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Fidelity MSCI Health Care Index ETF

141 hedge funds and large institutions have $498M invested in Fidelity MSCI Health Care Index ETF in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 17

81% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 32

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

14% more funds holding

Funds holding: 124141 (+17)

1.83% less ownership

Funds ownership: 34.16%32.33% (-1.8%)

6% less capital invested

Capital invested by funds: $527M → $498M (-$29.5M)

Holders
141
Holders Change
+17
Holders Change %
+13.71%
% of All Funds
3.14%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
38
Increased
58
Reduced
32
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$1.18M +$535K +12,164 +74%
WAM
52
Weatherly Asset Management
California
$1.06M +$174K +3,950 +18%
LNC
53
Lincoln National Corp
Pennsylvania
$1.04M -$974K -22,162 -47%
IA
54
IFP Advisors
Florida
$972K +$962K +21,891 +1,109%
RSWM
55
Robertson Stephens Wealth Management
California
$953K +$1.01M +22,888 New
BTS
56
BB&T Securities
Virginia
$948K -$16.6M -377,270 -94%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$830K +$27.1K +616 +3%
JIP
58
Jaffetilchin Investment Partners
Florida
$829K +$676K +15,374 +328%
BRWA
59
B. Riley Wealth Advisors
Florida
$809K +$860K +19,568 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$791K -$12.9K -294 -2%
SHIM
61
Stone House Investment Management
Pennsylvania
$764K +$813K +18,496 New
AB
62
Atlas Brown
Kentucky
$749K +$1.54K +35 +0.2%
LA
63
Lynch & Associates
Indiana
$739K +$3.12K +71 +0.4%
SSWM
64
Smith Salley Wealth Management
North Carolina
$700K -$61.3K -1,395 -8%
MWC
65
MKD Wealth Coaches
Michigan
$683K +$726K +16,525 New
MML Investors Services
66
MML Investors Services
Massachusetts
$649K +$105K +2,392 +18%
HCA
67
Heck Capital Advisors
Wisconsin
$613K +$65.9K +1,499 +11%
PJSIMP
68
P.J. Schmidt Investment Management (PJS)
Wisconsin
$602K -$9.01K -205 -1%
MAFM
69
Mid Atlantic Financial Management
Pennsylvania
$594K +$631K +14,366 New
CFD
70
Creative Financial Designs
Indiana
$567K +$27.5K +625 +5%
DLCIG
71
D.L. Carlson Investment Group
New Hampshire
$547K -$10.4K -237 -2%
SS
72
Sunbelt Securities
Texas
$486K +$1.71K +39 +0.3%
SCA
73
Snowden Capital Advisors
New York
$484K +$127K +2,900 +33%
Jane Street
74
Jane Street
New York
$463K +$493K +11,217 New
CPA
75
Court Place Advisors
Maryland
$459K +$176 +4 +0%