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Fidelity MSCI Health Care Index ETF

68 hedge funds and large institutions have $105M invested in Fidelity MSCI Health Care Index ETF in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

3% more funds holding

Funds holding: 6668 (+2)

0.17% less ownership

Funds ownership: 18.25%18.08% (-0.17%)

8% less capital invested

Capital invested by funds: $113M → $105M (-$8.59M)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
19
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
26
Virtu KCG Holdings
New York
$498K -$963K -29,061 -66%
Ameriprise
27
Ameriprise
Minnesota
$455K +$57.2K +1,725 +14%
SG Americas Securities
28
SG Americas Securities
New York
$420K +$423K +12,779 New
LA
29
Lynch & Associates
Indiana
$408K +$67.3K +2,031 +20%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$401K -$1.52M -45,914 -79%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$385K -$12.9M -388,316 -97%
IA
32
IFP Advisors
Florida
$379K +$315K +9,514 +475%
TFA
33
Transamerica Financial Advisors
Florida
$325K -$10.6K -320 -3%
PJSIMP
34
P.J. Schmidt Investment Management (PJS)
Wisconsin
$308K +$19.7K +596 +7%
KeyBank National Association
35
KeyBank National Association
Ohio
$286K +$4.97K +150 +2%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$260K -$137K -4,130 -34%
RPG
37
Risk Paradigm Group
Texas
$232K -$128K -3,868 -35%
Mariner
38
Mariner
Kansas
$210K -$56K -1,690 -21%
VC
39
Vicus Capital
Pennsylvania
$210K -$23.6K -713 -10%
RFWA
40
RPg Family Wealth Advisory
Massachusetts
$184K +$38.2K +1,152 +26%
UBS Group
41
UBS Group
Switzerland
$183K +$38.3K +1,157 +26%
AG
42
Advisor Group
Arizona
$150K -$31.3K -946 -17%
BCI
43
Brinker Capital Investments
Pennsylvania
$147K +$117K +3,522 +375%
JP Morgan Chase
44
JP Morgan Chase
New York
$134K +$135K +4,065 New
GWM
45
Geneos Wealth Management
Colorado
$112K -$1.32M -39,714 -92%
WA
46
WFG Advisors
Texas
$97K -$4.94K -149 -5%
KF
47
Krilogy Financial
Missouri
$80K +$9.21K +278 +13%
AIM
48
Advantage Investment Management
Iowa
$67K
Wells Fargo
49
Wells Fargo
California
$63K -$33.4K -1,009 -34%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$60K -$9.38K -283 -13%