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Fidelity MSCI Health Care Index ETF

54 hedge funds and large institutions have $191M invested in Fidelity MSCI Health Care Index ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 5154 (+3)

4% less capital invested

Capital invested by funds: $199M → $191M (-$8.08M)

1.87% less ownership

Funds ownership: 28.85%26.98% (-1.9%)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
11
Increased
25
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
26
Transamerica Financial Advisors
Florida
$1M +$7.95K +225 +0.7%
VKH
27
Virtu KCG Holdings
New York
$917K +$1.02M +28,838 New
Wells Fargo
28
Wells Fargo
California
$654K -$1.91M -54,055 -72%
PVH
29
Psagot Value Holdings
Israel
$541K -$17.7K -500 -3%
CWM
30
Concert Wealth Management
California
$497K +$123K +3,473 +28%
WWM
31
Willingdon Wealth Management
North Carolina
$417K +$175K +4,961 +61%
BRWA
32
B. Riley Wealth Advisors
Florida
$348K +$15.1K +428 +4%
PFS
33
Prospera Financial Services
Texas
$344K +$382K +10,817 New
AB
34
Atlas Brown
Kentucky
$256K +$53.6K +1,518 +23%
LA
35
Lynch & Associates
Indiana
$246K +$11.8K +333 +5%
RPG
36
Risk Paradigm Group
Texas
$210K +$233K +6,599 New
SAM
37
Shamrock Asset Management
Texas
$208K +$210K +5,945 +1,023%
Bank of America
38
Bank of America
North Carolina
$206K -$460K -13,010 -67%
WA
39
Waverly Advisors
Alabama
$81K
UBS Group
40
UBS Group
Switzerland
$80K +$1.52K +43 +2%
Creative Planning
41
Creative Planning
Kansas
$60K +$67.1K +1,900 New
KF
42
Krilogy Financial
Missouri
$50K +$55.1K +1,560 New
WA
43
WFG Advisors
Texas
$48K -$77.2K -2,185 -59%
ASN
44
Advisory Services Network
Georgia
$44K -$4.88K -138 -9%
WEC
45
Winslow Evans & Crocker
Massachusetts
$14.3K +$5.3K +150 +50%
IWMPD
46
Integrated Wealth Management (Palm Desert)
California
$13K +$35 +1 +0.2%
AIM
47
Advantage Investment Management
Iowa
$10K
RIA
48
Regal Investment Advisors
Michigan
$8K
AA
49
AlphaMark Advisors
Kentucky
$6K +$7.07K +200 New
MFS
50
MSI Financial Services
Massachusetts
$5K +$5.3K +150 New