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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
SWM
126
Spire Wealth Management
Virginia
$728K -$55.4K -798 -7%
SG
127
StoneX Group
New York
$706K +$750K +10,798 New
RBFC
128
Roman Butler Fullerton & Co
Missouri
$687K -$53.5K -770 -7%
D.E. Shaw & Co
129
D.E. Shaw & Co
New York
$679K +$722K +10,393 New
WA
130
Wealthstar Advisors
Texas
$658K +$700K +10,068 New
Fisher Asset Management
131
Fisher Asset Management
Washington
$645K -$25.2K -362 -4%
MWM
132
Mascoma Wealth Management
New Hampshire
$626K -$419K -6,031 -39%
CMMS
133
Comprehensive Money Management Services
Florida
$603K +$641K +9,232 New
AFG
134
Atomi Financial Group
New York
$585K -$12.6K -182 -2%
EIA
135
Eldridge Investment Advisors
New Hampshire
$584K -$1.22M -17,609 -66%
CPSAC
136
Chas P. Smith & Associates (CPS)
Florida
$580K -$21.5K -310 -3%
HWM
137
HRC Wealth Management
Idaho
$574K +$28.3K +407 +5%
SCA
138
Southern Capital Advisors
Tennessee
$572K +$2.36K +34 +0.4%
CF
139
Claris Financial
Virginia
$563K +$598K +8,609 New
LFS
140
Legacy Financial Strategies
Kansas
$559K -$32.6K -469 -5%
MWM
141
Mission Wealth Management
California
$548K +$208 +3 +0%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$541K +$287K +4,126 +99%
AWA
143
Arkadios Wealth Advisors
Georgia
$532K -$154K -2,212 -21%
CA
144
Crumly & Associates
Illinois
$531K
Goldman Sachs
145
Goldman Sachs
New York
$526K -$8.5M -122,264 -94%
LF
146
LifeSteps Financial
California
$518K -$56.1K -808 -9%
SFCL
147
Strengthening Families & Communities LLC
Massachusetts
$513K -$10.4M -150,075 -95%
WIA
148
World Investment Advisors
California
$509K +$1.18K +17 +0.2%
ANBT
149
American National Bank & Trust
Texas
$494K +$289K +4,164 +122%
WANY
150
Wealthspire Advisors (New York)
New York
$492K +$16.3K +235 +3%