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Fidelity MSCI Health Care Index ETF

97 hedge funds and large institutions have $229M invested in Fidelity MSCI Health Care Index ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

100% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 21

18% more funds holding

Funds holding: 8297 (+15)

13% more capital invested

Capital invested by funds: $202M → $229M (+$26.6M)

1.29% more ownership

Funds ownership: 23.73%25.01% (+1.3%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
97
Holders Change
+15
Holders Change %
+18.29%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
42
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
76
Benjamin F. Edwards & Company
Missouri
$21K -$40 -1 -0.2%
SAM
77
Shamrock Asset Management
Texas
$20K -$367K -9,206 -95%
CAC
78
Certified Advisory Corp
Florida
$14K +$14.3K +360 New
WEC
79
Winslow Evans & Crocker
Massachusetts
$13.2K
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$13K +$956 +24 +8%
SEI Investments
81
SEI Investments
Pennsylvania
$13K +$12.7K +318 New
TF
82
Tompkins Financial
New York
$13K +$13.2K +331 New
VNA
83
Valley National Advisers
Pennsylvania
$12K
CA
84
Calton & Associates
Florida
$9K +$8.96K +225 New
CHC
85
City Holding Co
West Virginia
$8K
SIS
86
Sound Income Strategies
Florida
$6K +$6.29K +158 New
GEA
87
Glen Eagle Advisors
New Jersey
$5.8K
BCP
88
Blackhawk Capital Partners
Wisconsin
$4K +$3.98K +100 New
WWMSC
89
Wagner Wealth Management (South Carolina)
South Carolina
$4K +$3.98K +100 New
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$4K +$4.18K +105 New
TFS
91
TrustCore Financial Services
Tennessee
$4K +$4.3K +108 New
TFA
92
Transamerica Financial Advisors
Florida
$3K -$119 -3 -5%
AIA
93
Allegis Investment Advisors
Idaho
-$1.44M -36,347 Closed
Citadel Advisors
94
Citadel Advisors
Florida
-$1.23M -31,154 Closed
Goldman Sachs
95
Goldman Sachs
New York
-$440K -11,127 Closed
AA
96
Advisory Alpha
Michigan
-$45K -1,143 Closed
BF
97
BOK Financial
Oklahoma
-$28K -700 Closed
RFWA
98
RPg Family Wealth Advisory
Massachusetts
-$23.8K -603 Closed
NFG
99
Next Financial Group
Texas
-$4K -100 Closed
AWM
100
AllSquare Wealth Management
New York
-$2K -54 Closed