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Fidelity MSCI Health Care Index ETF

68 hedge funds and large institutions have $105M invested in Fidelity MSCI Health Care Index ETF in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

3% more funds holding

Funds holding: 6668 (+2)

0.17% less ownership

Funds ownership: 18.25%18.08% (-0.17%)

8% less capital invested

Capital invested by funds: $113M → $105M (-$8.59M)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
19
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$55K +$54.1K +1,633 New
PCFFS
52
Pacific Center for Financial Services
California
$51K +$51.3K +1,549 New
MFS
53
MSI Financial Services
Massachusetts
$43K +$8.28K +250 +24%
Creative Planning
54
Creative Planning
Kansas
$27K +$232 +7 +0.9%
HR
55
Howe & Rusling
New York
$21K +$21.5K +648 New
SAM
56
Shamrock Asset Management
Texas
$19K +$19.1K +577 New
WEC
57
Winslow Evans & Crocker
Massachusetts
$16K
NFG
58
Next Financial Group
Texas
$12K +$1.66K +50 +17%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$10K
VNA
60
Valley National Advisers
Pennsylvania
$10K
AA
61
AlphaMark Advisors
Kentucky
$7K
CHC
62
City Holding Co
West Virginia
$7K +$6.63K +200 New
HCA
63
Heck Capital Advisors
Wisconsin
$4.08K +$4.11K +124 New
PFS
64
Physicians Financial Services
North Carolina
$4K
AWM
65
AllSquare Wealth Management
New York
$2K
SFPIA
66
Stevens First Principles Investment Advisors
California
$1K +$563 +17 New
BFA
67
Beaumont Financial Advisors
Massachusetts
-$9.76M -283,321 Closed
VF
68
Virtu Financial
New York
-$6.39M -185,376 Closed
Jane Street
69
Jane Street
New York
-$2.41M -69,866 Closed
AIA
70
Allegis Investment Advisors
Idaho
-$1.47M -42,640 Closed
ACM
71
Argentus Capital Management
Texas
-$306K -8,896 Closed
TSS
72
Two Sigma Securities
New York
-$210K -6,102 Closed
CWM
73
Concert Wealth Management
California
-$41K -1,199 Closed
IWMPD
74
Integrated Wealth Management (Palm Desert)
California
-$14K -417 Closed
SSB
75
Sandy Spring Bank
Maryland
-$5K -135 Closed