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Fidelity MSCI Health Care Index ETF

98 hedge funds and large institutions have $358M invested in Fidelity MSCI Health Care Index ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

62% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 26

57% more capital invested

Capital invested by funds: $229M → $358M (+$130M)

7.58% more ownership

Funds ownership: 25.01%32.59% (+7.6%)

1% more funds holding

Funds holding: 9798 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

12% less call options, than puts

Call options by funds: $203K | Put options by funds: $231K

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
12
Increased
42
Reduced
26
Closed
11
Calls
$203K
Puts
$231K
Net Calls
-$28K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
CM
51
Cornerstone Management
Georgia
$423K +$440K +10,617 New
HCA
52
Heck Capital Advisors
Wisconsin
$416K +$144K +3,469 +50%
CW
53
Cobiz Wealth
Colorado
$406K -$2.24M -54,113 -84%
MML Investors Services
54
MML Investors Services
Massachusetts
$394K +$410K +9,896 New
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$389K +$265K +6,394 +190%
VF
56
Virtu Financial
New York
$356K +$370K +8,945 New
KeyBank National Association
57
KeyBank National Association
Ohio
$340K
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$336K -$151K -3,650 -30%
PAG
59
Pinnacle Advisory Group
Maryland
$331K -$1.24K -30 -0.4%
GWM
60
Geneos Wealth Management
Colorado
$296K -$4.94M -119,370 -94%
HighTower Advisors
61
HighTower Advisors
Illinois
$278K -$2M -48,185 -87%
LNC
62
Lincoln National Corp
Pennsylvania
$260K -$2.52M -60,802 -90%
SWP
63
Stratos Wealth Partners
Ohio
$238K +$248K +5,976 New
Fisher Asset Management
64
Fisher Asset Management
Washington
$228K +$237K +5,720 New
Ameriprise
65
Ameriprise
Minnesota
$218K -$39.2K -947 -15%
JP Morgan Chase
66
JP Morgan Chase
New York
$180K +$13.3K +322 +8%
KF
67
Krilogy Financial
Missouri
$143K +$56.1K +1,354 +60%
AWA
68
Acorn Wealth Advisors
Michigan
$136K -$2.36K -57 -2%
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$129K +$290 +7 +0.2%
AIM
70
Advantage Investment Management
Iowa
$98K +$18.6K +448 +22%
IA
71
IFP Advisors
Florida
$76K
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$64K +$66.3K +1,602 +160,200%
PCFFS
73
Pacific Center for Financial Services
California
$62K
GWA
74
Guidant Wealth Advisors
Illinois
$58K
BFEC
75
Benjamin F. Edwards & Company
Missouri
$42K +$22.1K +533 +103%