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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
IA
201
IFP Advisors
Florida
$263K +$22.8K +318 +10%
CPIG
202
Chicago Partners Investment Group
Illinois
$258K +$859 +12 +0.3%
Jones Financial Companies
203
Jones Financial Companies
Missouri
$255K +$161K +2,253 +177%
WN
204
Williams & Novak
California
$255K +$3.08K +43 +1%
CPIA
205
Cornell Pochily Investment Advisors
New York
$250K -$236K -3,294 -49%
ANBT
206
American National Bank & Trust
Texas
$248K +$27.6K +386 +13%
PWM
207
Partnership Wealth Management
Maryland
$248K -$7.59K -106 -3%
HAS
208
HBW Advisory Services
California
$241K +$237K +3,306 New
HWA
209
Hilltop Wealth Advisors
North Carolina
$238K +$3.94K +55 +2%
CCM
210
Coldstream Capital Management
Washington
$236K +$429 +6 +0.2%
Franklin Resources
211
Franklin Resources
California
$233K +$32.1K +449 +16%
EFH
212
Eaton Financial Holdings
Florida
$231K +$228K +3,180 New
IAG
213
Investment Advisory Group
Massachusetts
$231K -$2.86K -40 -1%
PCA
214
Pallas Capital Advisors
Massachusetts
$230K +$11.2K +156 +5%
DOA
215
D'Orazio & Associates
Virginia
$229K +$787 +11 +0.4%
IAG
216
Investmark Advisory Group
Connecticut
$228K -$5.8K -81 -3%
CFS
217
Commonwealth Financial Services
West Virginia
$228K -$7.23K -101 -3%
AI
218
Atria Investments
North Carolina
$228K -$525K -7,330 -70%
SVWAG
219
Sound View Wealth Advisors Group
Georgia
$219K +$216K +3,013 New
GVAG
220
Great Valley Advisor Group
Delaware
$213K -$20.3K -284 -9%
SC
221
Savant Capital
Illinois
$213K +$209K +2,925 New
Corient Private Wealth
222
Corient Private Wealth
Florida
$212K +$208K +2,907 New
HSA
223
HBK Sorce Advisory
Pennsylvania
$207K +$204K +2,850 New
GEA
224
Glen Eagle Advisors
New Jersey
$206K +$5.01K +70 +3%
CA
225
Continuum Advisory
Idaho
$203K -$2.72K -38 -1%

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.