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Fidelity MSCI Health Care Index ETF

312 hedge funds and large institutions have $1.18B invested in Fidelity MSCI Health Care Index ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
-7
Holders Change %
-2.19%
% of All Funds
4.54%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
29
Increased
108
Reduced
100
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GC
201
Gilbert & Cook
Iowa
$247K -$38.6K -562 -13%
LWM
202
LongView Wealth Management
Georgia
$243K +$40.5K +590 +20%
PWM
203
Partnership Wealth Management
Maryland
$240K +$157K +2,284 +187%
WN
204
Williams & Novak
California
$237K
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$236K +$126K +1,841 +115%
IA
206
IFP Advisors
Florida
$226K -$13.8K -201 -6%
CFS
207
Coordinated Financial Services
Colorado
$225K -$10.1K -147 -4%
CCM
208
Coldstream Capital Management
Washington
$222K +$480 +7 +0.2%
CFS
209
Commonwealth Financial Services
West Virginia
$222K
IAG
210
Investmark Advisory Group
Connecticut
$221K
HWA
211
Hilltop Wealth Advisors
North Carolina
$221K +$1.03K +15 +0.5%
IAG
212
Investment Advisory Group
Massachusetts
$220K
GVAG
213
Great Valley Advisor Group
Delaware
$220K +$23.3K +340 +12%
DOA
214
D'Orazio & Associates
Virginia
$215K
PCA
215
Pallas Capital Advisors
Massachusetts
$215K +$972 +14 +0.5%
Qube Research & Technologies (QRT)
216
Qube Research & Technologies (QRT)
United Kingdom
$211K -$84.7K -1,234 -29%
ANBT
217
American National Bank & Trust
Texas
$207K +$139K +2,024 +204%
CA
218
Continuum Advisory
Idaho
$205K
TCMP
219
Thrive Capital Management (Pennsylvania)
Pennsylvania
$205K +$205K +2,986 New
JIC
220
Johnson Investment Counsel
Ohio
$202K -$26.5K -386 -12%
GEA
221
Glen Eagle Advisors
New Jersey
$189K
CAM
222
Creekmur Asset Management
Illinois
$189K -$57.4K -836 -23%
Franklin Resources
223
Franklin Resources
California
$188K
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$166K +$30.7K +448 +23%
CWC
225
Carolinas Wealth Consulting
North Carolina
$165K +$480 +7 +0.3%