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Fidelity MSCI Health Care Index ETF

179 hedge funds and large institutions have $575M invested in Fidelity MSCI Health Care Index ETF in 2019 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

51% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 41

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

29% more capital invested

Capital invested by funds: $446M → $575M (+$129M)

18% more funds holding

Funds holding: 152179 (+27)

3.25% more ownership

Funds ownership: 30.86%34.11% (+3.2%)

Holders
179
Holders Change
+27
Holders Change %
+17.76%
% of All Funds
3.53%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
47
Increased
62
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$1.92M +$789 +17 +0%
NR
52
Newfound Research
Massachusetts
$1.81M -$315K -6,775 -16%
PG
53
Prostatis Group
Maryland
$1.74M +$1.62M +34,961 New
Fidelity Investments
54
Fidelity Investments
Massachusetts
$1.56M +$379K +8,171 +35%
SSWM
55
Smith Salley Wealth Management
North Carolina
$1.53M +$326K +7,010 +30%
HCA
56
Heck Capital Advisors
Wisconsin
$1.48M +$228K +4,913 +20%
JP Morgan Chase
57
JP Morgan Chase
New York
$1.42M -$246K -5,295 -16%
LFS
58
Legacy Financial Strategies
Kansas
$1.39M +$65.8K +1,418 +5%
WAM
59
Weatherly Asset Management
California
$1.23M -$32.5K -700 -3%
BAM
60
Beaumont Asset Management
Texas
$1.21M +$1.13M +24,333 New
MAFM
61
Mid Atlantic Financial Management
Pennsylvania
$1.18M +$256K +5,512 +30%
IAN
62
Integrated Advisors Network
Texas
$1.14M +$1.07M +22,980 New
RSWM
63
Robertson Stephens Wealth Management
California
$1.14M
AI
64
Atria Investments
North Carolina
$1.13M +$69.7K +1,502 +7%
AB
65
Atlas Brown
Kentucky
$1.09M +$125K +2,699 +14%
LA
66
Lynch & Associates
Indiana
$1.06M +$88.1K +1,897 +10%
AIC
67
Ameritas Investment Company
Nebraska
$971K +$25.7K +554 +3%
APWM
68
Atlas Private Wealth Management
New York
$963K +$899K +19,353 New
FHA
69
Flagship Harbor Advisors
Massachusetts
$935K +$186K +4,012 +27%
CAS
70
Cascadia Advisory Services
Oregon
$926K +$865K +18,622 New
TCM
71
Tandem Capital Management
New Jersey
$917K +$856K +18,427 New
SXL
72
Summit X LLC
Missouri
$881K -$33.6K -724 -4%
CPA
73
Court Place Advisors
Maryland
$861K -$1.76K -38 -0.2%
MML Investors Services
74
MML Investors Services
Massachusetts
$809K -$15.1K -326 -2%
HWA
75
Hilltop Wealth Advisors
North Carolina
$780K +$728K +15,686 New