FHLC icon

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 %
AWM
151
Avior Wealth Management
Nebraska
$500K
EFS
152
Essex Financial Services
Connecticut
$497K -$109K -1,691 -18%
Bank of New York Mellon
153
Bank of New York Mellon
New York
$496K -$5.5K -85 -1%
SAM
154
Secure Asset Management
Michigan
$491K -$4.92K -76 -1%
Citigroup
155
Citigroup
New York
$488K +$188K +2,906 +63%
TGAM
156
TBH Global Asset Management
Tennessee
$480K -$11.9K -184 -2%
WPP
157
Whalerock Point Partners
Rhode Island
$476K -$21.2K -328 -4%
RIA
158
Regal Investment Advisors
Michigan
$475K +$776 +12 +0.2%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$438K +$107K +1,654 +32%
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$438K -$22.3K -340 -5%
TRCT
161
Tower Research Capital (TRC)
New York
$419K -$666K -10,293 -61%
OIA
162
OneDigital Investment Advisors
Kansas
$410K +$195K +3,011 +90%
SAM
163
Sequent Asset Management
Texas
$407K -$49.8K -770 -11%
PJSIMP
164
P.J. Schmidt Investment Management (PJS)
Wisconsin
$405K +$119K +1,808 +42%
SIA
165
Soltis Investment Advisors
Utah
$391K -$1.71M -26,479 -81%
EIP
166
Ellis Investment Partners
Pennsylvania
$389K +$1.16K +18 +0.3%
SFA
167
Sequoia Financial Advisors
Ohio
$380K -$16.9K -262 -4%
WMA
168
Wealth Management Associates
New Jersey
$374K +$65 +1 +0%
WA
169
WBH Advisory
Maryland
$367K -$43.3K -670 -11%
PSF
170
Pacific Sun Financial
California
$344K -$10.2K -157 -3%
WF
171
Warner Financial
Maryland
$344K +$1.17K +18 +0.3%
LA
172
LexAurum Advisors
Kansas
$339K +$54.7K +845 +19%
Comerica Bank
173
Comerica Bank
Texas
$338K -$7.96K -123 -2%
PSCM
174
Per Stirling Capital Management
Texas
$330K -$6.08K -94 -2%
XWM
175
Xcel Wealth Management
Florida
$323K