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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
EIP
176
Ellis Investment Partners
Pennsylvania
$354K -$96.2K -1,385 -20%
WF
177
Warner Financial
Maryland
$352K +$1.46K +21 +0.4%
RCYC
178
Richard C. Young & Co
Rhode Island
$351K +$373K +5,366 New
IAG
179
Ipsen Advisor Group
Arkansas
$348K +$370K +5,319 New
PAS
180
PKS Advisory Services
New York
$345K +$367K +5,277 New
XWM
181
Xcel Wealth Management
Florida
$327K
RWA
182
River Wealth Advisors
Pennsylvania
$324K +$40.9K +588 +13%
SIA
183
Soltis Investment Advisors
Utah
$322K -$82.4K -1,186 -19%
Comerica Bank
184
Comerica Bank
Texas
$319K +$6.04K +87 +2%
WWM
185
Western Wealth Management
Colorado
$318K -$4.79K -69 -1%
PSCM
186
Per Stirling Capital Management
Texas
$317K -$20.4K -293 -6%
SW
187
SVB Wealth
Massachusetts
$313K +$333K +4,789 New
WIP
188
WealthCare Investment Partners
Rhode Island
$311K +$5.91K +85 +2%
CWM
189
Calamos Wealth Management
Illinois
$308K
EFS
190
Essex Financial Services
Connecticut
$303K -$58.1K -836 -15%
GS
191
GTS Securities
New York
$295K -$1.11M -15,928 -78%
HAS
192
HBW Advisory Services
California
$288K +$76.4K +1,100 +33%
AF
193
AtlasMark Financial
Texas
$288K
FT
194
Fiduciary Trust
Massachusetts
$283K
VBCG
195
Valley Brook Capital Group
Pennsylvania
$282K +$3.54K +51 +1%
PWM
196
Partnership Wealth Management
Maryland
$277K +$58.1K +836 +25%
WI
197
WBI Investments
New Jersey
$274K -$96.6K -1,390 -25%
ECA
198
Elevated Capital Advisors
Utah
$273K +$290K +4,176 New
RIA
199
Regal Investment Advisors
Michigan
$271K -$32.2K -463 -10%
AWM
200
Apex Wealth Management
New Hampshire
$265K +$282K +4,058 New