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Fidelity MSCI Health Care Index ETF

73 hedge funds and large institutions have $163M invested in Fidelity MSCI Health Care Index ETF in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

55% more capital invested

Capital invested by funds: $105M → $163M (+$57.8M)

7% more funds holding

Funds holding: 6873 (+5)

5.3% more ownership

Funds ownership: 18.08%23.38% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
30
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
51
Heck Capital Advisors
Wisconsin
$85.5K +$79.4K +2,270 +1,831%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$85K +$19.7K +563 +31%
AA
53
Advisory Alpha
Michigan
$81K +$79.1K +2,263 New
KF
54
Krilogy Financial
Missouri
$80K
AIM
55
Advantage Investment Management
Iowa
$72K
PCFFS
56
Pacific Center for Financial Services
California
$55K
NR
57
Newfound Research
Massachusetts
$30K +$29.8K +852 New
RPG
58
Risk Paradigm Group
Texas
$27.9K -$219K -6,270 -89%
SAM
59
Shamrock Asset Management
Texas
$21K
Creative Planning
60
Creative Planning
Kansas
$18K -$10.7K -307 -38%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$18K +$18.1K +517 New
WEC
62
Winslow Evans & Crocker
Massachusetts
$12.5K -$4.75K -136 -28%
RFWA
63
RPg Family Wealth Advisory
Massachusetts
$12.2K -$184K -5,249 -94%
VNA
64
Valley National Advisers
Pennsylvania
$11K
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$10K
TFA
66
Transamerica Financial Advisors
Florida
$8K -$337K -9,637 -98%
AA
67
AlphaMark Advisors
Kentucky
$7K
CHC
68
City Holding Co
West Virginia
$7K
NFG
69
Next Financial Group
Texas
$4K -$8.74K -250 -71%
AWM
70
AllSquare Wealth Management
New York
$2K
Citadel Advisors
71
Citadel Advisors
Florida
-$605K -18,388 Closed
VKH
72
Virtu KCG Holdings
New York
-$498K -15,142 Closed
Mariner
73
Mariner
Kansas
-$210K -6,390 Closed
JP Morgan Chase
74
JP Morgan Chase
New York
-$134K -4,065 Closed
HR
75
Howe & Rusling
New York
-$21K -648 Closed