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Fidelity MSCI Health Care Index ETF

124 hedge funds and large institutions have $527M invested in Fidelity MSCI Health Care Index ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

67% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 30

33% more capital invested

Capital invested by funds: $395M → $527M (+$132M)

14% more funds holding

Funds holding: 109124 (+15)

0.13% more ownership

Funds ownership: 34.04%34.16% (+0.13%)

Holders
124
Holders Change
+15
Holders Change %
+13.76%
% of All Funds
2.83%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
28
Increased
50
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$2.96M +$41.5K +932 +1%
TCM
27
Traynor Capital Management
Pennsylvania
$2.88M -$1.38K -31 -0.1%
Mariner
28
Mariner
Kansas
$2.66M -$102K -2,295 -4%
AG
29
Advisor Group
Arizona
$2.51M +$1.37M +30,734 +134%
AIA
30
Armor Investment Advisors
North Carolina
$2.47M -$89.9K -2,016 -4%
CA
31
Cetera Advisors
Colorado
$2.4M +$356K +7,989 +19%
Northern Trust
32
Northern Trust
Illinois
$2.37M -$145K -3,245 -6%
LNC
33
Lincoln National Corp
Pennsylvania
$2.22M +$998K +22,396 +90%
NR
34
Newfound Research
Massachusetts
$2.14M +$2.04M +45,766 New
ECM
35
Exchange Capital Management
Michigan
$2.09M +$59.8K +1,341 +3%
BCI
36
Brinker Capital Investments
Pennsylvania
$1.68M +$321K +7,199 +25%
BCA
37
Bay Colony Advisors
Massachusetts
$1.62M +$158K +3,544 +11%
BCM
38
Beck Capital Management
Texas
$1.5M +$867K +19,443 +155%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$1.26M +$227K +5,096 +23%
GRP
40
Global Retirement Partners
California
$1.15M -$31.2K -700 -3%
VC
41
Vicus Capital
Pennsylvania
$1.06M -$97.5K -2,187 -9%
RCAG
42
Rehmann Capital Advisory Group
Michigan
$1.04M +$10.9K +244 +1%
WAM
43
Weatherly Asset Management
California
$1.01M +$3.12K +70 +0.3%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$911K -$18.9K -423 -2%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$910K +$121K +2,706 +16%
SSWM
46
Smith Salley Wealth Management
North Carolina
$858K +$54.7K +1,226 +7%
AB
47
Atlas Brown
Kentucky
$847K +$17.6K +395 +2%
LA
48
Lynch & Associates
Indiana
$834K -$7.27K -163 -0.9%
CW
49
Cobiz Wealth
Colorado
$832K -$1.59M -35,752 -67%
TRCT
50
Tower Research Capital (TRC)
New York
$765K -$194K -4,349 -21%