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Fidelity MSCI Health Care Index ETF

97 hedge funds and large institutions have $229M invested in Fidelity MSCI Health Care Index ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

100% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 21

18% more funds holding

Funds holding: 8297 (+15)

13% more capital invested

Capital invested by funds: $202M → $229M (+$26.6M)

1.29% more ownership

Funds ownership: 23.73%25.01% (+1.3%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
97
Holders Change
+15
Holders Change %
+18.29%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
42
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$2.42M +$369K +9,259 +18%
RW
27
Rand Wealth
Maryland
$2.37M +$66.1K +1,660 +3%
HighTower Advisors
28
HighTower Advisors
Illinois
$2.21M -$24.2K -607 -1%
Northern Trust
29
Northern Trust
Illinois
$2.15M +$749K +18,814 +54%
AIA
30
Armor Investment Advisors
North Carolina
$2.08M +$133K +3,340 +7%
CA
31
Cetera Advisors
Colorado
$1.73M +$38.4K +964 +2%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.68M +$1.23M +30,788 +274%
AG
33
Advisor Group
Arizona
$1.57M +$1.03M +25,745 +190%
VC
34
Vicus Capital
Pennsylvania
$1.09M +$161K +4,051 +17%
BCI
35
Brinker Capital Investments
Pennsylvania
$1.04M +$55K +1,380 +6%
GRP
36
Global Retirement Partners
California
$1.03M +$286K +7,189 +39%
CFD
37
Creative Financial Designs
Indiana
$945K -$635K -15,943 -40%
AB
38
AT Bancorp
Iowa
$912K +$909K +22,818 New
ECM
39
Exchange Capital Management
Michigan
$878K +$193K +4,853 +28%
WAM
40
Weatherly Asset Management
California
$864K -$71.7K -1,800 -8%
AB
41
Atlas Brown
Kentucky
$770K -$36.8K -923 -5%
RCAG
42
Rehmann Capital Advisory Group
Michigan
$764K +$32.5K +815 +4%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$742K +$127K +3,201 +21%
SCA
44
Snowden Capital Advisors
New York
$717K +$350K +8,776 +96%
SSWM
45
Smith Salley Wealth Management
North Carolina
$631K +$629K +15,790 New
DLCIG
46
D.L. Carlson Investment Group
New Hampshire
$588K +$59.8K +1,502 +11%
LA
47
Lynch & Associates
Indiana
$576K +$44.6K +1,120 +8%
BRWA
48
B. Riley Wealth Advisors
Florida
$556K +$553K +13,882 New
PJSIMP
49
P.J. Schmidt Investment Management (PJS)
Wisconsin
$510K -$956 -24 -0.2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$484K +$42.3K +1,061 +10%