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Fidelity MSCI Health Care Index ETF

124 hedge funds and large institutions have $527M invested in Fidelity MSCI Health Care Index ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

67% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 30

33% more capital invested

Capital invested by funds: $395M → $527M (+$132M)

14% more funds holding

Funds holding: 109124 (+15)

0.13% more ownership

Funds ownership: 34.04%34.16% (+0.13%)

Holders
124
Holders Change
+15
Holders Change %
+13.76%
% of All Funds
2.83%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
28
Increased
50
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
51
P.J. Schmidt Investment Management (PJS)
Wisconsin
$691K +$16K +360 +2%
DLCIG
52
D.L. Carlson Investment Group
New Hampshire
$631K -$44.4K -995 -7%
HCA
53
Heck Capital Advisors
Wisconsin
$624K +$154K +3,460 +35%
MML Investors Services
54
MML Investors Services
Massachusetts
$623K -$45.7K -1,025 -7%
CFD
55
Creative Financial Designs
Indiana
$613K -$111K -2,485 -16%
SS
56
Sunbelt Securities
Texas
$549K +$10.7K +240 +2%
WPP
57
Whalerock Point Partners
Rhode Island
$538K +$161K +3,604 +46%
CPA
58
Court Place Advisors
Maryland
$520K +$18.9K +423 +4%
FA
59
FMA Advisory
Pennsylvania
$490K +$14.8K +332 +3%
SCA
60
Snowden Capital Advisors
New York
$413K +$29.9K +671 +8%
GWM
61
Geneos Wealth Management
Colorado
$408K +$51.4K +1,153 +15%
KeyBank National Association
62
KeyBank National Association
Ohio
$400K
DOA
63
D'Orazio & Associates
Virginia
$393K
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$386K -$7.93K -178 -2%
MWM
65
Mascoma Wealth Management
New Hampshire
$304K +$115K +2,575 +66%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$304K +$289K +6,490 New
KSA
67
Ken Stern & Associates
California
$293K +$279K +6,257 New
Creative Planning
68
Creative Planning
Kansas
$251K +$239K +5,372 New
PAG
69
Private Advisor Group
New Jersey
$250K +$238K +5,344 New
FAAS
70
First Allied Advisory Services
California
$229K -$7.31K -164 -3%
JP Morgan Chase
71
JP Morgan Chase
New York
$222K +$4.46K +100 +2%
JIP
72
Jaffetilchin Investment Partners
Florida
$220K -$10.1K -226 -5%
GFPC
73
Global Financial Private Capital
Florida
$213K -$135K -3,028 -40%
FIM
74
Fernwood Investment Management
Massachusetts
$211K +$201K +4,500 New
PAG
75
Pinnacle Advisory Group
Maryland
$203K -$178K -3,992 -48%