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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
GWM
201
Geneos Wealth Management
Colorado
$263K
MF
202
Montis Financial
Massachusetts
$255K -$69 -1 -0%
AWA
203
Artemis Wealth Advisors
New York
$254K +$1.11K +16 +0.4%
SA
204
Sovran Advisors
California
$253K +$264K +3,803 New
BCM
205
Brookstone Capital Management
Illinois
$250K -$14.4K -207 -5%
Jane Street
206
Jane Street
New York
$247K -$1.45M -20,838 -85%
RWM
207
Rialto Wealth Management
New York
$245K +$260K +3,742 New
CPIG
208
Chicago Partners Investment Group
Illinois
$243K +$973 +14 +0.4%
AIP
209
Almanack Investment Partners
Pennsylvania
$242K -$69.5K -1,000 -21%
GWA
210
GGM Wealth Advisors
Maryland
$241K -$3.45M -49,661 -93%
PIA
211
Panoramic Investment Advisors
Colorado
$239K +$834 +12 +0.3%
EFG
212
Elm3 Financial Group
Georgia
$239K +$254K +3,657 New
SWC
213
Spectrum Wealth Counsel
Indiana
$238K
CA
214
CoreCap Advisors
Michigan
$233K +$137K +1,966 +123%
CPIA
215
Cornell Pochily Investment Advisors
New York
$221K -$3.54K -51 -1%
CFS
216
Coordinated Financial Services
Colorado
$218K +$232K +3,334 New
BFA
217
Beaumont Financial Advisors
Massachusetts
$216K -$1.33M -19,177 -85%
WN
218
Williams & Novak
California
$215K -$13.9K -200 -6%
HWA
219
Hilltop Wealth Advisors
North Carolina
$214K +$417 +6 +0.2%
IA
220
IFP Advisors
Florida
$214K -$23.8K -342 -9%
Qube Research & Technologies (QRT)
221
Qube Research & Technologies (QRT)
United Kingdom
$212K +$36.3K +523 +19%
CCM
222
Coldstream Capital Management
Washington
$212K +$556 +8 +0.2%
GCP
223
GSA Capital Partners
United Kingdom
$211K +$224K +3,231 New
PA
224
PFG Advisors
Arizona
$209K +$223K +3,204 New
EFH
225
Eaton Financial Holdings
Florida
$209K +$834 +12 +0.4%