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Fidelity MSCI Health Care Index ETF

98 hedge funds and large institutions have $358M invested in Fidelity MSCI Health Care Index ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

62% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 26

57% more capital invested

Capital invested by funds: $229M → $358M (+$130M)

7.58% more ownership

Funds ownership: 25.01%32.59% (+7.6%)

1% more funds holding

Funds holding: 9798 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

12% less call options, than puts

Call options by funds: $203K | Put options by funds: $231K

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
12
Increased
42
Reduced
26
Closed
11
Calls
$203K
Puts
$231K
Net Calls
-$28K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$1.68M +$1.35M +32,625 +340%
ECM
27
Exchange Capital Management
Michigan
$1.4M +$549K +13,253 +60%
GRP
28
Global Retirement Partners
California
$1.14M +$121K +2,916 +11%
VC
29
Vicus Capital
Pennsylvania
$1.07M -$21.5K -520 -2%
BCI
30
Brinker Capital Investments
Pennsylvania
$1.06M +$20.8K +503 +2%
SCA
31
Snowden Capital Advisors
New York
$870K +$162K +3,919 +22%
WAM
32
Weatherly Asset Management
California
$860K
RCAG
33
Rehmann Capital Advisory Group
Michigan
$842K +$84.9K +2,051 +11%
Bank of America
34
Bank of America
North Carolina
$768K -$2.2M -53,069 -73%
CFD
35
Creative Financial Designs
Indiana
$717K -$234K -5,640 -24%
AB
36
Atlas Brown
Kentucky
$717K +$5.51K +133 +0.7%
TRCT
37
Tower Research Capital (TRC)
New York
$711K +$350K +8,449 +90%
SS
38
Sunbelt Securities
Texas
$688K +$214K +5,169 +43%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$669K -$73.1K -1,765 -10%
LA
40
Lynch & Associates
Indiana
$635K +$63.7K +1,537 +11%
SSWM
41
Smith Salley Wealth Management
North Carolina
$614K -$15.2K -368 -2%
BRWA
42
B. Riley Wealth Advisors
Florida
$578K +$25.6K +617 +4%
DLCIG
43
D.L. Carlson Investment Group
New Hampshire
$564K -$22.7K -547 -4%
PJSIMP
44
P.J. Schmidt Investment Management (PJS)
Wisconsin
$558K +$52.4K +1,266 +10%
AG
45
Advisor Group
Arizona
$557K -$1.05M -25,328 -64%
FA
46
FDx Advisors
Illinois
$495K +$189K +4,552 +58%
BCM
47
Beck Capital Management
Texas
$473K +$202K +4,871 +69%
WPP
48
Whalerock Point Partners
Rhode Island
$472K +$140K +3,391 +40%
CPA
49
Court Place Advisors
Maryland
$469K +$29.4K +711 +6%
FA
50
FMA Advisory
Pennsylvania
$423K +$29.2K +704 +7%