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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.

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 Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$328M 5,075,295 +48,012 +1%
Lido Advisors
2
Lido Advisors
California
$112M 1,734,432 +57,822 +3%
CI
3
Clal Insurance
Israel
$65.9M 1,019,000
Morgan Stanley
4
Morgan Stanley
New York
$52.7M 814,012 +380,740 +88%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$35.6M 550,488 -81,950 -13%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$34.1M 526,912 -38,543 -7%
LPL Financial
7
LPL Financial
California
$31.1M 481,326 +62,422 +15%
HI
8
Harbour Investments
Wisconsin
$30.8M 476,727 +39,957 +9%
TIA
9
Traphagen Investment Advisors
New Jersey
$29.6M 458,248 -21,321 -4%
Osaic Holdings
10
Osaic Holdings
Arizona
$19.3M 297,796 -72,291 -20%
FSC
11
Full Sail Capital
Oklahoma
$18.9M 291,743 -278,464 -49%
RWP
12
RWA Wealth Partners
Massachusetts
$18.9M 291,664 -20,085 -6%
AWM
13
AE Wealth Management
Kansas
$18.1M 275,648 +68,731 +33%
Wells Fargo
14
Wells Fargo
California
$17.9M 275,940 +34,089 +14%
MSWM
15
McGlone Suttner Wealth Management
Wisconsin
$15.2M 234,661 +1,580 +0.7%
Bank of America
16
Bank of America
North Carolina
$14.8M 229,153 +94,552 +70%
WWM
17
Waterway Wealth Management
Texas
$12.5M 192,600 +192,600 New
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$12.3M 189,849 +31,315 +20%
WAM
19
Weatherly Asset Management
California
$12.1M 187,195 +23,351 +14%
ECML
20
Eagle Capital Management (Louisiana)
Louisiana
$11M 170,171 -3,869 -2%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$10.6M 163,744 +8,339 +5%
TCM
22
Traynor Capital Management
Pennsylvania
$10M 154,996 -12,471 -7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$9.93M 153,542 -11,294 -7%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$9.88M 152,717 -118,615 -44%
BFA
25
Buttonwood Financial Advisors
Maryland
$9.43M 145,827 +4,602 +3%