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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
MA
151
Mutual Advisors
Nebraska
$490K +$71.2K +1,025 +16%
WPP
152
Whalerock Point Partners
Rhode Island
$481K +$69 +1 +0%
AWM
153
Avior Wealth Management
Nebraska
$476K +$12.3K +177 +2%
LA
154
LexAurum Advisors
Kansas
$473K +$55.5K +799 +12%
PSF
155
Pacific Sun Financial
California
$440K +$118K +1,700 +34%
VWA
156
Visionary Wealth Advisors
Illinois
$434K +$22K +316 +5%
Bank of New York Mellon
157
Bank of New York Mellon
New York
$429K
Focus Partners Wealth
158
Focus Partners Wealth
Massachusetts
$426K +$181K +2,610 +67%
RCAG
159
Rehmann Capital Advisory Group
Michigan
$423K -$3.06M -44,051 -87%
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$421K -$508K -7,318 -53%
SAM
161
Sequent Asset Management
Texas
$411K
PWA
162
Prairie Wealth Advisors
Nebraska
$400K -$21.9K -315 -5%
DF
163
Define Financial
California
$396K +$421K +6,053 New
WMA
164
Wealth Management Associates
New Jersey
$389K -$8.41K -121 -2%
Jones Financial Companies
165
Jones Financial Companies
Missouri
$387K +$167K +2,398 +68%
PJSIMP
166
P.J. Schmidt Investment Management (PJS)
Wisconsin
$379K -$12.5K -180 -3%
SCP
167
Silverleafe Capital Partners
Tennessee
$378K +$69.9K +1,006 +21%
PW
168
PUREfi Wealth
Massachusetts
$366K +$389K +5,599 New
SAI
169
Savvy Advisors Inc
New York
$364K -$11.9K -171 -3%
LWM
170
LongView Wealth Management
Georgia
$363K +$40K +576 +12%
CFG
171
Carr Financial Group
Massachusetts
$356K -$94.4K -1,358 -20%
ACM
172
Advisors Capital Management
New Jersey
$356K +$55.5K +799 +17%
TRCT
173
Tower Research Capital (TRC)
New York
$355K +$247K +3,554 +189%
WA
174
WBH Advisory
Maryland
$354K +$69 +1 +0%
FFS
175
Founders Financial Securities
Maryland
$354K -$23.3K -336 -6%