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Fidelity MSCI Health Care Index ETF

97 hedge funds and large institutions have $229M invested in Fidelity MSCI Health Care Index ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

100% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 21

18% more funds holding

Funds holding: 8297 (+15)

13% more capital invested

Capital invested by funds: $202M → $229M (+$26.6M)

1.29% more ownership

Funds ownership: 23.73%25.01% (+1.3%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
97
Holders Change
+15
Holders Change %
+18.29%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
42
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Sunbelt Securities
Texas
$484K +$91.5K +2,297 +23%
CPA
52
Court Place Advisors
Maryland
$443K +$34.2K +859 +8%
FA
53
FMA Advisory
Pennsylvania
$397K +$43.8K +1,100 +12%
Mariner
54
Mariner
Kansas
$384K +$77.9K +1,955 +26%
TRCT
55
Tower Research Capital (TRC)
New York
$376K -$649K -16,293 -63%
KeyBank National Association
56
KeyBank National Association
Ohio
$342K -$5.97K -150 -2%
WPP
57
Whalerock Point Partners
Rhode Island
$338K +$5.14K +129 +2%
PAG
58
Pinnacle Advisory Group
Maryland
$334K +$5.22K +131 +2%
FA
59
FDx Advisors
Illinois
$315K -$106K -2,669 -25%
BCM
60
Beck Capital Management
Texas
$281K +$280K +7,020 New
HCA
61
Heck Capital Advisors
Wisconsin
$279K +$66.6K +1,672 +32%
Ameriprise
62
Ameriprise
Minnesota
$256K -$2.72M -68,370 -91%
JP Morgan Chase
63
JP Morgan Chase
New York
$168K +$40.2K +1,010 +32%
AWA
64
Acorn Wealth Advisors
Michigan
$140K +$136K +3,405 New
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$136K +$133K +3,327 New
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$135K +$45.1K +1,132 +50%
MSA
67
Marino Stram & Associates
Massachusetts
$118K +$118K +2,962 New
FAAS
68
First Allied Advisory Services
California
$116K +$115K +2,896 New
KF
69
Krilogy Financial
Missouri
$90K -$8.12K -204 -8%
AIM
70
Advantage Investment Management
Iowa
$81K
IA
71
IFP Advisors
Florida
$76K -$32K -804 -30%
PCFFS
72
Pacific Center for Financial Services
California
$62K
GWA
73
Guidant Wealth Advisors
Illinois
$60K +$35.3K +886 +205%
MWM
74
Mascoma Wealth Management
New Hampshire
$39K +$13.7K +345 +59%
RPG
75
Risk Paradigm Group
Texas
$24.1K +$24K +603 New