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Fidelity MSCI Health Care Index ETF

73 hedge funds and large institutions have $163M invested in Fidelity MSCI Health Care Index ETF in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

55% more capital invested

Capital invested by funds: $105M → $163M (+$57.8M)

7% more funds holding

Funds holding: 6873 (+5)

5.3% more ownership

Funds ownership: 18.08%23.38% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
30
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$1.29M +$820K +23,441 +183%
UBS Group
27
UBS Group
Switzerland
$1.23M +$1.01M +28,976 +520%
WAM
28
Weatherly Asset Management
California
$850K +$46.5K +1,330 +6%
CFD
29
Creative Financial Designs
Indiana
$709K -$201K -5,756 -22%
AB
30
Atlas Brown
Kentucky
$706K +$22.3K +639 +3%
GRP
31
Global Retirement Partners
California
$677K +$663K +18,961 New
TRCT
32
Tower Research Capital (TRC)
New York
$645K -$784K -22,415 -55%
VF
33
Virtu Financial
New York
$616K +$603K +17,248 New
LA
34
Lynch & Associates
Indiana
$457K +$13.4K +382 +3%
IA
35
IFP Advisors
Florida
$441K +$29K +829 +7%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$420K -$1.34M -38,414 -77%
VEA
37
Virtus ETF Advisers
New York
$389K +$381K +10,900 New
PJSIMP
38
P.J. Schmidt Investment Management (PJS)
Wisconsin
$386K +$50.4K +1,441 +15%
VC
39
Vicus Capital
Pennsylvania
$376K +$144K +4,124 +64%
PAG
40
Pinnacle Advisory Group
Maryland
$362K -$20.5M -585,377 -98%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$356K +$73K +2,088 +26%
FA
42
FMA Advisory
Pennsylvania
$355K +$348K +9,945 New
FA
43
FDx Advisors
Illinois
$344K +$337K +9,626 New
Goldman Sachs
44
Goldman Sachs
New York
$331K -$224K -6,413 -41%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$329K -$104K -2,976 -24%
KeyBank National Association
46
KeyBank National Association
Ohio
$310K
BCI
47
Brinker Capital Investments
Pennsylvania
$272K +$111K +3,168 +71%
Jane Street
48
Jane Street
New York
$262K +$256K +7,333 New
WA
49
WFG Advisors
Texas
$149K +$42.8K +1,224 +42%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$118K +$58.5K +1,674 +103%