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Fidelity MSCI Health Care Index ETF

51 hedge funds and large institutions have $199M invested in Fidelity MSCI Health Care Index ETF in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 8

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

38% more capital invested

Capital invested by funds: $144M → $199M (+$54.9M)

11% more funds holding

Funds holding: 4651 (+5)

1.76% more ownership

Funds ownership: 27.09%28.85% (+1.8%)

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
11
Increased
28
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$486K +$157K +4,372 +48%
CWM
27
Concert Wealth Management
California
$443K -$71.6K -1,993 -14%
RJA
28
Raymond James & Associates
Florida
$410K +$35.9K +1,000 +10%
BRWA
29
B. Riley Wealth Advisors
Florida
$380K +$22.5K +626 +6%
WWM
30
Willingdon Wealth Management
North Carolina
$295K +$293K +8,154 New
FI
31
FormulaFolio Investments
Michigan
$287K +$285K +7,945 New
FA
32
FMA Advisory
Pennsylvania
$269K +$267K +7,443 New
LA
33
Lynch & Associates
Indiana
$267K +$37.3K +1,039 +16%
PAG
34
Private Advisor Group
New Jersey
$267K +$268K +7,453 New
AB
35
Atlas Brown
Kentucky
$240K +$234K +6,524 New
WA
36
WFG Advisors
Texas
$134K +$129K +3,580 +2,864%
WA
37
Waverly Advisors
Alabama
$92K
UBS Group
38
UBS Group
Switzerland
$90K +$41.5K +1,156 +87%
ASN
39
Advisory Services Network
Georgia
$55K +$48K +1,337 +791%
MAA
40
Managed Account Advisors
New Jersey
$40K +$5.93K +165 +17%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$28K +$27.7K +772 New
SAM
42
Shamrock Asset Management
Texas
$21K +$20.9K +581 New
IWMPD
43
Integrated Wealth Management (Palm Desert)
California
$15K +$108 +3 +0.7%
TRCT
44
Tower Research Capital (TRC)
New York
$11K -$72.5K -2,017 -87%
AIM
45
Advantage Investment Management
Iowa
$11K
WEC
46
Winslow Evans & Crocker
Massachusetts
$10.8K +$10.8K +300 New
RIA
47
Regal Investment Advisors
Michigan
$10K +$9.95K +277 New
FPFS
48
First Personal Financial Services
North Carolina
$3K +$539 +15 +27%
W
49
Wealthfront
California
$1K -$251 -7 -17%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12 +$72 +2 +0.6%