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Fidelity MSCI Health Care Index ETF

179 hedge funds and large institutions have $575M invested in Fidelity MSCI Health Care Index ETF in 2019 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

51% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 41

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

29% more capital invested

Capital invested by funds: $446M → $575M (+$129M)

18% more funds holding

Funds holding: 152179 (+27)

3.25% more ownership

Funds ownership: 30.86%34.11% (+3.2%)

Holders
179
Holders Change
+27
Holders Change %
+17.76%
% of All Funds
3.53%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
47
Increased
62
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$5.83M -$245K -5,271 -4%
HighTower Advisors
27
HighTower Advisors
Illinois
$5.69M +$4.66M +100,420 +709%
5L
28
55I LLC
Massachusetts
$5.24M +$2.21M +47,692 +83%
Truist Financial
29
Truist Financial
North Carolina
$4.32M +$4.03M +86,863 New
VC
30
Vicus Capital
Pennsylvania
$4.29M -$54.1K -1,166 -1%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$4.06M +$2.56M +55,058 +207%
ECM
32
Exchange Capital Management
Michigan
$3.96M -$675K -14,531 -15%
SSW
33
Smith Shellnut Wilson
Mississippi
$3.91M -$97.2K -2,094 -3%
KPWG
34
KFA Private Wealth Group
Virginia
$3.8M +$3.55M +76,431 New
MFM
35
Mirsky Financial Management
New York
$3.7M +$227K +4,878 +7%
Jane Street
36
Jane Street
New York
$3.61M +$2.41M +52,000 +253%
BFA
37
Beaumont Financial Advisors
Massachusetts
$3.49M -$948K -20,425 -23%
DFG
38
Demars Financial Group
Washington
$3.2M +$2.99M +64,407 New
Mariner
39
Mariner
Kansas
$3.08M -$106K -2,286 -4%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$2.99M +$1.32M +28,515 +90%
TCM
41
Traynor Capital Management
Pennsylvania
$2.98M +$176K +3,791 +7%
LWA
42
LWS Wealth Advisors
New Jersey
$2.97M +$2.77M +59,681 New
AG
43
Advisor Group
Arizona
$2.96M +$59.8K +1,288 +2%
CA
44
Cetera Advisors
Colorado
$2.85M -$117K -2,525 -4%
AIA
45
Armor Investment Advisors
North Carolina
$2.72M -$9.98K -215 -0.4%
UBS Group
46
UBS Group
Switzerland
$2.54M -$3.99K -86 -0.2%
Northern Trust
47
Northern Trust
Illinois
$2.44M -$51.9K -1,118 -2%
MWM
48
Maltin Wealth Management
New Jersey
$2.33M +$2.17M +46,776 New
NAM
49
NorthCoast Asset Management
Connecticut
$2.16M -$935K -20,140 -32%
SG
50
StoneX Group
New York
$2.05M +$1.91M +41,180 New