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Fidelity MSCI Health Care Index ETF

146 hedge funds and large institutions have $527M invested in Fidelity MSCI Health Care Index ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 38

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

1.68% less ownership

Funds ownership: 35.11%33.43% (-1.7%)

3% less funds holding

Funds holding: 150146 (-4)

6% less capital invested

Capital invested by funds: $560M → $527M (-$33M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
146
Holders Change
-4
Holders Change %
-2.67%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
24
Increased
57
Reduced
38
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
26
Rehmann Capital Advisory Group
Michigan
$5M +$84.6K +1,943 +2%
SB
27
Suntrust Banks
Georgia
$4.46M +$243K +5,579 +5%
ECM
28
Exchange Capital Management
Michigan
$4.15M +$437K +10,024 +12%
BFA
29
Beaumont Financial Advisors
Massachusetts
$4.1M -$15.9M -364,100 -80%
SSW
30
Smith Shellnut Wilson
Mississippi
$3.63M -$9.28K -213 -0.3%
VC
31
Vicus Capital
Pennsylvania
$3.62M +$1.34M +30,817 +62%
UBS Group
32
UBS Group
Switzerland
$3.38M -$380K -8,721 -10%
AG
33
Advisor Group
Arizona
$3.33M +$1.37M +31,391 +74%
MFM
34
Mirsky Financial Management
New York
$3.08M +$93K +2,134 +3%
Mariner
35
Mariner
Kansas
$2.8M +$146K +3,341 +6%
CA
36
Cetera Advisors
Colorado
$2.65M +$26K +597 +1%
TCM
37
Traynor Capital Management
Pennsylvania
$2.63M -$197K -4,528 -7%
5L
38
55I LLC
Massachusetts
$2.45M +$1.81M +41,484 +318%
AIA
39
Armor Investment Advisors
North Carolina
$2.42M +$52.8K +1,213 +2%
MML Investors Services
40
MML Investors Services
Massachusetts
$2.4M +$1.25M +28,607 +116%
NAM
41
NorthCoast Asset Management
Connecticut
$2.37M -$2.07M -47,533 -47%
Northern Trust
42
Northern Trust
Illinois
$2.25M
CWG
43
Cornerstone Wealth Group
North Carolina
$1.68M +$289K +6,640 +22%
JP Morgan Chase
44
JP Morgan Chase
New York
$1.54M -$77K -1,767 -5%
Ameriprise
45
Ameriprise
Minnesota
$1.53M -$1.59M -36,605 -52%
NR
46
Newfound Research
Massachusetts
$1.41M +$1.37M +31,389 New
BCA
47
Bay Colony Advisors
Massachusetts
$1.41M -$106K -2,433 -7%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$1.33M +$354K +8,129 +38%
WAM
49
Weatherly Asset Management
California
$1.15M
HCA
50
Heck Capital Advisors
Wisconsin
$1.12M +$342K +7,850 +46%