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Fidelity MSCI Health Care Index ETF

146 hedge funds and large institutions have $527M invested in Fidelity MSCI Health Care Index ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 38

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

1.68% less ownership

Funds ownership: 35.11%33.43% (-1.7%)

3% less funds holding

Funds holding: 150146 (-4)

6% less capital invested

Capital invested by funds: $560M → $527M (-$33M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
146
Holders Change
-4
Holders Change %
-2.67%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
24
Increased
57
Reduced
38
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$1.05M -$113K -2,600 -10%
RSWM
52
Robertson Stephens Wealth Management
California
$1.03M
TRCT
53
Tower Research Capital (TRC)
New York
$1M -$737K -16,930 -43%
AI
54
Atria Investments
North Carolina
$877K +$871K +20,005 New
LA
55
Lynch & Associates
Indiana
$854K +$62K +1,423 +8%
AB
56
Atlas Brown
Kentucky
$839K +$23.2K +532 +3%
Citadel Advisors
57
Citadel Advisors
Florida
$807K -$1.18M -27,002 -60%
SXL
58
Summit X LLC
Missouri
$792K +$40.1K +920 +5%
SSWM
59
Smith Salley Wealth Management
North Carolina
$784K +$10.8K +249 +1%
MAFM
60
Mid Atlantic Financial Management
Pennsylvania
$767K +$93K +2,135 +14%
PJSIMP
61
P.J. Schmidt Investment Management (PJS)
Wisconsin
$694K +$17.7K +406 +3%
SCP
62
Silverleafe Capital Partners
Tennessee
$639K +$618K +14,190 New
SCA
63
Snowden Capital Advisors
New York
$638K -$60.7K -1,393 -9%
CW
64
Cobiz Wealth
Colorado
$637K -$1.43M -32,873 -70%
SS
65
Sunbelt Securities
Texas
$630K +$24.7K +566 +4%
DLCIG
66
D.L. Carlson Investment Group
New Hampshire
$591K -$15.3K -352 -3%
CFD
67
Creative Financial Designs
Indiana
$581K -$31.3K -719 -5%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$566K +$151K +3,469 +38%
AA
69
Advisory Alpha
Michigan
$560K +$165K +3,779 +43%
Prudential Financial
70
Prudential Financial
New Jersey
$553K +$69.6K +1,597 +15%
BTS
71
BB&T Securities
Virginia
$547K -$13.3K -306 -2%
AIC
72
Ameritas Investment Company
Nebraska
$541K -$286K -6,559 -35%
LNC
73
Lincoln National Corp
Pennsylvania
$531K -$842K -19,329 -62%
FA
74
FMA Advisory
Pennsylvania
$482K +$17.4K +399 +4%
CPA
75
Court Place Advisors
Maryland
$480K -$19.9K -456 -4%