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Fidelity MSCI Health Care Index ETF

46 hedge funds and large institutions have $144M invested in Fidelity MSCI Health Care Index ETF in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

31% more funds holding

Funds holding: 3546 (+11)

6% more capital invested

Capital invested by funds: $137M → $144M (+$7.61M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.75% less ownership

Funds ownership: 33.85%27.09% (-6.8%)

Holders
46
Holders Change
+11
Holders Change %
+31.43%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
16
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$348K +$36.7K +1,063 +12%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$320K +$110K +3,184 +54%
LA
28
Lynch & Associates
Indiana
$224K +$219K +6,350 New
WA
29
Waverly Advisors
Alabama
$90K +$87.6K +2,540 New
TRCT
30
Tower Research Capital (TRC)
New York
$82K +$76.4K +2,217 +2,217%
UBS Group
31
UBS Group
Switzerland
$47K +$45.6K +1,322 New
MAA
32
Managed Account Advisors
New Jersey
$33K +$32.6K +945 New
Bank of America
33
Bank of America
North Carolina
$27K -$18.6K -538 -42%
Creative Planning
34
Creative Planning
Kansas
$14K +$6.9K +200 +100%
IWMPD
35
Integrated Wealth Management (Palm Desert)
California
$14K +$14K +407 New
AIM
36
Advantage Investment Management
Iowa
$11K -$2.59K -75 -20%
FA
37
Financial Advantage
Maryland
$8K +$7.93K +230 New
ASN
38
Advisory Services Network
Georgia
$6K -$414 -12 -7%
VC
39
Vicus Capital
Pennsylvania
$5.03K -$1.92M -55,829 -28%
PFG
40
Piershale Financial Group
Illinois
$5K -$207 -6 -4%
WA
41
WFG Advisors
Texas
$4K +$4.31K +125 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$3K
FPFS
43
First Personal Financial Services
North Carolina
$2K
W
44
Wealthfront
California
$1K +$1.45K +42 New
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12 +$11.3K +329 New
Deutsche Bank
46
Deutsche Bank
Germany
-$534K -16,260 Closed
NPC
47
National Planning Corporation
California
-$56.8K -1,700 Closed
VAM
48
Visionary Asset Management
Texas
-$48K -1,449 Closed