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Fidelity MSCI Health Care Index ETF

152 hedge funds and large institutions have $446M invested in Fidelity MSCI Health Care Index ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

4% more funds holding

Funds holding: 146152 (+6)

2.56% less ownership

Funds ownership: 33.43%30.86% (-2.6%)

15% less capital invested

Capital invested by funds: $527M → $446M (-$81.4M)

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
3.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
23
Increased
52
Reduced
46
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.13M +$1.15M +25,974 New
WAM
52
Weatherly Asset Management
California
$1.11M -$5.76K -130 -0.5%
HCA
53
Heck Capital Advisors
Wisconsin
$1.08M +$177 +4 +0%
Citadel Advisors
54
Citadel Advisors
Florida
$1.07M +$298K +6,733 +38%
SSWM
55
Smith Salley Wealth Management
North Carolina
$1.03M +$278K +6,278 +36%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$1M -$6.24K -141 -0.6%
RSWM
57
Robertson Stephens Wealth Management
California
$993K
AI
58
Atria Investments
North Carolina
$921K +$54.5K +1,231 +6%
Jane Street
59
Jane Street
New York
$890K +$909K +20,520 New
LA
60
Lynch & Associates
Indiana
$843K +$20.1K +455 +2%
AB
61
Atlas Brown
Kentucky
$835K +$26.9K +608 +3%
AIC
62
Ameritas Investment Company
Nebraska
$823K +$308K +6,960 +58%
SXL
63
Summit X LLC
Missouri
$800K +$29.2K +659 +4%
MAFM
64
Mid Atlantic Financial Management
Pennsylvania
$786K +$48K +1,084 +6%
CPA
65
Court Place Advisors
Maryland
$752K +$296K +6,677 +63%
RJA
66
Raymond James & Associates
Florida
$734K +$750K +16,931 New
MML Investors Services
67
MML Investors Services
Massachusetts
$720K -$1.63M -36,765 -69%
MWC
68
MKD Wealth Coaches
Michigan
$674K +$688K +15,539 New
SCA
69
Snowden Capital Advisors
New York
$658K +$44.3K +1,000 +7%
PJSIMP
70
P.J. Schmidt Investment Management (PJS)
Wisconsin
$651K -$18.3K -414 -3%
SCP
71
Silverleafe Capital Partners
Tennessee
$648K +$33.5K +757 +5%
FHA
72
Flagship Harbor Advisors
Massachusetts
$641K +$360K +8,125 +122%
SS
73
Sunbelt Securities
Texas
$620K +$12.8K +288 +2%
HighTower Advisors
74
HighTower Advisors
Illinois
$609K -$6.14M -138,752 -91%
DLCIG
75
D.L. Carlson Investment Group
New Hampshire
$554K -$15.5K -349 -3%