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Fidelity MSCI Health Care Index ETF

150 hedge funds and large institutions have $560M invested in Fidelity MSCI Health Care Index ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

42% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 43

13% more capital invested

Capital invested by funds: $498M → $560M (+$62.8M)

6% more funds holding

Funds holding: 141150 (+9)

2.78% more ownership

Funds ownership: 32.33%35.11% (+2.8%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
150
Holders Change
+9
Holders Change %
+6.38%
% of All Funds
3.25%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
25
Increased
61
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
51
Lincoln National Corp
Pennsylvania
$1.39M +$258K +5,913 +23%
CWG
52
Cornerstone Wealth Group
North Carolina
$1.37M +$1.34M +30,749 New
Fidelity Investments
53
Fidelity Investments
Massachusetts
$1.15M -$349K -7,997 -24%
WAM
54
Weatherly Asset Management
California
$1.14M +$44 +1 +0%
MML Investors Services
55
MML Investors Services
Massachusetts
$1.1M +$394K +9,039 +58%
RSWM
56
Robertson Stephens Wealth Management
California
$1.02M
RJFSA
57
Raymond James Financial Services Advisors
Florida
$952K +$57.1K +1,308 +7%
Goldman Sachs
58
Goldman Sachs
New York
$921K +$903K +20,706 New
BRWA
59
B. Riley Wealth Advisors
Florida
$919K +$46.5K +1,065 +5%
AIC
60
Ameritas Investment Company
Nebraska
$827K +$810K +18,573 New
AB
61
Atlas Brown
Kentucky
$806K -$916 -21 -0.1%
LA
62
Lynch & Associates
Indiana
$781K -$14.8K -340 -2%
SSWM
63
Smith Salley Wealth Management
North Carolina
$764K +$9.38K +215 +1%
HCA
64
Heck Capital Advisors
Wisconsin
$756K +$94.2K +2,160 +15%
SXL
65
Summit X LLC
Missouri
$744K +$733K +16,802 New
SCA
66
Snowden Capital Advisors
New York
$693K +$168K +3,853 +33%
VF
67
Virtu Financial
New York
$675K -$2.54M -58,140 -79%
PJSIMP
68
P.J. Schmidt Investment Management (PJS)
Wisconsin
$668K +$19.1K +437 +3%
MAFM
69
Mid Atlantic Financial Management
Pennsylvania
$663K +$23.6K +541 +4%
BCM
70
Beck Capital Management
Texas
$617K +$605K +13,865 New
CFD
71
Creative Financial Designs
Indiana
$605K -$4.93K -113 -0.8%
Nomura Holdings
72
Nomura Holdings
Japan
$602K +$589K +13,500 New
MWC
73
MKD Wealth Coaches
Michigan
$600K -$133K -3,045 -18%
DLCIG
74
D.L. Carlson Investment Group
New Hampshire
$600K +$10K +230 +2%
SS
75
Sunbelt Securities
Texas
$598K +$72.5K +1,663 +14%