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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 %
CAM
176
Creekmur Asset Management
Illinois
$322K +$322K +4,972 New
BCM
177
Brookstone Capital Management
Illinois
$317K -$36.7K -568 -10%
CA
178
Continuum Advisory
Idaho
$314K -$23K -356 -7%
WIP
179
WealthCare Investment Partners
Rhode Island
$313K -$3.65K -55 -1%
CWM
180
Calamos Wealth Management
Illinois
$305K
PA
181
PFG Advisors
Arizona
$304K -$6.34K -98 -2%
ACM
182
Advisors Capital Management
New Jersey
$301K +$53.4K +824 +22%
SWC
183
Spectrum Wealth Counsel
Indiana
$294K +$294K +4,538 New
SAG
184
SageView Advisory Group
California
$290K +$290K +4,372 New
HWMT
185
Heritage Wealth Management (Texas)
Texas
$289K +$289K +4,470 New
GC
186
Gilbert & Cook
Iowa
$287K -$1.88K -29 -0.6%
CWP
187
Corepath Wealth Partners
Arizona
$286K -$10.9K -166 -4%
PIA
188
Panoramic Investment Advisors
Colorado
$275K -$27.9K -432 -9%
RWA
189
River Wealth Advisors
Pennsylvania
$274K +$30.3K +469 +12%
SCA
190
Sandy Cove Advisors
Massachusetts
$269K +$906 +14 +0.3%
MFIM
191
Mesirow Financial Investment Management
Illinois
$265K +$265K +4,098 New
Renaissance Technologies
192
Renaissance Technologies
New York
$265K +$265K +4,100 New
GWM
193
Geneos Wealth Management
Colorado
$265K +$4.59K +71 +2%
DAS
194
Dynamic Advisor Solutions
Arizona
$260K +$42.9K +654 +20%
AIP
195
Almanack Investment Partners
Pennsylvania
$259K +$9.7K +150 +4%
PCS
196
Personal CFO Solutions
New Jersey
$253K -$3.91M -60,448 -94%
MA
197
Mutual Advisors
Nebraska
$251K -$42.8K -662 -15%
WWM
198
Western Wealth Management
Colorado
$250K -$323 -5 -0.1%
AWA
199
Artemis Wealth Advisors
New York
$248K +$841 +13 +0.3%
IA
200
IFP Advisors
Florida
$246K -$518K -8,001 -68%