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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
Lido Advisors
1
Lido Advisors
California
$119M +$6.05M +87,118 +5%
Charles Schwab
2
Charles Schwab
California
$107M +$4.92M +70,747 +5%
AM
3
AGF Management
Ontario, Canada
$39M +$6.2M +89,224 +18%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$34.2M +$230K +3,308 +0.6%
LPL Financial
5
LPL Financial
California
$33.8M +$9.37M +134,889 +35%
Morgan Stanley
6
Morgan Stanley
New York
$30.2M +$3.13M +45,041 +11%
Wells Fargo
7
Wells Fargo
California
$17.5M +$1.66M +23,828 +10%
RWP
8
RWA Wealth Partners
Massachusetts
$16.7M -$182K -2,613 -1%
MSWM
9
McGlone Suttner Wealth Management
Wisconsin
$16.7M +$4.78M +68,775 +37%
WAM
10
Weatherly Asset Management
California
$16.5M +$1.25M +18,027 +8%
FSC
11
Full Sail Capital
Oklahoma
$16.3M -$496K -7,139 -3%
KAS
12
Kestra Advisory Services
Texas
$15.8M +$869K +12,504 +5%
LA
13
Lifeworks Advisors
Michigan
$14M +$6.59M +94,881 +79%
Raymond James Financial
14
Raymond James Financial
Florida
$12.9M +$13.7M +197,456 New
Bank of America
15
Bank of America
North Carolina
$12.4M +$343K +4,940 +3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$11.9M -$538K -7,747 -4%
BFA
17
Buttonwood Financial Advisors
Maryland
$11.7M +$566K +8,144 +5%
ECML
18
Eagle Capital Management (Louisiana)
Louisiana
$11.1M +$74.5K +1,072 +0.6%
FFS
19
Fischer Financial Services
Pennsylvania
$10.8M +$11.5M +165,298 New
VC
20
Vicus Capital
Pennsylvania
$10.8M +$466K +6,702 +4%
IRC
21
Investors Research Corp
Georgia
$10.7M +$692K +9,953 +6%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$10M -$18.3K -264 -0.2%
Ameriprise
23
Ameriprise
Minnesota
$9.81M -$1.3M -18,761 -11%
AWM
24
Apollon Wealth Management
South Carolina
$9.44M +$10M +144,507 New
Osaic Holdings
25
Osaic Holdings
Arizona
$9.41M -$1.92M -27,582 -16%