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Fidelity MSCI Health Care Index ETF

152 hedge funds and large institutions have $446M invested in Fidelity MSCI Health Care Index ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

4% more funds holding

Funds holding: 146152 (+6)

2.56% less ownership

Funds ownership: 33.43%30.86% (-2.6%)

15% less capital invested

Capital invested by funds: $527M → $446M (-$81.4M)

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
3.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
23
Increased
52
Reduced
46
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
26
Exchange Capital Management
Michigan
$4.08M +$79K +1,785 +2%
BFA
27
Beaumont Financial Advisors
Massachusetts
$3.93M -$18.4K -416 -0.5%
VC
28
Vicus Capital
Pennsylvania
$3.79M +$317K +7,164 +9%
SSW
29
Smith Shellnut Wilson
Mississippi
$3.5M +$487 +11 +0%
MFM
30
Mirsky Financial Management
New York
$3.01M +$47.8K +1,080 +2%
Mariner
31
Mariner
Kansas
$2.78M +$80.9K +1,827 +3%
NAM
32
NorthCoast Asset Management
Connecticut
$2.76M +$489K +11,049 +21%
CA
33
Cetera Advisors
Colorado
$2.59M +$31.5K +712 +1%
AG
34
Advisor Group
Arizona
$2.52M -$697K -15,750 -21%
5L
35
55I LLC
Massachusetts
$2.5M +$140K +3,151 +6%
TCM
36
Traynor Capital Management
Pennsylvania
$2.43M -$90.5K -2,044 -4%
AIA
37
Armor Investment Advisors
North Carolina
$2.38M +$50.2K +1,134 +2%
UBS Group
38
UBS Group
Switzerland
$2.21M -$1.06M -23,960 -32%
Northern Trust
39
Northern Trust
Illinois
$2.17M
Bank of America
40
Bank of America
North Carolina
$1.99M -$4.34M -98,102 -68%
NR
41
Newfound Research
Massachusetts
$1.88M +$525K +11,854 +38%
CWG
42
Cornerstone Wealth Group
North Carolina
$1.83M +$218K +4,924 +13%
IA
43
IFP Advisors
Florida
$1.74M +$1.79M +40,492 New
Goldman Sachs
44
Goldman Sachs
New York
$1.69M +$1.72M +38,927 New
Ameriprise
45
Ameriprise
Minnesota
$1.66M +$200K +4,525 +13%
TRCT
46
Tower Research Capital (TRC)
New York
$1.52M +$568K +12,829 +58%
JP Morgan Chase
47
JP Morgan Chase
New York
$1.47M -$17.6K -398 -1%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$1.37M +$89.2K +2,015 +7%
LFS
49
Legacy Financial Strategies
Kansas
$1.19M +$1.18M +26,600 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$1.15M +$621K +14,015 +111%