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Fidelity MSCI Health Care Index ETF

312 hedge funds and large institutions have $1.05B invested in Fidelity MSCI Health Care Index ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 113 increasing their positions, 111 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
Holders Change %
0%
% of All Funds
4.51%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
28
Increased
113
Reduced
111
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
126
Brinker Capital Investments
Pennsylvania
$938K -$62K -851 -6%
Marshall Wace
127
Marshall Wace
United Kingdom
$907K +$443K +6,079 +95%
MA
128
Montag & Associates
Georgia
$898K +$11.5K +158 +1%
Renaissance Technologies
129
Renaissance Technologies
New York
$881K +$881K +12,100 New
SWA
130
Stratos Wealth Advisors
Ohio
$878K +$13.3K +182 +2%
SWM
131
Spire Wealth Management
Virginia
$869K +$13K +178 +2%
GJIA
132
Glass Jacobson Investment Advisors
Maryland
$861K +$21.1K +290 +3%
AA
133
Axiom Advisory
California
$790K +$316K +4,403 +67%
MML Investors Services
134
MML Investors Services
Massachusetts
$787K -$399K -5,489 -34%
RBFC
135
Roman Butler Fullerton & Co
Missouri
$765K
AWA
136
Arkadios Wealth Advisors
Georgia
$754K -$51.8K -712 -6%
Fisher Asset Management
137
Fisher Asset Management
Washington
$745K +$18.9K +259 +3%
Citigroup
138
Citigroup
New York
$712K -$6.26K -86 -0.9%
DFG
139
Demars Financial Group
Washington
$690K -$46K -632 -6%
CPSAC
140
Chas P. Smith & Associates (CPS)
Florida
$669K -$17.3K -237 -3%
AFG
141
Atomi Financial Group
New York
$665K -$32.8K -451 -5%
LFS
142
Legacy Financial Strategies
Kansas
$656K -$272K -3,730 -29%
LF
143
LifeSteps Financial
California
$635K -$4.15K -57 -0.6%
SCA
144
Southern Capital Advisors
Tennessee
$635K +$2.18K +30 +0.3%
MWM
145
Mission Wealth Management
California
$610K +$27.6K +379 +5%
HWM
146
HRC Wealth Management
Idaho
$610K +$4.88K +67 +0.8%
CA
147
Crumly & Associates
Illinois
$592K
WIA
148
World Investment Advisors
California
$565K +$14K +192 +3%
WPP
149
Whalerock Point Partners
Rhode Island
$536K +$73 +1 +0%
WANY
150
Wealthspire Advisors (New York)
New York
$531K