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Fidelity MSCI Health Care Index ETF

60 hedge funds and large institutions have $124M invested in Fidelity MSCI Health Care Index ETF in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

27% more capital invested

Capital invested by funds: $97.2M → $124M (+$26.3M)

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

7% more funds holding

Funds holding: 5660 (+4)

3.11% more ownership

Funds ownership: 17.02%20.13% (+3.1%)

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
24
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$468K +$221K +6,649 +93%
SG Americas Securities
27
SG Americas Securities
New York
$407K -$2.03M -60,892 -83%
SG
28
Societe Generale
$407K +$401K +12,042 New
TFA
29
Transamerica Financial Advisors
Florida
$366K -$28.4K -853 -7%
ACM
30
Argentus Capital Management
Texas
$361K +$343K +10,308 +2,698%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$352K +$138K +4,138 +66%
RPG
32
Risk Paradigm Group
Texas
$348K -$67.4K -2,025 -16%
Ameriprise
33
Ameriprise
Minnesota
$342K -$1.42M -42,588 -81%
LA
34
Lynch & Associates
Indiana
$328K +$30.2K +908 +10%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$252K +$248K +7,458 New
RFWA
36
RPg Family Wealth Advisory
Massachusetts
$234K +$25.4K +762 +12%
WAM
37
Weatherly Asset Management
California
$202K +$198K +5,966 New
AG
38
Advisor Group
Arizona
$169K +$169K +5,082 New
GWM
39
Geneos Wealth Management
Colorado
$106K +$333 +10 +0.3%
WA
40
WFG Advisors
Texas
$104K +$8.98K +270 +10%
IA
41
IFP Advisors
Florida
$98K -$15.2K -456 -14%
UBS Group
42
UBS Group
Switzerland
$78K +$998 +30 +1%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$67K +$17.6K +529 +36%
KF
44
Krilogy Financial
Missouri
$62K +$200 +6 +0.3%
HIIFS
45
Harel Insurance Investments & Financial Services
Israel
$58K +$57.2K +1,720 New
AIM
46
Advantage Investment Management
Iowa
$53K +$25.5K +766 +96%
Wells Fargo
47
Wells Fargo
California
$47K +$9.91K +298 +27%
MFS
48
MSI Financial Services
Massachusetts
$19K
Citigroup
49
Citigroup
New York
$19K +$16.3K +489 +730%
Creative Planning
50
Creative Planning
Kansas
$17K -$1.13K -34 -6%