fisher Asset Management
Washington
$745K +$18.5K +259 +3%
Citigroup
138
Citigroup
New York
$712K -$6.15K -86 -0.9%
DFG
139
Demars Financial Group
Washington
$690K -$45.2K -632 -6%
CPSAC
140
Chas P. Smith & Associates (CPS)
Florida
$669K -$17K -237 -3%
AFG
141
Atomi Financial Group
New York
$665K -$32.3K -451 -5%
LFS
142
Legacy Financial Strategies
Kansas
$656K -$267K -3,730 -29%
LF
143
LifeSteps Financial
California
$635K -$4.08K -57 -0.6%
SCA
144
Southern Capital Advisors
Tennessee
$635K +$2.15K +30 +0.3%
MWM
145
Mission Wealth Management
California
$610K +$27.1K +379 +5%
HWM
146
HRC Wealth Management
Idaho
$610K +$4.79K +67 +0.8%
CA
147
Crumly & Associates
Illinois
$592K
WIA
148
World Investment Advisors
California
$565K +$13.7K +192 +3%
WPP
149
Whalerock Point Partners
Rhode Island
$536K +$72 +1 +0%
WANY
150
Wealthspire Advisors (New York)
New York
$531K

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.