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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
PFS
151
Prospect Financial Services
New York
$521K +$512K +7,152 New
AWM
152
Avior Wealth Management
Nebraska
$517K -$2.22K -31 -0.4%
CFG
153
Carr Financial Group
Massachusetts
$496K -$115K -1,601 -19%
EIP
154
Ellis Investment Partners
Pennsylvania
$495K +$1.22K +17 +0.3%
Bank of New York Mellon
155
Bank of New York Mellon
New York
$478K -$185K -2,582 -28%
LA
156
LexAurum Advisors
Kansas
$469K +$8.59K +120 +2%
PWA
157
Prairie Wealth Advisors
Nebraska
$468K +$2.22K +31 +0.5%
VWA
158
Visionary Wealth Advisors
Illinois
$461K +$64.9K +907 +17%
SAM
159
Sequent Asset Management
Texas
$458K
SIA
160
Soltis Investment Advisors
Utah
$445K +$14.9K +208 +4%
MA
161
Mutual Advisors
Nebraska
$444K +$107K +1,496 +31%
WMA
162
Wealth Management Associates
New Jersey
$442K +$20.2K +282 +5%
PJSIMP
163
P.J. Schmidt Investment Management (PJS)
Wisconsin
$435K -$8.16K -114 -2%
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$427K -$17.2K -240 -4%
SAI
165
Savvy Advisors Inc
New York
$418K +$82.9K +1,159 +25%
FFS
166
Founders Financial Securities
Maryland
$418K +$215 +3 +0.1%
WI
167
WBI Investments
New Jersey
$407K -$7.59K -106 -2%
WA
168
WBH Advisory
Maryland
$394K -$3.51K -49 -0.9%
EFS
169
Essex Financial Services
Connecticut
$392K -$9.8K -137 -2%
WF
170
Warner Financial
Maryland
$391K +$1.36K +19 +0.4%
PSCM
171
Per Stirling Capital Management
Texas
$374K +$1.07K +15 +0.3%
PSF
172
Pacific Sun Financial
California
$366K -$2.15K -30 -0.6%
XWM
173
Xcel Wealth Management
Florida
$364K
LWM
174
LongView Wealth Management
Georgia
$362K +$102K +1,432 +40%
WWM
175
Western Wealth Management
Colorado
$360K +$9.66K +135 +3%

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.